Terms, Privacy and Billing

All materials included in Wall Street Prep’s Self Study Program including “Step-by-step Tutorial Guide,” Wall Street Prep’s proprietary portfolio of financial models, supplementary notes, are for individual use and are not to be duplicated, copied, disseminated or distributed without the expressed, written permission of Wall Street Prep, Inc. Our Self Study Programs are designed for illustrative purposes only and do not, in any way, constitute an investment thesis or recommendation.


All rights reserved. “Wall Street Prep”, “Wall Street Prep”, “Self-Study Program”, “Crash Course in Accounting and Financial Statement Analysis”, and various marks are trademarks of Wall Street Prep, Inc.


Wall Street Prep takes your privacy seriously. This Privacy Policy applies to all of our customers, whether you buy our Self Study product or attend our courses. It also applies to visitors to our free website. Wall Street Prep takes strong measures to protect your privacy. First, we only ask you to provide information that we need in order to deliver the service you have requested. Second, we don’t share the information you have given us, period.


If you provide Wall Street Prep your credit card information, you authorize Wall Street Prep to automatically charge your credit or debit card for charges that apply to your account. All past due and unpaid balances are subject to collection. In the event of collection, you will be liable for costs of collection including attorney’s fees, court costs, and collection agency fees.


Wall Street Prep does not mail paper invoices or statements. Statements can be requested by emailing billing@wallstreetprep.com.

Cancellations and Returns

All Online Programs (including Premium Package, Basic Package, Accounting Crash Course, etc.): Full refund within 30 days of course enrollment. All Other Programs (Oil & Gas Modeling and Bank and FIG Modeling): Un-opened and un-used products may be returned to Wall Street Prep within 7 days of shipping date, although such returns will be charged a 15% restocking fee. Shipping and handling is non-refundable.

Credit Card Disputes/Chargebacks

Wall Street Prep has a zero tolerance policy for chargebacks. Any customer who disputes a credit card payment is subject to a fine, suspension and account termination at Wall Street Prep’s discretion. A charge of $25.00 per chargeback will be assessed to all accounts that receive a chargeback.

Billing/Price Changes

Wall Street Prep’s policies and prices are subject to change without notice. Any price changes become effective in the next billing cycle.

Discount Codes for University Seminars

Wall Street Prep does not allow the use of coupon codes as part of university on-campus seminar enrollments, unless these have been created specifically for those events. Customers agree to allow Wall Street Prep to debit their credit cards for the amount of discount in cases when customers inadvertently use unauthorized discount codes when registering for university events.


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.