AIF® Training - Access/Cancellation/Transfer

This article explains the policies associated with the AIF® Training (“Training”), including access to content, reactivation, extensions, cancellations, transfers and refunds. Completion of the AIF® Training is one of the requirements for attaining the AIF® designation.

Access

The AIF® Training is available in two formats: AIF® Self-Paced Online (“Online”) and AIF® Capstone (“Capstone”). Each product includes access to identical online educational content. Upon purchase, ninety (90) days of access to the online content is provided with the Online format, while one hundred eighty (180) days is provided with the Capstone format. The Capstone format includes an additional 6-8 hour instructor-led seminar.

Reactivation and Extension

Upon expiration of access to the online content, a participant may purchase an extension for a fee ($150). Access to online content is granted for ninety (90) days with each extension. An extension(s) may be purchased for up to three years from the original date of purchase of the Training. Beyond three years, additional access to the online content requires full payment.

Cancellation

In the event of cancellation by the participant, a refund is contingent upon whether training content has been accessed, when the purchase was made, and, when applicable, the date of the forthcoming seminar.   The following table provides additional details.

Format

Online content accessed?

Within 72 hours of purchase?

Seminar date at least twenty one (21) days in the future (if applicable)?

Refund Amount

Online

No

Yes

N/A

Full purchase price

Yes

Yes

N/A

None

Yes

No

N/A

None

No

No

N/A

None

Capstone

No

Yes

Yes

Full purchase price

No

Yes

No

Purchase price less cancellation fee

No

No

No

None

Yes

Yes

Yes

None

Yes

Yes

No

None

Yes

No

Yes

None

 

In addition, no refunds are granted within one week of a seminar, nor in the event that a participant fails to attend a seminar. In the event of non-attendance, the training requirement for the AIF® designation may still be met by completing the Online training. 

Transfer

Transfer requests – either to a new seminar date or different training format – are subject to a transfer fee ($175), and must be made at least two weeks prior to a scheduled seminar (if applicable). Only one transfer is permitted, and a participant may not transfer to a seminar scheduled more than ninety (90) days in the future.

Transfer from the Online to the Capstone format is subject to an additional fee (equal to the price difference between formats). A refund is not granted for transfer from the Capstone to Online format.  Account ownership cannot be transferred to a third-party once the online content has been accessed.

Alternate Payment

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:

  1. The request must be received within 72 hours of the initial purchase.
  2. The request must be approved by the Learning and Development management team.
  3. After the refund is processed, repurchase of the training product must be processed immediately by the sales or finance team.
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