FAQ: Products & Sales

What exactly is included in the Premium Package & Basic Package?

Upon enrollment in the Premium or Basic Package, you will receive instant access to HD video courses that will introduce you to key modeling concepts and take you through the model building process in an intuitive, step-by-step manner. From the video course pages, you can download a course PDF manual as well as the Excel financial model templates, SEC filings, research reports, and other documents you will use to build real financial models from scratch.

What is the difference between the Premium and the Basic Package?

The Basic Package covers financial statement modeling and Excel best practices. It does not cover transactional modeling, such as LBO, and Mergers and Acquisitions modeling. Furthermore, it does not cover valuation modeling, such as DCF or comparable company analysis, or comparable transaction analysis. The Premium Package includes all topics covered in the Basic Package, plus: DCF modeling, Comparable company analysis, Comparable transaction analysis, LBO Modeling, M&A Modeling and Advanced Accounting Topics.

If I purchase the Basic Package, will I be able to upgrade to the Premium Package?

You can enroll in the Basic Package first and later upgrade to the Premium Package. The cost is simply the $299 difference. Upon enrollment in the Basic Package, you’ll receive a link to the Premium Package upgrade page.

Where can I find information about upcoming live seminars/public courses?

A complete listing of upcoming live seminars can be found at http://wallstreetprep.com/public-courses/

Where can I find information about your self study programs?

Complete details about our self study programs can be found at http://www.wallstreetprep.com/programs/

How does the certification work?

Wall Street Prep’s Certificate of Financial & Valuation Modeling is awarded to those who complete the Premium Package or a Wall Street Prep Financial and Valuation Modeling Boot Camp and have passed the Certification Exam by scoring 70% or above. The 3 hour examination in administered online, and users may attempt to take it no more than 3 times within 24 months from the date of enrollment. Proof of certification is available for users to download upon passing the exam. There are no additional fees. The certification is issued by Wall Street Prep.

Once certified, designation can be used on your resume to indicate successful completion. Since we train at many investment banks and most are familiar with our training program, certification can be an advantage in the recruiting process. Learn More: Does Wall Street Prep’s Certification Matter?

Is there a Certification available for courses other than the Premium Package?

Only users who complete the Premium Package or a Wall Street Prep Financial and Valuation Modeling Boot Camp are eligible for Wall Street Prep’s Certification of Financial & Valuation Modeling. However, all programs are eligible for a Certificate of Completion upon request.

FAQ: Payment & Shipping

How long does it take to get the physical materials that come with some Wall Street Prep courses?

While select Wall Street Prep courses include physical course manuals to supplement video lessons, PDF versions of all course manuals are available to you immediately upon enrollment, so you never have to wait for materials to arrive before starting a course. Simply log into your course page at http://wallstreetprep.com/my-courses and begin the video lessons at any time. For orders with shipping placed before 3pm EST Monday-Friday, course manuals are shipped the same day. For orders with shipping placed after 3pm, course manuals are shipped the following day, and for orders with shipping placed between Friday at 3pm EST and Monday at 3pm EST, course manuals will be shipped Monday.

Shipping time and rates vary depending on the shipping method you choose:

Domestic (United States) Shipping for Orders placed before 3 p.m.*
Shipping Option Delivery Time
UPS Next Day By noon the next day
UPS 2 Day By noon the second business day
UPS 3 Day Select By end of third business day
UPS Ground 3-5 Business Days
International Shipping for Orders placed before 3 p.m.*
Shipping Option Delivery Time
UPS Saver Next business day to Canada, 2 BDs to Mexico, Europe and Latin America, 2 or 3 BDs to Asia
UPS Expedited 2 business days to Canada, 3 BDs to Mexico, 3 or 4 BDs to Europe, 4 or 5 BDs to Asia and Latin America
How do I track my package?

Track your package at http://www.ups.com/WebTracking/track?loc=en_US&WT.svl=PNRO_L1

Which payment methods do you accept? Can I enroll without using a credit card?

There are 3 acceptable payment methods to enroll in our programs

  • Credit Card: Select your program(s) at www.wallstreetprep.com/programs/ and proceed through the online checkout.
  • Paypal: Select your program(s) at www.wallstreetprep.com/programs/ and proceed through the online checkout.
  • Bank Check: Please download and complete our Bank Check Order Form. Attach to the form a check in the appropriate amount and send via mail to the address on the order form. If your course contains shipping, course materials will be shipped upon receipt of payment.
I am trying to enroll online but I am getting an error message. What should I do?

Please contact us by telephone at 617-314-7685 ext. 1 and a live representative will take your order over the phone. If you are trying to enroll outside of business hours, please email info@wallstreetprep.com and we will get back to you shortly.

FAQ: Technical Support

I’m unable to play course videos.

Wall Street Prep course videos can be played on modern browsers with native HTML5 support, older browsers running the latest version of Flash, and mobile devices. Most playback issues can be solved by updating Flash at http://helpx.adobe.com/flash-player.html. If you’re still unable to play videos after switching to a modern browser or updating Flash on an older browser, please email support@wallstreetprep.com and include a screenshot of any error messages along with a description of the playback issue (i.e. Are you experiencing playback issues on all videos or just one? Have you previously been able to play the videos?).

I completed a Wall Street Prep Exam but my results are not appearing in the “Quiz/Exam Scores” section of the My Courses page.

If your exam results are not appearing, please make sure you’ve completed the exam by answering all questions. If you left the exam before completing it, or if you experienced a technical issue such as a browser crash or an internet outage, you can return to the in-progress exam at any time. You will need to start at the beginning, but your previous answers will be marked as you left them.

I purchased a course but did not receive a username and password.

If you have not received an e-mail after 5-10 minutes from the time of purchase, please make sure to check your e-mail client’s spam/junk mail folder before contacting the support team.

Contact Us








Wall Street Prep is located at 1330 Beacon St., Suite 355b, Brookline, MA 02446.

Email us directly at support@wallstreetprep.freshdesk.com.

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The Wall Street Prep Quicklesson Series

7 Free Financial Modeling Lessons

Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.