Answered By: Lippincott Library
Last Updated: Nov 29, 2021     Views: 1236

S&P Capital IQ (see access details) contains companion Excel templates through Training the Street, which includes Acquisition Comps, DCF, LBO, Merger Models and Trading Comps.

Bloomberg (see access details) also has Excel templates which may help.

Full-time MBA students can use Wall Street Prep, available through the MBA Career Management portal.

In LinkedIn Learning, begin typing financial modeling into the keyword search box and select Financial Modeling from the drop-down list that appears.

Try searching the Subject: Finance -- Mathematical models, in our catalog for books and textbooks on the topic. Also try searching keywords for specific models, such as CAPM, Black Scholes, etc. Many of the books with a practitioner focus are available in O'Reilly for Higher Education.

Search ABI/InformBusiness Source Complete and EconLit for articles.

FactSet, available to Wharton students in Lippincott Library, has a 40 hour self paced learning module that begins with Excel basics and ends with building a complex financial model. Ask at the Lippincott Information Desk to be logged into FactSet. Select the Learning Portal => Catalog => Financial Modeling Certificate.