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WSO Free Modeling Series - Now Open Through
November 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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PWM analysts (and tons of other professions outside of finance) use spreadsheets because they make filtering, screening, data organization/manipulation, etc easier but there really isn't much modeling done through excel in PWM... proprietary software and third party services are mainly used for research, portfolio construction/backtesting, financial planning, etc
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