AIF® Designation Training - Access, Cancellation, & Transfer

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

Access

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

Reactivation and Extension

Upon expiration of access to the AIF® training content, a participant may purchase an extension for a fee ($150). Access to the content is granted for one hundred eighty (180) days with each extension. 

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 21 Days in the Future?	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 minus Cancellation Fee
	No	No	No	None
	Yes	Yes	Yes	None
	Yes	Yes	No	None
	Yes	No	Yes	None
Virtual	No	Yes	Yes	Full Purchase Price
	No	No	No	Purchase Price minus 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 for more than ninety (90) days in the future.

Transfer from the Online to the Capstone or Virtual format is subject to an additional fee (equal to the price difference between formats). A refund is not granted for transfer from the Capstone or Virtual 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 seventy-two 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.