Investment Banking Training Testimonials
As the world’s largest financial modeling training program, the Investment Banking Institute has equipped over 34,000 professionals and students to obtain the skill set of a financial analyst and advance their careers.
The program is recognized worldwide, taught in over twenty locations and recommended by numerous financial institutions. In addition, our 17 banker/instructors have a long history of successfully training and mentoring our clients. All IBI instructors are highly experienced investment bankers and private equity professionals who bring real life, relevant experience to our trainees, whether they are seeking to enter the industry or refresh their existing skill set.
How can we best measure the success of our training program? There are a number of ways to measure success; however, quality of training, support, mentorship, and career advancement are the differentiating factors when determining the suitability of a program. The success of any training program can only be measured by the satisfaction of its participants, and the results achieved.
Over the past 12 years, we have received thousands of testimonials that have surpassed even our highest expectations for the program. We are proud to share with you just a small sample of our trainees’ success.
Click on quotes to read more.
"I would like to thank you for having the time and the opportunity to teach us the IB course! It was super fun and I learned a lot over the past month! "
From: A. Kagan
To: [email protected]
Sent: OCT 12, 2019 8:03 PM
Subject: Thank you!
"You were the best speaker they have had since our club was formed and would like you to teach us your full 28 hour course at the University of Toronto."
To: [email protected]
Sent: Mar 20, 11:54 PM
Subject: Thank you!
On behalf of the Investment Banking and Capital Markets Association (IBCM) at the University of Toronto I would like to thank you very much for being our Keynote Distinguished Speaker at our Valuations Seminar held on March 2009.
It was undoubtedly one of the most successful events we’ve held as a club so far. Your interactive teaching style and passion for the subject matter kept the audience engaged throughout the evening.
The members highlighted to me that you were the best speaker they have had since our club was formed and would like you to teach us your full 28 hour course at the University of Toronto.
W.S, President IBCM
"A week after completing the course, I applied at a merchant banking firm, and got the job in their Bank Finance division! ”
Date: Tue, 16 Sep 09:30:31 -0500
Subject: Thank You
I would like to thank you for extending your passion and knowledge to the class. The information I gathered from this course has helped me to further prepare myself towards my future career. Learning to read financial statements and the ‘Three Methods of Valuation’ was challenging, but your in depth explanations made it much easier to understand. The atmosphere of the course was very reminiscent of a real business environment which proved to be an extremely beneficial experience. A week after completing the course, I applied at a merchant banking firm, and got the job in their Bank Finance division! I have no doubt that taking this course greatly improved my chances in the industry, and I have you to thank for a superb job. I highly recommend this course to my colleagues at DePaul University and any other students aiming towards a career in Finance.
“I managed to secure a job in a middle market merchant bank, and I am proud to say that my knowledge of modeling rivals some second year analysts at the firm.”
Subject: New Position
Date: Mon, February 02, 12:35pm
I wanted to drop you a quick note on my progress since finishing your program. As a junior majoring in finance, I was somewhat familiar in the basic concepts of DCF and comparable Co. analysis.
However, I lacked hands on, practical experience on these concepts. My instructor was instrumental in helping me gain a deeper understanding of the aforementioned concepts, by thoroughly walking us through the models and explaining critical details about each step. Thanks to the program, I managed to secure a job in a middle market merchant bank, and I am proud to say that my knowledge of modeling rivals some second year analysts at the firm.
“In every interview I had, the interviewers commented on how impressive it was that I did IBI”
Date: Fri, 11 Feb 18:15:58 -0500
Subject: IBI Update
To: [email protected]
Just wanted to give you an update on my job search. I’m a junior in college and took IBI this past summer in New York City. My experience at IBI was instrumental in my internship search process. I interviewed with 7 investment banks (including top tier firms like BofA, Merrill Lynch, Lazard, and Wells Fargo Securities) and just accepted an offer with Wells Fargo Securities for their Investment Banking Summer Analyst program. I go to a non-ivy school and have a 3.2 GPA. In every interview I had, the interviewers commented on how impressive it was that I took the training program at IBI last summer, because taking the course showed that I was genuinely committed and driven towards pursuing a career in investment banking. Without a doubt, it differentiated me from my peers and I’m certain I wouldn’t have gotten the interviews/offers I had if it wasn’t for IBI. I will definitely be recommending IBI to my friends at school.
"I am grateful to have found the Investment Banking Institute and only wish I had looked for it sooner. ”
Subject: Re: Thanks / Update
Date: Tue, August 05, 1:18 pm
I have received an offer for an analyst position at a financial services advisory firm that is extremely attractive and I will likely accept before the end of the week!
I wanted to thank you for all your help in this process…I tried to get an offer for months and after attending IBI have had a surprising wealth of opportunities to choose from in relatively short period of time! I am grateful to have found the Investment Banking Institute and only wish I had looked for it sooner. Please let me know if I can ever provide any assistance in terms of recommendations/references/etc. and I would be happy to provide testimony of my experience to anyone considering the course. Thanks again!
“Your course was indispensable to me as it refreshed and renewed my skill-set.”
Sent: Thursday, May 8th 9:24:03 AM
Subject: Good news
I am writing to share good news. Great news actually. I am joining Leerink Swann (#1 I-bank in the life sciences as VP and head of a 20 person team of analysts, employee consultants and managers in what is the strategic advisors / consulting / advisory area of the firm. There is new mgt higher up and growth is strong. Your course was indispensable to me as it refreshed and renewed my skill-set. Thanks for the ongoing support. Let’s do stay in touch, Dean.
"My boss is sending an analyst to you when he hires her, he’s really been impressed with how much more effective I am. ”
Date: Tues, 15 Apr 2008 10:32:45
I finished my tax return early today -better analytical skills maybe? In all seriousness, I wanted to tell you that the IBI training has helped me tremendously with my job. I never went through any actual training when I started two years ago, and the guys here who had prior IB experience never could take the time to help me catch up. I had almost started regretting my choice to go straight into Private Equity. Since finishing your course a month ago, I have been much more involved in the deals we are working on. I learned so much through IBI that I am able to apply at work, that I now feel like I am gaining the proper experience I should at this stage of my career. My boss is sending an analyst to you when he hires her, he’s really been impressed with how much more effective I am. Remember me for the referral if that happens! I’ll send you her name once she is brought on board.
Thanks again, Randy
"The training I received at IBI was very useful as it exposed me to and prepared me for the interview and for the industry as a whole. ”
Date: Mon, 24 Mar 21:10:07 -0400
From: “f s”
Subject: Re: list of firms
I recently concluded my training at the Investment Banking Institute, and I’m writing to let you know that I just secured a position with State Street, Boston, MA as an Alternative Investment Financial Analyst within the Hedge Funds department. Part of my job will be the analysis and preparation of financial statements for hedge funds, private equity, exchange trade funds etc of the bank.
The training I received at IBI was very useful as it exposed me to and prepared me for the interview and for the industry as a whole. The inclusion of IBI on my resume was noticed during the interview and was mentioned and I am certain it was considered before the offer was made to me. Well, I just wanted to give you feedback on how I’m doing. You guys are doing a great job. Keep up the good work.
“I have finally been hired by Evercore Partners in New York on their M&A and Restructuring group”
Subject: An Amazing Opportunity
Date: 28 March, 20:04
To: [email protected]
Hope all is well. I just wanted to quickly e-mail to say thank-you very much for the growth platform you provided me through the course at IBI. If you recall, I was in your course in Toronto.
After months of working two jobs and volunteering at a private equity fund to build experience, followed by a 3-month unpaid investment banking internship at Acasta Capital (70 hours a week, while working at a restaurant Friday and Saturday nights), three interview processes where I made it to the final round (at Rothschild, BMO, and CIBC), I have finally been hired by Evercore Partners in New York on their M&A and Restructuring group where I will be soon be starting this coming week. As you know, Evercore is one of the most prestigious investment banking firms in the U.S.
I just thought I’d share my story, so that you could pass it along to your investment banking hopefuls. I graduated from Economics at Western (non-Ivy), and a background filled primarily with political experience. Most people told me that it was impossible and that I would never get in, and that I was better off building experience elsewhere.
Instead, I joined the course and I read all of the materials from IBI every single day. I built all of the models from the templates you provided, with multiple sets of companies in different industries in my spare time. Eventually, I could build every type of model just from the top of my head. I learned nearly all of the material in your course to the point of near memorization, and practiced interview questions for an hour every single day. If it wasn’t for the materials from the course and the interview book, as well as the networking opportunities you provided, I would have never been able to have landed the internship at Acasta, and eventually my new role at Evercore in NYC.
I apologize for the lengthy email, but thought it prudent to offer you my sincere thanks, as well as a story for you to share to your future students of the tremendous platform your course can provide (to those with the right attitude).
Best Regards, DJF
“I just wanted to let you know that I just landed a job at a private equity fund called Calder Capital. It is mainly thanks to your class and for all of your help.”
Subject: I got the job, thank you
Date: Wed, October 08, 5:31 pm
I just wanted to let you know that I just landed a job at a private equity fund called Calder Capital. It is mainly thanks to your class and for all of your help. As a Northwestern graduate, I had high expectations when I signed up for your course on financial modeling and valuation. I can say, after three and a half years of classes at Northwestern University, your IBI class is the most practical, intriguing, challenging, and mind expanding class I have ever taken and you are among the finest teachers I have ever had.
At my job in the private equity fund, I am using all that I learned in your class from day one. I think I have an edge over other people who have joined with me–and frankly excel modeling was one of the skills I had lacked before and used to be intimidated about it.
I will be sure to stay in touch with you. Sincerely, KA
"Having that certificate, as well as including it in my resume has made me a huge impact. ”
Date: Tue, 8 Jan 08:32:15
I recently took a class with IB institute. It was a great and very informative class. I just wanted you to know that I have relocated to the UK and I am starting work next week as an equities analyst in the IB side for JP Morgan. Having that certificate, as well as including it in my resume has made me a huge impact. I would just like to Thank you, Aaron and all the instructors that I had. Please do not hesitate to use me as a reference.
Kind regards, AM
“I would recommend this course to any professionals who want to give themselves a leg up over the competition in a very competitive field.”
Subject: Update on my Job
Date: Mon, March 29, 5:51pm
After taking the 4-week Investment Banking Institute course last year, I promptly landed an investment banking analyst job at Midtown Partners, a New York boutique investment bank that specializes in PIPEs and Reverse Mergers. They remarked to me that the skills I had acquired in Financial Modeling and Valuation, as well as the initiative to take the course while working full time, impressed them and made them decide to hire me over other applicants. In June of this year, I will be joining Citigroup as an investment banking analyst. I would recommend this course to any professionals who want to give themselves a leg up over the competition in a very competitive field. This was probably the most important class I have taken in the area of finance.
Thanks Again, AN
"With zero experience after being laid off in the MBS market, the class definitely showed the company that I was serious about switching direction and it allowed me to talk somewhat intelligently about the industry and field the technical questions.”
Date: Mon, 17 Dec 2007 15:00:54
Just wanted to let you know that I accepted an associate level position at a boutique investment bank. With zero experience after being laid off in the MBS market, the class definitely showed the company that I was serious about switching direction and it allowed me to talk somewhat intelligently about the industry and field the technical questions. Thanks again, there is no question the class is worth the investment.
"I wanted to let you know that I have been offered an analyst position at the Stanford Group.”
Date: Mon, 5 Nov 2007 14:24:42 -0800 (PST)
From: J L
Hope you had a pleasant weekend! I wanted to let you know that I have been offered an analyst position at the Stanford Group. I am really excited about this opportunity and I wanted to thank you and your team once more for everything. I will be sure to recommend this course to all of my friends and family who are interested in pursuing banking as a career. Have a good one and I’ll be sure to stay in touch
"Though I had been an MBA finance major, I thought that the skills that we covered were very practical and helped me fill some important gaps in my modeling experience.”
Date: Wed, 3 Oct 2007 11:49:09 -0700 (PDT)
Subject: As discussed
It was a pleasure speaking with you today. As I mentioned, I really enjoyed the IBI class. Though I had been an MBA finance major, I thought that the skills that we covered were very practical and helped me fill some important gaps in my modeling experience. The IBI training helped me transition from a job in management consulting to private equity, and I am happy to report that I have recently accepted a Vice President position with a Private Equity Fund.
As previously discussed, we are interested in adding a few analysts to the team, and we would be very interested in receiving resumes from IBI students, past or present.
“I have recently accepted an offer”
Subject: Thank you
Date: August 20, 6:17pm
To: [email protected]
I am happy to let you know that my job search has come to an end. I have recently accepted an offer from AIG Asset Management Group. My role as an Investment Analyst will commence in mid-September. Thank you for your help in securing this position and for your help over the past year. Best wishes for the remainder of the summer.
"I'm 100% confident that the material I learned at IBI played an integral role in landing a job. ”
Date: Mon, 30 Apr 19:08:04 -0400
From: Jonathan Y.
Just wanted to thank you for running these investment banking classes. I got an offer from Lehman Brothers today to join their 2007 analyst class and I’m 100% confident that the material I learned at IBI played an integral role in landing a job. The interviewer knew who you guys were when he saw IBI on my resume. Thanks again.
“I will be forever grateful for taking your class and it was the best money I have ever spent.”
Subject: Thank You
Date: September 08, 4:54 pm
I took your class this past April and just wanted to update you on my progress. I am a graduate of Lehigh University, double major in Finance and Marketing. As I attempted to change careers I found myself struggling to find a job. I ended up “settling” for a job that I was not that proud of and wanted to do something about it so I decided to take the class you were teaching. It ended up being one of the best decisions I have ever made because I was just offered a new job at Fidelity Investments. I will be working in the Corporate Treasury in the Capital Planning Group. My primary responsibilities with be financial modeling and scenario planning. I just wanted to thank you for this because I was under-qualified for the role but was prepared to the interview. In my interviews I was able to convince them I was knowledgeable and was able to walk them through, step by step, the process of financial modeling. I was scheduled for 3 (45 minute) interviews but ended up having 5. The last person to interview me was the VP of the group and he offered me the job on the spot. The offer ended up being a 65% increase in salary and I could not be more happy than I am right now and just wanted to let you know. I will be forever grateful for taking your class and it was the best money I have ever spent.
“I wanted to thank you again for introducing me to new approaches to interviewing as I believe it paid off greatly”
Subject: My job offer
Date: September 08, 6:24 am
To: [email protected]
How are you? I wanted to share the fantastic news with you – after seven interviews, countless hours of prep time, and a presentation prepared/presented I was given and accepted an offer from Chicago Mercantile Exchange as a financial analyst. I wanted to thank you again for introducing me to new approaches to interviewing as I believe it paid off greatly. If IBI would benefit from any type of testimonial I would be happy to provide one.
If you need anything from me, please do not hesitate to call me. I will also be sure to stay in touch.
"I not only mastered the key financial valuation, modeling and general banking concepts but I also learned how to effectively succeed in interview settings."
I wanted to thank the IBI team for making a dream become a reality. Prior to taking your course, I lacked the necessary financial valuation, modeling and general investment banking skills to successfully close on an offer or internship. Moreover, having recently graduated this past May, I was immediately excluded from the majority of campus recruiting opportunities at school. But after taking your course, I not only mastered the key financial valuation, modeling and general banking concepts but I also learned how to effectively succeed in interview settings. This class has not only given me a strong foundation in corporate financial analysis but has also instilled confidence in my ability to succeed in this industry.
Currently, I am interning at Chardan Capital Markets in the financial district and am actively recommending this course to my friends and relatives interested in pursuing a career in banking. Again, thanks for everything! Many thanks.
"I wanted to thank you again because I got the job as an Investment Banking Analyst at Citibank because of your class."
Date: Sat, 5 May 09:04:56 -0700
From: Tae K.
This is Tae from the Feb-Mar class that was held on Mon and Wed nights. I wanted to thank you again because I got the job as an Investment Banking Analyst at Citibank because of your class. I start on Monday for their Gaming and Travel & Leisure segment. The interview process was long and grueling but the class definitely helped. Again, thanks and take care.
“I really learned a lot and it has been very helpful to my career advancement.”
Subject: Dallas Feedback
Date: October 9, 9:46pm
To: [email protected]
I attended the Dallas session that ended on 10/6 and just wanted to let you and your team know that Jeff Noland did an outstanding job. His expert understanding of the material, clear communication, and patience was the best. I think the classes that he teaches are really great, probably the best I’ve ever taken. I really learned a lot and it has been very helpful to my career advancement.
“I would strongly recommend your course to anyone who is looking to learn or relearn the valuation and financial modeling skills that are in demand by employers today.”
Date: Fri, 17 Jul 08:55:23 -0400
Subject: Update on my new job
Thank you for a great learning experience in New York. I would strongly recommend your course to anyone who is looking to learn or relearn the valuation and financial modeling skills that are in demand by employers today. You were not only a very knowledgeable Investment Banker, but were very approachable and lively. You made the course interesting, which I feel is very important when learning intensive materials in a short time period. Also, since you have worked for many years in the field, you were a great career mentor for students including me who are looking for feedback on their resumes and interviewing skills. The work I did with you on both my resume and ongoing career search was extremely helpful and I am fortunate to have you as a friend, instructor and mentor.
Since our class was comprised of individuals from a wide variety of financial backgrounds: some were working in Investment Banking or Private Equity firms; others were recent MBA graduates looking to learn practical modeling skills to supplement their formal class training; still others were looking to transition their careers into an Analyst or Associate role at a firm, I felt a major benefit of the program to be the networking I and others were able to do with classmates; each student bringing a fresh set of experiences to the class for others to draw from.
My skill set in the areas of modeling and valuation improved dramatically between the start and end of the program. I view the tuition money paid for the course not as a cost but as an investment in my career. I also wanted to give you some good news – The material helped me a lot in my interviews and I was recently hired as a Financial Analyst and am using the skills I learned from IBI since day 1.
Thanks again, LS
"The class really paid off! Learning all that stuff really helped in the interviews."
Date: Wed, 1 Aug 14:36:19 -0600
From: Ehren Y.
Just to keep you posted, I got a great buy-side job working with the Capital Group out in Los Angeles. The class really paid off! Learning all that stuff really helped in the interviews. I am working in fixed-income. I still would like to do sell side stuff one day, but things are great right now. I have recommended the course to my friends.
"I secured a position with a technology-centric venture capital firm!"
Date: Fri 23 Feb 12:46:15 -0600
From: “Jim J.”
Subject: Thanks and best wishes
I wanted to let you know that I am moving to Los Angeles. I secured a position with a technology-centric venture capital firm! I knew the investment banking training would help me, but really, without it I could have never gotten through the interviews. I am so happy to be able to convert on the last 12 years I have spent in IT and do something so much more productive (and it looks like profitable) with it.