Elite Membership
THE COMPLETE WSM LEARNING SYSTEM

Every certification. The AI Vault. One membership.

Unlimited access to all WSM certifications, the AI Finance Vault, Excel templates and the AI workflows reshaping finance. Built for analysts who want the whole system, not piecemeal courses.

4.8 average - 500,000+ learners across 50+ countries
Elite
C
All Certifications
FMV - IB - ER - FP&A
AI
AI Finance Vault
500+ prompts - 120+ templates
XL
Excel Models & Cases
Netflix DCF - Tesla audit - LBOs
>
All Future Certifications
Included as we launch them
R
Weekly Vault Updates
New prompts & templates
TRUSTED BY LEARNERS & PROFESSIONALS AT
J.P. Morgan
Goldman
Morgan Stanley
Citi
Deloitte
EY
McKinsey & Co.
KPMG
500K+
Students Trained
125K+
YouTube Community
10K+
Finance Articles
50+
Countries
Why WallStreetMojo

Built different for the AI era

Three things every WSM certification gives you that others can't.

Practitioner-Led
Ex-J.P.Morgan & CLSA analysts. CFA/FRM credentialed. 20 years in the field. Not influencers — operators.
OUR EDGE
Audit-First AI Workflows
Every workflow teaches verification — how to catch AI errors before they hit the IC deck or the model output.
Case-Based Output
Real cases — Netflix DCF, Tesla valuation, LBOs on actual deals. Build models you can defend in interviews.
WSM Flagship AI Product

The AI Finance Vault

A practical AI workspace for finance professionals: prompts, templates and audit checklists for real workflows.

500+
FINANCE PROMPTS
120+
AI TEMPLATES
100+
USE CASES
WEEKLY UPDATES
WHAT'S INSIDE
A working library, not a course.
Prompt libraries — IB, ER, valuation, FP&A, accounting
Excel templates — DCFs, LBOs, comps, ready for Claude
Use cases — Netflix DCF, Tesla audit, IC memos
Audit checklists — built into every workflow
Weekly updates — new prompts as the AI landscape shifts
INVESTMENT BANKINGPROMPT #142
Build an LBO sources & uses table
ClaudeExcel-ready
FP&ATEMPLATE #087
Rolling 13-Week Cash Forecast
XLSX
VALUATIONUSE CASE #034
Netflix DCF — Full Walkthrough
Case Study
Updated weekly · Used by analysts at JPM, GS, Morgan Stanley, EY
Included in ★ Elite Membership
Courses build the judgment. The Vault helps you apply it faster. Take a certification to learn the craft, then live in the Vault when you're doing the work.
Certifications

Certification paths built around real analyst work

Focused programs that combine concept clarity, spreadsheet practice and AI-enabled execution.

★ FLAGSHIP
4.9 · 12K learners
Financial Modeling & Valuation + AI
Netflix DCF case · 3-statement modeling · Claude + Excel workflow.
Explore Program →
CAREER LAUNCH
4.8 · 8.5K learners
Investment Banking Certification
Deal structures · LBO · pitchbooks · comps · M&A.
Explore Program →
EQUITY RESEARCH
4.8 · 6.2K learners
Fundamental Analysis + AI
10-K reading · investment thesis · AI-augmented analysis.
Explore Program →
ELITE MEMBERSHIP
All certifications + AI Vault access
Every WSM program, the AI Vault, templates and all future certifications.
See Pricing →
★ Elite Membership

A complete learning system for modern finance careers

Certifications, AI workflows, templates and premium resources under one membership.

01
Structured Certification Tracks
Move from fundamentals to role-ready skills across modeling, valuation, IB, equity research and corporate finance.
02
AI Finance Vault Access
Prompt libraries, audit checklists and AI-ready templates for real finance workflows — not generic chatbot experiments.
03
Models & Practice Files
Download Excel models, checklists and cases that mirror the same workflows taught inside the lessons.
04
All Future Certifications
Lock in lifetime access. Every new certification we ship is included as we launch it.
See Elite Pricing →
Meet the founders

Taught and led by ex-J.P. Morgan analysts

Dheeraj Vaidya, CFA, FRM
Co-founder - Course Director
Ex-J.P. Morgan and CLSA equity analyst. 20 years training analysts. Built the curriculum and runs the YouTube community.
CFA FRM IIT Delhi IIM Lucknow
Shweta Pant Vaidya
Co-founder - CEO
14+ years in payments and banking. Runs business strategy and partnerships, and has scaled WSM to learners in 50+ countries.
CEO Fintech Banking Growth
FROM OUR LEARNERS

22,800+ verified reviews

★★★★★
"WSM is the only place teaching audit-first AI workflows. The Vault has become my go-to reference on the desk."
AS
Alonso S.
IB Analyst · Singapore
★★★★★
"I went from theory-only finance education to building real models in two months. The Netflix DCF case is gold."
PK
Priya K.
FP&A Analyst · Mumbai
★★★★★
"The Elite Membership is a no-brainer. Templates I use every week pay for the whole subscription multiple times over."
MO
Michael O.
Senior PE Associate · London
Read all 22,800+ reviews →
Career Paths

Follow the path that matches your goal

Each path combines foundational finance, practical models and AI workflows so you know what to study next.

Investment Banking
Modeling · pitchbooks · LBO · AI workflows
Equity Research
10-Ks · models · thesis · AI audits
FP&A
Forecasting · budgeting · AI-fast reporting
Private Equity
Deal screening · LBOs · portfolio analysis

Build the finance skills the next decade will reward.

Join 500,000+ learners using WallStreetMojo to build practical finance, modeling and AI workflow capability.