Frequently Asked Questions
What makes Training The Street (TTS) the best learning services firm?

Ask around – our reputation speaks for itself. We are in high demand because we provide the best learning experience for the finance professional. TTS’ mission is to prepare you for success by providing the highest quality of training in the fundamentals of finance. We possess the global institutional and industry expertise to address your diverse training needs, along with the proven experience serving both academic and corporate clients, large and small.

Don’t Wall Street investment banks have excellent in-house training programs for people coming in? What’s the purpose or value of outsourcing this function to you? What makes your instructors especially well-qualified?

It’s no secret that most investment bankers like to close deals. Business school professors, on the other hand, are often excellent teachers, but they sometimes lack the practical, hands-on emphasis bankers have. TTS combines these two skill sets. We know banking. But we’re also born teachers. We’ve had years of experience doing both. Our established teaching reputation speaks for itself. In addition to our experience and knowledge, we have the passion and demonstrated classroom teaching experience to deliver topics in an insightful way, allowing for discussions and exercises to come alive.

Why is the work TTS does so beneficial to the Street?

Financial modeling and valuation are the essential building blocks of Wall Street finance. You can learn the basics of this in business school, but that’s largely theory. The entire key to modeling and valuation is to know how to apply what you’ve learned in a real-world situation. There are simply too many tools, strategies, and variables for you to know what to use in a given transaction. And working on transactions is how you learn financial modeling and corporate valuation. Ask any finance professional: These technical skills come from experience-based learning. That’s where we come in. Through fun yet intensive structured courses, we give you an accelerated feel for deal flow that would otherwise take you months, if not years, to acquire, allowing participants in TTS courses to better hit the ground running when they start at their desk.

How long has TTS been around? Who are your primary clients?

TTS was founded in 1999 and has grown explosively ever since. Training The Street has established strong relationships with a distinguished list of global clients. Our ability to address the learning and development needs of a diverse audience—from the inquisitive student exploring a career in finance, to corporate clients seeking comprehensive training for an entry-level class, to the lateral hire seeking an expansion of his/her skill set—reflects the fundamental passion and focus TTS has in preparing clients for success as skilled finance professionals.

You claim to be the market leader of these training services, yet some of your competitors claim they have an expansive client list, or that they have the same clients as TTS. What should I believe?

Unlike some other firms, we use a very conservative approach to counting and listing our clients. This is part of our philosophy of “under promising and over-delivering.” Some competitors have no topflight corporate clients, yet they include a firm in their client list after making just cursory e-learning contact with them. By contrast, TTS lists clients only upon providing live instruction and training. Our client list doesn’t include companies whose employees merely took a self-study course or attended a TTS class while at school. When comparing our services to others’, ask:

  • Was live training offered in the last 12 months, and where?
  • What services did they provide during these live events?
  • Who were the participants? Interns, full-time analysts, and full-time associates or just on-line participants?
  • Can the firm make references from these live events available?
What differentiates TTS from other providers of financial services training?

We are the market leader in financial modeling and valuation services. We are also the preferred provider of these services at our clients, where we conduct training for interns and full-time personnel from the analyst to associate level. At the university level, we have been teaching financial modeling and valuation workshops since 1999. The success of our university training is complemented by the fact that some of our instructors are current Adjunct Professors.

I’d like to invite TTS to lead instruction at our company/university. How do I do this?

First of all – thank you! Now to the easy part… To start, you should check to make sure that we don’t already offer training at your company or university. Check with your training and human resources departments if employed at a company or services such as the finance club, career center or student services if you are a student. If we don’t, email us at info@trainingthestreet.com. Propose a set of dates and what you’d like us to help you with. A TTS representative will contact you to discuss training options.

My company/university doesn’t plan to offer TTS courses any time soon. Or, I missed the TTS course they recently offered. Are TTS’s courses open to the public at large?

Yes. You’ve come to the right place. We offer Public Courses for individuals who want to develop their finance knowledge outside of formal academic or corporate sponsorship. In addition to our offering of core competencies courses, we provide targeted training in continuing development and advanced topics. Our course curriculum focusing on core competencies enables individuals new to the industry to grasp the required fundamentals, while the advanced Public Course curriculum allows more seasoned professionals to gain that competitive edge.

hat is the cancellation policy for TTS' Public Courses?

Cancellations up to 14 calendar days before the first day of class will receive a full refund. Cancellation within 14 calendar days of the first day of class will not be refunded. Registration fees cannot be applied to other classes, on-line materials or other services. TTS reserves the right, at its sole discretion, to cancel a course. If TTS cancels a course, payments are refunded in full.

Do Public Courses have prerequisites?

Some of our content presumes knowledge of financial accounting. Classes are optimized for Microsoft Office 2010 or newer. Please visit the specific course page to view if there are prerequisites.

What Do You Need To Attend a Public Course:
  • PDF Reader
  • Laptop with Microsoft Excel
What's is included in a Public Course?
  • Instructor-led classroom training
  • Detailed Course Pack
  • One year online access to the TTS Portal for Excel files and course materials, as well as video-based courses for additional reinforcement and learning.
  • One-on-One Instructor Support

Still have questions?  Reach out to us at info@trainingthestreet.com.

How do I contact training the street for assistance?

For the fastest response please contact us at selfstudy@trainingthestreet.com. All other means of communication eventually redirect to this email and might result in delayed responses.

How do I change my personal information?

Once you have logged in to the website you can change your personal information by clicking on your name in the upper right corner to access “Profile”. Under My Profile, you will be able to access your personal information including your name, billing addresses, courses, and order history.

When does my access to the online content expire?

You can access your purchases for 5 years from the date of purchase. You are free to download the Excel models / Adobe files during this time. You may not download the videos. An active internet connection is required to view online videos.

Can I download the online content?

Under Your Name in the upper right-hand corner, you can access your purchases courses by clicking on My Courses or on the top ribbon once logged in. In each course, you will be able to watch videos and download the relevant online content. You are free to download the Excel models / PDF files for personal use. You may not download the videos. An active internet connection is required to view online videos. An active internet connection is required to view online videos.

What is the recommended order of completion of the self-study courses?
  1. Financial Statement Analysis
  2. M&A Accounting
  3. Valuation Fundamentals
  4. Trading Comparables
  5. Transaction Comparables
  6. DCF Valuation
  7. Excel Best Practices
  8. Financial Modeling – Fundamentals
  9. Financial Modeling – Cash Sweep
  10. M&A Analysis Fundamentals
  11. M&A Modeling
  12. LBO Analysis Fundamentals
  13. LBO Modeling
  14. Capital Markets
  15. Equity Capital Markets
  16. Debt Capital Markets
  17. Applied Excel
How do I cancel or refund my order?

Unfortunately, once an order is placed, we cannot cancel or refund it. Please make sure that you are 100% confident in your purchase.

When will my credit card be charged?

Immediately once you place the order online.

Do I need passwords for the excel files?

No. When you download the Excel files, we ask that you first choose ‘Read Only’ to access/review the information; a password won’t be necessary. Then, you may choose ‘Save As’ to save the information on your hard drive. Once it is saved on your hard drive, you can edit as you see fit. This is so there will always be an original copy that you can refer back to if something were to happen to the edited copy.

I am having problems viewing the videos-on-demand

Let’s try a few things and see if we can figure out what’s going on.  First, please try clearing your cache and restarting your browser:  https://www.wikihow.com/Clear-Your-Browser%27s-Cache

We use Vimeo as our video player on this site.  We find that some customers based in another country may find issues running Vimeo.  You are also only able to view videos on one device at a time.  If you are logged into your account on another device, please log out from that device.  Also, if using a work device, your company may have Vimeo blocked.  Vimeo provides a sample video for people to use to test.  You can try their video here:

Although Vimeo is compatible on most browsers, you can also try another browser or check to see if your browser has any updates are available:  https://browsehappy.com/.

If you are still having issues, please let us know by emailing at selfstudy@trainingthestreet.com.