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This is a community for those interested in all areas of Investment Banking, Corporate Finance, and FinTech to explore news, resources and events from the CDO, SOM Clubs and broader Yale.

Key Skills to Develop For a Career in Banking and Finance

Saurabh Tyagi

Banking and Finance, although two separate sectors have a lot of things in common, skills required being one of them. An individual looking for a career in any of these sectors should possess some innate qualities and skills …

By College Recruiter
College Recruiter believes that every student and recent grad deserves a great career.
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5 Best Fintech Career Paths

Fintech, short for financial technology, is a blanket term used to describe new technologies that aim to improve and automate the delivery of financial services. These technologies include payment processing and money transfers to investment and lending platforms, among other …

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AI in Finance & Banking: 11 Ways It’s Changing the Industry

In 1950, when Alan Turing questioned whether machines could think, no one knew how much capability artificial intelligence would have more than 70 years later. This question alone gave rise to complex concepts like machine learning (ML), robotics, deep learning, expert …

By Springboard
Bridging the world's skills gap through affordable, high-quality, online education.
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Career Resources

Industry Guides



Skill Building

Industry Primer: Investment Banking

This Primer covers all Investment Banking essentials, including what types of deal services Investment Banks offer. Topics include: M&A, Equity…

Industry Primer: Corporate Banking

Corporate banks are the backbone of our global economy. They manage the transactions and safeguard the assets of the world’s…

Industry Primer: Wealth Management

Wealth Management is fundamentally a distribution business. It offers white-glove service, connecting high-net-worth clients seamlessly with whatever financial products they…

Industry Primer: Blockchain

Blockchain technologies – cryptocurrencies, NFTs, smart contracts – are among the most discussed emergent technologies today. Many believe that blockchain…

Industry Primer: Core Banking Systems

The Core Banking System (CBS) is the invisible but essential heart of any financial institution. It’s the master ledger that…

Function Primer: Finance

Warren Buffett has some famous financial advice—“Rule number 1: Never lose money. Rule number 2: Never forget rule number 1.”…

Industry Primer: Digital Payments

Digital payments. Without them, the global economy would grind to a halt. Hundreds of trillions of dollars are flowing each…

Financial Statement Modeling

Taught by Wall Street Prep
In this course, you will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out…

Interview Tips for Finance Professionals

Taught by Jena Viviano
Interviewing for a role in the financial industry can be a nerve-wracking experience. Interviewers ask a ton of complex questions…

Excel: Advanced Formulas and Functions (2023)

Taught by Oz du Soleil
Follow along with Excel MVP Oz du Soleil as he demystifies the many kinds of formulas and functions available in…

Excel Crash Course

Taught by Wall Street Prep
Whether you currently work in Excel at a beginner or intermediate level, this course will take you to the next…

PowerPoint Crash Course

Taught by Wall Street Prep
A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast…

Ultimate Guide to the Technical Finance Interview

Taught by Wall Street Prep
Finance interviews are notoriously difficult. Firms want to make sure candidates are 100% committed before devoting considerable resources to mentor…

ESG Investing, Green Bonds and Social Bonds

Taught by Wall Street Prep
The last decade has seen exponential growth in ESG investing worldwide. Designed for those seeking to learn about the role…

FPAMC© Appendix: Corporate Finance Principles

Taught by Wall Street Prep
An Appendix of the FP&A Modeling Certification Program (FPAMC©). FP&A professionals must be able to understand corporate finance best practices,…

Industry Primer: Banking Primer

From the income statement to the operating model, almost everything about banks is different from a typical company. Even though…