RIA: Customer Policies

  • Transfer/Cancellation Policy for Training - Full refund if the student cancels 2 business days prior to the beginning of the class. Full refund if a class is canceled and the student cannot attend the next rescheduled class. We allow substitution of training students at any time. If the student cancels less than 2 business days prior to the beginning of the class or does not attend, the full price will be charged. The student will be allowed to take the class at another time based on availability.
  • Complaint Policy - All complaints will be carefully reviewed by the appropriate product and or training manager for resolution. If the complaint is in regard to the course content or delivery, the appropriate manager and instructors will review the complaint and make any necessary changes to the course material or presentation. Complaints regarding administrative policies will be reviewed by the Training Manager and Administrator for corrections. Corrections made will follow the standards that are stated in the National Association of State Boards of Accountancy's (NASBA) CPE administration policies. All interested parties: CPA, State Board, etc. are then notified of the resolution.
  • Administrative Policies: For information regarding refunds and complaint resolutions, call 1-800-431-9025 and your questions or concerns will be promptly addressed.