Review Program Policies
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Refund Policy

  • A full refund, less a $100 non-refundable deposit, is available until 5pm PST the first day of classes
  • No refunds will be provided after the close of registration
  • If the candidate has already received review class materials or taken advantage of any additional Kaplan discounts, no refund will be issued regardless of date
  • All cancellation/refund requests must be in writing.

To cancel and request a refund, email Education Department at: info@cfa-sf.org by the deadline above. Fees cannot be credited toward future courses.

 

Retaking the Course?


If you have failed the exam and are retaking the course, CFASF offers an 80% discount to those repeating the same level class. The candidate must request this; CFASF is not responsible for initiating any review course repeat discount requests.

Financial Hardship Policy

If you need financial assistance for our review classes, we offer:

  • Review Class Fellowship: 50% of what would be their normal cost (member/non-member). Late fees never apply. Must write to Dave Bolt to apply for one of the 2 open fellowships for your level
  • Installment Plan: Upon request, we will allow you to make monthly payments on the total cost of the review program. Please arrange payments with our office to take advantage of this plan.