Cancellation and Refund Policies

Seminars and Webinars


  1. If we cancel, you may switch to another date, switch to another webinar, or receive a full refund.
  2. If you cancel a webinar of less than 4 CPE hours, no refund is provided. You may choose instead to substitute another attendee assuming you give us notice of at least 2 business days in advance of the webinar.
  3. If you cancel a webinar that is 4 or more CPE hours, all refunds are subject to a $300 administrative fee. The net amount refundable will be returned as follows:
    • Orders paid by credit card will receive a refund back to the same card.
    • Orders paid by check will receive a refund by wire transfer or ACH to the same account.
    • Orders paid by wire transfer or ACH will receive a refund in the same manner.
  4. If you cancel an order for printed course materials:
    • For course materials that have already shipped, no refund will be provided.
    • For course materials that have not shipped, a full refund will be provided.
  5. No refunds will be issued for self-studies. You have one year from the date of purchase to complete the course.

ANNUAL STATEMENT WEBINARS
These webinars include web access to a Handbook. If you requested early access to the handbook and cancel this webinar, we will deduct $875 from your tuition balance to cover the cost of the handbook license. This charge does not include the $300 administrative fee (plus any promotional discounts that may have been applied) that will also be assessed in the event cancellation is at the discretion of the registrant. Alternatively, another attendee may be substituted in place of the initial registrant as long as we are notified at least 2 business days before the class. Contact us to apply the remaining balance to any subsequent seminar within 12 months.

On-Demand Self Studies


No refunds will be issued for self-study courses. You have a year from the date of purchase to complete the course.