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. The Self Study Program is designed for illustrative purposes only and does 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.


All payments are due on the Account Statement Date. The Account Statement Date is the monthly anniversary of the date the account was activated. 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. Recurring charges will be posted to your credit card until such time that you cancel your account in accordance with Wall Street Prep’s Billing Policy in the TOU. You are responsible for directly updating, or notifying Wall Street Prep, of any changes to your credit card (including, but not limited to card number, expiration date, billing address, or card status). Customers not paying by credit card agree to make payment of their balance due within ten (10) days of the Account Statement Date. Accounts that are thirty (30) days past due will be automatically suspended. 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.

Account Renewals

In order to insure uninterrupted access to Student Passport membership, membership will automatically renew on a monthly basis. Plan renewal charges are based on the rate on the initial date of membership. If you wish to cancel your membership before plan renewal, please refer to the Cancellation section below.


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

Cancellations and Returns

Student Passport Monthly Plan: Student Passport membership will automatically renew until cancelled. In order to cancel service, you must contact Wall Street Prep’s Customer Relations Team, Monday through Friday, 9:00 A.M. to 6:00 P.M. Eastern Time, at 1-800-646-3575 or 617-314-7685, or by email at anytime at billing@wallstreetprep.com. Wall Street Prep’s Customer Relations Specialists will assist you with the cancellation process. Please be aware that there are no pro-rated refunds after the first 30 days of service. Cancellation requests must be received by Wall Street Prep a minimum of 10 days prior to the end of your Billing Cycle for Student Passport memberships. Cancellations submitted later than this time may result in automatic renewal of your membership. Cancellations become effective on the day processed by Wall Street Prep. Wall Street Prep is unable to cancel your account effective for a future date. Wall Street Prep will confirm the cancellation request when it is processed. If you do not receive a confirmation, please contact Wall Street Prep as soon as possible.
All Other Programs (including Premium Package, Basic Package, Accounting Crash Course, etc.): 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.


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