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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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Hard to see the value they provide above baseline foundational models, but there’s a relatively hard push top down to adopt. Claude for Excel is a cool tool, but still very early - seems like where Claude code was a year ago.
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