Academic Policies & Forms
Students currently enrolled in a program offered by the College for Financial Planning® - a Kaplan Company can view academic policies in our College Catalog. Below you'll also find information on important academic forms you might need as a student of the College for Financial Planning®—a Kaplan Company.
When you enroll in the College for Financial Planning®—a Kaplan Company's programs or courses you expressly agree to comply with the operational policies and procedures stated or referenced herein, and with any changes adopted during your term of enrollment. You are expected to notify the College promptly of changes in your address, email, employer, or telephone number.
The College reserves the right to change or amend policies and procedures, testing administration, graduation requirements, course content and materials, and tuition and other fees, as well as cancel a course, without advance notice. Through its academic disciplinary process the College maintains the right to suspend or dismiss any individual who does not comply with its policies and procedures.
- 2021-2022 College for Financial Planning College Catalog
- Professional Designations Marks Usage Guidelines
Below you'll also find information on important academic forms you might need as a student of the College for Financial Planning®—a Kaplan Company
You are not eligible for protection from the STRF and you are not required to pay the STRF assessment, if you are not a California resident, or are not enrolled in a residency program.
It is important that you keep copies of your enrollment agreement, financial aid documents, receipts, or any other information that documents the amount paid to the school. Questions regarding the STRF may be directed to the Bureau for Private Postsecondary Education, 1747 North Market Blvd., Suite 225, Sacramento, CA 95834, (916) 574-8900 or (888) 370-7589.
7. You sought legal counsel that resulted in the cancellation of one or more of your student loans and have an invoice for services rendered and evidence of the cancellation of the student loan or loans.
Following the initial conferment of one of the College for Financial Planning®—A Kaplan Company’s professional designations, authorization for continued use of the credential must be renewed every two years.
Review our designation renewal requirements and complete your renewal online by logging into your student account or by completing this designation renewal form.
If you need to voluntarily relinquish your designation from the College, please complete this designation relinquishment form.
Individuals authorized to use one of the College for Financial Planning's professional designations are subject to a disciplinary process. Complaints against a designee may be filed by a designee's client, employer, or any other individual with whom the designee has established a formal business engagement for purposes of providing asset management, retirement planning, or financial planning services to that individual.
The College for Financial Planning investigates all complaints and its Ethical Conduct Committee determines whether allegations are justified and whether the conduct warrants disciplinary action.
A fee of $15.00 per copy is required when ordering and can be paid to the Student Services Department at 1.800.237.9990.
You are responsible for initiating a request for withdrawal. You will be assigned an enrollment status of "withdrawn" if you voluntarily withdraw from any active College course or program. To voluntarily withdraw, you must complete and sign the College for Financial Planning's Withdrawal Form. This form must be returned by email or fax as directed on the form. Your withdrawal will be effective on the date the College receives your completed Withdrawal Form. A final grade of ‘W’ will be assigned to any withdrawn course.