Administrative Policies

CFI Administrative Policies

Below are CFI’s administrative policies for record and document retention, returns and refunds, program cancellation, complaint resolution, and course updates.


Record Retention Policy

Corporate Finance Institute is obligated to maintain for a minimum of 7 years all user records and internal documents, including electronic documents – e-mail, Web files, text files, sound and movie files, PDF documents, and all Microsoft Office or other formatted files.

Corporate Finance Institute is also obligated to retain the following:

  • Records of participation
  • Dates and locations of program offerings
  • Number of CPE credits earned by participants
  • Results of program evaluations
  • Program descriptive materials (course announcement information)


Returns and Refunds Policy

CFI issues refunds for digital products on a case-by-case basis within 15 days of the original purchase of the product. We typically only provide refunds for technical issues related to our digital products or downloads.

We recommend contacting us for assistance if you experience any issues receiving or downloading our products.

Contact us if you have any questions about our Returns and Refunds Policy by email: [email protected].


Program cancellation policy

Courses offered by Corporate Finance Institute are self-paced and therefore are not subject to cancellation. If there are any additional inquiries, please see our Returns and Refunds Policy or contact us by email: [email protected].


Complaint resolution policy

For more information regarding administrative policies such as complaints, please contact Tim Vipond at [email protected] or 1-800-817-7539.


Course update policy

Corporate Finance Institute is obligated to disclose the most recent publication, revision or review date for each individual course. Courses are subject to revision once per year for updates related to changes in codes, laws, rulings, decisions, interpretations, etc. Courses are subject to a full re-make every 5 years.


More CFI policies