Policies

UNIQUE 100% SATISFACTION GUARANTEE
If you're unsure whether a particular program will give you the level of knowledge or relevant information you seek, register today, knowing that you can rely on our unique 100% money-back Relevance Guarantee. It's our way of reassuring you that your satisfaction is our highest priority.
 

CUSTOMER LOYALTY DISCOUNT
When two or more from the same company attend any program together, each receives a
10% discount. Individuals who attend 3-5 seminars per year, save 5%; More than 5 seminars per year, save 10%.
 

PREFERRED PROVIDER PROGRAM
Enroll your company or firm in the CPE INC. Preferred Provider Program, which enables your organization to benefit right along with you. Discounts begin when any number of people in your company or firm attend a total of 10 seminars within a contract year. Your company or firm can earn discounts of more than 20% per year. These discounts are in addition to the Customer Loyalty Discounts.
 

PRIVACY POLICY
CPE INC. does not disclose credit card account information provided by its customers. When customers choose to pay using their credit cards, CPE INC. submits the information needed to obtain payment to the appropriate clearinghouse. We do not provide or sell credit card information to third parties. If our privacy policies change, we will notify all users by a special announcement placed on our website.
 

SEMINAR CANCELLATION & REFUND POLICY
Cancellations received prior to two full business days before the date of the seminar will be honored. If you prepay and cannot attend a program, you will receive a full refund or a credit for the full price if you notify us more than two full business days before the start of the program. For cancellation notices received after the two-day deadline, the full fee, less $185*, will be converted to a transferable, nonrefundable credit to be applied toward a future program. Any credits issued must be used within two calendar years. If notification of cancellation is not received prior to the day of the program, the full fee is payable. For further information, policies or complaints, call 1-800-544-1114.

Note: Colleague substitution permitted with no penalty.

*Cancellation fees may vary for seminar programs. The cancellation fee will be doubled for two-day seminars. For more information, please call 1-800-544-1114.

CPE INC. recommends making travel arrangements once the seminar has been confirmed.  Course confirmation usually occurs 7 to 10 days prior to the event.  
 

CONFERENCE CANCELLATION & REFUND POLICY
You may send notification of a substitute at any time prior to your scheduled conference. If cancellation notice is received in writing or by telephone more than 10 business days before the conference, you will receive a full refund or a credit for the full price. Any credit issued must be used within one calendar year. For cancellation notices received after the 10-day deadline, and prior to two (2) full business days before the conference, the full fee, less $450*, will be converted to a transferable, nonrefundable credit to be applied toward a future conference for up to one year from the date of the original cancellation. Any cancellation within two (2) full business days of the conference is subject to full penalty, and the total amount of the conference fee is due in full and is nonrefundable. For further information, policies or complaints, call 1-800-544-1114.

Note: Colleague substitution permitted with no penalty.

*Cancellation policies and fees may vary for conference events. For more information, please call 1-800-544-1114.

CPE INC. recommends making travel arrangements once the conference has been confirmed.  Course confirmation usually occurs 10 to 14 days prior to the event.  
 

BOOT CAMP CANCELLATION & REFUND POLICY
You may send notification of a substitute at any time prior to your scheduled program. If cancellation notice is received in writing or by telephone more than 10 business days before the program, you will receive a full refund or a credit for the full price. Any credit issued must be used within one calendar year. For cancellation notices received after the 10-day deadline, and prior to two (2) full business days before the program, the full fee, less $750, will be converted to a transferable, nonrefundable credit to be applied toward a future program for up to one year from the date of the original cancellation. Any cancellation within two (2) full business days of the program is subject to full penalty, and the total amount of the program fee is due in full and is nonrefundable. For further information, policies or complaints, call 1-800-544-1114.

Note: Colleague substitution permitted with no penalty. 

CPE INC. recommends making travel arrangements once the bootcamp has been confirmed.  Course confirmation usually occurs 10 to 14 days prior to the event.  
 

FORUM CANCELLATION & REFUND POLICY
You may send notification of a substitute at any time prior to your scheduled forum. If cancellation notice is received in writing or by telephone more than 10 business days before the forum, you will receive a full refund or a credit for the full price. Any credit issued must be used within one calendar year. For cancellation notices received after the 10-day deadline, and prior to two (2) full business days before the forum, the full fee, less $185, will be converted to a transferable, nonrefundable credit to be applied toward a future program for up to one year from the date of the original cancellation. Any cancellation within two (2) full business days of the forum is subject to full penalty, and the total amount of the forum fee is due in full and is nonrefundable. For further information, policies or complaints, call 1-800-544-1114.

Note: Colleague substitution permitted with no penalty.

CPE INC. recommends making travel arrangements once the forum has been confirmed.  Course confirmation usually occurs 7 to 10 days prior to the event.  
 

LIVE WEBINAR CANCELLATION & REFUND POLICY
Cancellations received prior to two full business days before the date of the live webinar will be honored. If you prepay and cannot attend a program, you will receive a full refund or a credit for the full price if you notify us more than two full business days before the start of the program. For cancellation notices received after the two-day deadline, the full fee, less 35% of the webinar price, will be converted to a transferable, nonrefundable credit to be applied toward a future program.* Any credits issued must be used within one calendar year. If notification of cancellation is not received prior to the day of the program, the full fee is payable. Colleague substitution permitted with no penalty. For further information, policies or complaints, call 1-800-544-1114.

Note: This policy does not apply to Evening & Weekend Webinar Pass holders.

*For Conference, Forum and Boot Camp webinars, the cancellation notification must be received in writing or by telephone more than 10 business days before the date of the webinar to receive a full refund or a credit for the full price.
 

EVENING & WEEKEND LIVE WEBINAR PASS HOLDER CANCELLATION POLICY
Cancellations received prior to two full business days before the date of the webinar will be honored. If you cancel after the two-day deadline, you will be charged a $25 administrative fee. If notification of cancellation is not received prior to the day of the webinar, the credit hours of that webinar will be forfeited from your Webinar Pass. For further information, policies or complaints, call 1-800-544-1114.

Note: Evening & Weekend Webinar Passes are not transferable or refundable.
 

QAS SELF-STUDY WEBINAR CANCELLATION & REFUND POLICY
You may cancel a non-completed self-study webinar for a full refund or credit within 24 hours of purchase. Any credit issued must be used within one calendar year. Courses expire after one year. Expired courses will not be refundable. In the rare event that CPE INC. must cancel a self-study webinar, you will receive a full refund of the original purchase price. For further information, policies or complaints, please call 1-800-544-1114.

 

PURCHASE COMMUNICATION
When you register for a CPE INC. program, you are agreeing to receive email communications from us. These emails contain relevant information for CPAs and Financial Professionals and include course information, special offers, and news and expert insights.

If you prefer not to receive email communications from us, follow the opt-out directions located at the bottom of any CPE INC. email.

For print mailings, please be sure to provide us with the exact name, mailing address, and/or email address as it appears on the printed piece, so that we can be sure to identify you correctly. All mail removal requests may require up to a month to take effect.

 

 

CPE INC.  •  370 Reed Road, Suite 227  •  Broomall, PA 19008  •  1-800-544-1114  •  1-610-328-7086