This article explains the policies associated with the AIFA® Designation Training (“Training”), including access to content, cancellations, transfers and refunds. Completion of the Training is one of the requirements for attaining the AIFA® Designation.
Upon enrollment in the AIFA® Designation Training, a participant is provided with access to mandatory pre-reading materials. The course content itself is delivered during a three day, instructor-led seminar.
In the event of cancellation by the participant, a refund is contingent upon the date of the forthcoming seminar. If the scheduled seminar is at least twenty-one (21) days in the future, the full purchase price will be refunded. If it is less than twenty-one (21) days in the future, the purchase price - less a cancellation fee - will be refunded with one exception. Namely, no refunds are granted within one week of a seminar. Similarly, no refunds are granted in the event that a participant fails to attend a seminar.
Requests to transfer to a new seminar date are subject to a transfer fee ($175), and must be made at least two (2) weeks prior to a scheduled seminar. Only one transfer is permitted. Account ownership cannot be transferred to a third-party once the online content has been accessed.
In the event the participant purchases a training product, and wants to use a different method of payment after the transaction is processed, the following policy will apply:
- The request must be received within 72 hours of the initial purchase.
- The request must be approved by the Learning and Development management team.
- After the refund is processed, repurchase of the training product must be processed immediately by the sales or finance team.