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WSO Free Modeling Series - Now Open Through
August 31, 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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I don't think so. My firm is requiring me to take it because I trade equities. I believe anyone who deal with equities has to take it unless he has more than 10 years of relevant work experience, in which case you can be exempt. But I'm pretty sure you can't self-sponsor.
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