Kaplan Financial Education Return Policy
All materials are shipped as promptly as possible based on product availability, usually within 1 business day after receipt of order and payment processing. Orders are shipped via UPS Standard Ground unless otherwise instructed. For an additional fee, we will ship materials by Next-Day or 2nd Day service. Next-Day and 2nd Day order requests must be received by 12:00 pm Eastern time to be delivered the following business day. Delivery dates are subject to UPS delivery schedules.
Purchases of online or downloadable products/services are final and non-refundable. Returns are subject to a $20 administrative fee.
Web-Based Courses and Classes Refunds
Web-based courses and classes are only eligible for a refund within 30 days of purchase, and only if the course or class has NOT been accessed. A $20 administrative fee will apply. Web-based courses and classes are not eligible for Reschedules, Transfers, or PassProtection™ Retakes, as archives are available.
Live Class Refunds
Live classes are eligible for a refund within 30 days of purchase, but no later than 7 days prior to the class start date with a $20 administrative/cancellation fee. If you choose to cancel your enrollment within 30 days of purchase, but within 7 days of the class start date, an administrative/cancellation fee of $100 or 50% of your original class cost, whichever is less, will apply.
In the unlikely event that we cancel a class, you will be notified in advance whenever possible, and you will be eligible for a full class enrollment refund only. All other incurred expenses such as travel, lodging, and test fees are non-refundable.
Defective materials may be exchanged for the same product within 30 days of delivery.
Requests to cancel orders that have been processed are subject to a $20 administrative fee. If the order has been shipped and is in transit with the courier service, a $20 administrative fee plus shipment costs will be charged against the refund amount. You must contact our Customer Service department via phone, fax or email, to obtain a Return Authorization (RA) number. The box the materials are returned in must be postmarked within 30 days of receipt of the order and you need to include the RA number with the returned items. Please return the materials, along with a copy of the original invoice and return authorization number to:
C/O LSC Communications
1433 Pleasant Valley Road
Harrisonburg, VA 22801
Refunds will be issued to the original payment method within 30-45 business days after the return is received and processed.
College for Financial Planning®—a Kaplan Company Refund Policy
Purchases of online or downloadable products/services are final and non-refundable. Returns of paper-based study materials, prepackaged software, or product packages will be accepted within 30 days of the date you receive your order. All materials must be returned in original, like-new, resalable condition and in the original packaging and/or shrink-wrap, and product package returns must include all originally shipped components.
The College for Financial Planning®—a Kaplan Company has many programs and the Refund Policies vary by program.
- CFP® Certification Education program students please refer to the CFP® Certification Education Refund Policy.
- Students enrolled in one of our Professional Designations please refer to the Professional Designation Refund Policy.
- Graduate students either accepted into a Master of Science degree program or taking courses as a Non-Degree Seeking student, please review the Add/Drop section found in the Graduate Student Handbook. The refund policy can be found in the MS Program Refund Policy.
If you have any additional questions or would like to work with our student support team, just contact us.