Certificate Policies

Change Name or Email Address

To make changes to your name, email address, or any other information on your account, students will be required to fill out the Student Request form found here.

Course Participation

While students are encouraged to participate in the live and in-person program events as much as possible, participation is not required in order to pass and earn the certificate. There will be no grades given for participation in live events.

Early Release of Prerequisites and Curriculum

All enrolled students will gain access to the prerequisite courses on the same day that they enroll. Access begins once you have received your login credentials email and completed the steps to set up your account. The full curriculum/main learning modules will be made available by or before 7pm EST on the first day of your enrolled cohort. We will not grant early access to the curriculum/learning modules prior to the first day of the cohort under any circumstances.

Enrollment Verification

To obtain a letter verifying your enrollment in a certificate program, you will need to fill out the Student Request Form found here. We will then email you a PDF copy of a signed letter confirming your enrollment. Please allow 2-3 business days for your request to be fulfilled. Enrollment Verification can only be provided once payment for a program has been received and you are considered officially enrolled.

Final Exam Scheduling

Students will only be given one attempt at each of the weekly exams and (if your program includes one) the final exam. Exceptions to this policy will only be made on a case-by-case basis and only for technology issues beyond the student’s control which affected the exam outcome. To request an exam review/retake, please submit the Student Request Form found here.

Grading Policy

There will be no final grade or official transcript issued upon completion of the certificate program. Successful completion of the program will result in earning a digital certificate which indicates that you have passed with an overall score of 75% or higher. If you require an official grade verification letter, please submit your request via the student request form found here. Please allow 2-3 business days for your request to be processed.

For PE, FPA, & Value Investing: At the end of each of the 8 modules there will be an exam for you to complete. These are the only items that are turned in/graded. All assessments are multiple-choice, open-note and are not timed. There is no minimum score required on any individual exam. Your final grade for the program will be determined by your performance across all 8 weekly assessments with each individual question being weighted equally. In order to pass and earn your certificate, you must earn a final score of 75% or higher.

In the event that you do not pass the program based on your weekly exam scores, you will have the opportunity to sit for a final exam instead. This exam will be proctored by a third-party and will not be timed. However, students will only have a 5-hour window in which to complete the final exam. Students will be notified about whether they need to sit for the final exam on the Monday after the program end date. Final exams can then be completed during the following calendar week. Instructions and exact timelines for final exam completion will be provided via email and will also be available in the Learning Portal.

For Real Estate: At the end of each of the first 7 modules there will be an exam for you to complete testing your knowledge of that module. All assessments are multiple-choice, open-note and are not timed. At the end of module 8, there will be a three-part Investment Case Study Capstone Project. This project will consist of a multiple choice exam, a case study/model build, and an investment memo. In order for your capstone project to be graded, all three parts must be completed and submitted. Failure to submit any of the three parts will result in an automatic grade of zero on the capstone project. Your final grade for the program will be determined by your performance on the 7 weekly exams and the three-part capstone project, with the exams accounting for 50% of your overall grade, and the capstone project accounting for the other 50%. In order to pass and earn your certificate, you must earn an overall score of 75% or higher.

Once the program has ended, it will take roughly four weeks for final grading to be completed. All students will be notified of their final grades on the same day and we will not release final grading information/outcomes earlier for individual students.

Additional Attempts

If a student does not pass the program for any reason they will be automatically enrolled into the subsequent cohort, free of charge, where they can attempt the program again from the beginning. Exam scores and course progress will not carry over from your original attempt– all deliverables must be completed/submitted again during your second attempt in order for them to count toward your final program score.

Instructions on how to take advantage of your free second attempt will be included in the final grading email notification that will be sent on the Monday after the program end date. You will be automatically enrolled into the subsequent cohort. If the start date/timeline for that cohort does not work for your schedule, you can request to postpone your second attempt to any future cohort of your choosing. See the “Postponement Policy” section for information on how to request a postponement.

Instructor Requests

Students will not have the ability to select their instructors/course facilitator for weekly 1:1 sessions. Upon registering for a 1:1 session, students will be randomly assigned to an instructor based on availability and no requests for changes will be accepted.

Program Changes

Program changes will only be allowed prior to the start date of the program. Once the program has commenced, students will not be able to request a program change. In order to request a program change, students must fill out and submit the Student Request Form found here.

Withdrawal Policy

Students who wish to withdraw from or postpone their certificate program for any reason will be required to fill out and submit the Student Request Form found here. All requests for withdrawal must be submitted by the student from the email address associated with the student account. If a request is sent via any other email address, the request will not be honored.

Withdrawal and/or postponement requests will not be accepted over the phone. Similarly, notifying your instructor of your intentions will not constitute an official request to withdraw. Students WILL NOT be automatically withdrawn for non-participation in the certificate program.

Withdrawal/Postponement requests will only be accepted until 5pm EST Friday of the fourth week of the program. Any requests submitted beyond this date/time will not be honored. Refunds for withdrawn courses will be granted as outlined below in the Refund Policy section.

Refund Policies

Enrollment into any Wharton/Wall Street Prep certificate is fully non-refundable. Once a payment has been made, it will not be returned. We will review requests for refund policy exceptions on a case-by-case basis. Examples of permissible reasons for a refund include, but are not limited to:

  • Requesting a refund within 24 hours of making a payment
  • Natural disaster or other large-scale event that impedes a student’s ability to participate in the program
  • Unexpected medical situation for you, a dependent, or an immediate family member that would impede the student’s ability to participate in the program

All requests for withdrawal/refund policy exceptions must be submitted via the Student Request Form found here.

Students can expect to receive a decision about their request within 48 hours of submitting. Should your refund request be approved, you will be notified via email. Funds will be returned back to the original payment method and may take 3-10 business days to appear in your account.

Postponement Policy

Students wishing to postpone their enrollment to a future start date will be required to fill out the Student Request Form found here. Students who enroll in a certificate but are not able to begin the program on their selected start date may request to postpone their enrollment to a future start date. The deadline to request a postponement is 5pm EST Friday of the fourth week of the program. Any requests for postponement received after this date/time will not be honored.

Postponing the start date will not result in the loss of any tuition funds. Instead, the funds will remain in place, but the enrollment will be moved to the next possible start date. If you have elected to pay in monthly installments, your payments will continue as scheduled, even if your enrollment is postponed. Requests for postponement of payment plans will be considered on a case-by-case basis and your request to postpone payment must be included in your Student Request Form submission.

Appeals Policy

If a student feels they have valid reason to request an exception to any of the above policies, they may submit the Student Request Form found here. Kindly know that the form will require that students give an explanation of why they feel an exception should be made. They will also need to submit documentation showing why they were not able to meet the original deadline for the policy they are appealing.

A policy appeal request will not be considered if supporting documentation is not included.

Policy Appeal Requests will only be considered if they are submitted by/before the end of the following enrollment period. Any Policy Appeal Request submitted after that day will not be considered.

Student Code of Conduct

Wall Street Prep’s certificate programs comprise a diverse group of students with varying backgrounds, viewpoints, and life experiences. We are committed to a diverse, equitable, and inclusive learning environment for all students. For this reason, all offensive conduct within the programs is explicitly prohibited. This includes, but is not limited to: hate speech, harassment, offensive or graphic files, impersonation and/or chain letters/pyramid schemes. Additionally, all forms of cheating, including but not limited to plagiarism, are a breach of the Student Code of Conduct. By enrolling in a program with Wharton Online & Wall Street Prep, all students are agreeing to this code of conduct.

We maintain that it is at the sole discretion of Wharton Online & Wall Street Prep to decide whether a student’s behavior has failed to meet the code of conduct requirements. Should we find a student has failed to follow the conduct requirements set forth here, they will face disciplinary action up to and including immediate dismissal from their program, revocation of certificate, and forfeiture of all tuition paid to that point.

Methods of Communication

Email: Email is the official and preferred form of communication for Wall Street Prep. All students will be required to provide a valid email address when enrolling in a certificate program. Additionally, we strongly urge students to check their email frequently as all relevant and necessary communications will be sent via email. The types of topics communicated via email include, but are not limited to:

  • Announcements and updates
  • Important deadlines
  • Administrative communications related to student enrollment
  • Changes to current or scheduled programs

Phone: While it is not explicitly required for a student to have a valid phone number listed on their account, we do strongly urge students to keep their phone number updated. Students may receive periodic calls from the Enrollment Manager and/or advisor regarding their program, deadlines, and/or any other information we may deem relevant to the student.

Accepted Forms of Payment

Credit/Debit Card: Wall Street Prep will accept payments either online or over the phone from any/all of the following credit card companies:

  • American Express
  • Discover
  • JCB Card
  • MasterCard
  • Visa

PayPal: Wall Street Prep will accept payments via PayPal. To use this payment method, simply select the PayPal option in the Payment Information section at check out.

Past Due Payment Policy

For those students who elect to enroll using a monthly payment plan– your preferred method of payment will be billed automatically on the same day each month. Should your recurring payment be declined for any reason, we will notify you via email immediately. We will then reattempt the transaction/payment on the following timeline:

  • Day 2 past due
  • Day 5 past due
  • Day 10 past due

If none of these transactions are successful, then your account will enter delinquency status and we will notify you of this via email. At that point, you will have an additional 7 calendar days to reach out to the Enrollment Team at enrollment@wharton.wallstreetprep.com to resolve the issue. If payment has not been received by 5pm EST on your 17th day past due, you will be withdrawn from the program. This will result in immediate removal from the learning platform, revocation of certificate (if applicable), loss of your free 2nd attempt (if applicable), and all tuition paid to date will be forfeited.