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The College for Financial Planning®—a Kaplan Company has many programs and the refund policies vary by program. Please refer to the appropriate program section within the College Catalog for specific information.
Please note that the return policy for the College for Financial Planning®—a Kaplan Company is separate from the Kaplan Financial Education Return Policy below. Information outlined under Kaplan Financial Education Return Policy does not apply to students of the College for Financial Planning®.
If you have any additional questions or would like to work with our Student Services Department, just contact us.
All materials are shipped as promptly as possible based on product availability, usually within 1 business day after receipt of order and payment processing. Orders are shipped via UPS Standard Ground unless otherwise instructed. For an additional fee, we will ship materials by Next-Day or 2nd Day service. Next-Day and 2nd Day order requests must be received by 12:00 pm Eastern time to be delivered the following business day. Delivery dates are subject to UPS delivery schedules.
Purchases of online or downloadable products/services are final and non-refundable. Returns are subject to a $20 administrative fee.
Web-Based Courses and Classes Refunds
Web-based courses and classes are only eligible for a refund within 30 days of purchase, and only if the course or class has NOT been accessed. A $20 administrative fee will apply. Web-based courses and classes are not eligible for Reschedules, Transfers, or PassProtection™ Retakes, as archives are available.
Live Class Refunds
Live classes are eligible for a refund within 30 days of purchase, but no later than 7 days prior to the class start date with a $20 administrative/cancellation fee. If you choose to cancel your enrollment within 30 days of purchase, but within 7 days of the class start date, an administrative/cancellation fee of $100 or 50% of your original class cost, whichever is less, will apply.
In the unlikely event that we cancel a class, you will be notified in advance whenever possible, and you will be eligible for a full class enrollment refund only. All other incurred expenses such as travel, lodging, and test fees are non-refundable.
Defective materials may be exchanged for the same product within 30 days of delivery.
Requests to cancel orders that have been processed are subject to a $20 administrative fee. If the order has been shipped and is in transit with the courier service, a $20 administrative fee plus shipment costs will be charged against the refund amount. You must contact our Customer Service department via phone, fax or email, to obtain a Return Authorization (RA) number. The box the materials are returned in must be postmarked within 30 days of receipt of the order and you need to include the RA number with the returned items. Please return the materials, along with a copy of the original invoice and return authorization number to:
Kaplan Returns
Lakeside Book Company-Returns
Attn: Returns
677 Brighton Beach Road
Menasha, WI 54952
Refunds will be issued to the original payment method within 30-45 business days after the return is received and processed.
Kaplan Financial Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
