Cancellation / Refund Policy

Cancellation requests for CPE Courses will only be accepted via email at cpe@kaplan.com at any time within 3 business days of the date a course is first launched by a student. No refunds will be granted on any course refund requests received after the expiration of the 3 business day window. All course cancellations are subject to a 20% administrative fee.

The cancellation and refund policy is subject to change from time to time without notice. The policy in effect and published on the website as of any date the date a notice of cancellation is received by Kaplan CPA Education will govern the conditions of any cancellation/refund request.

All complaints related to cancellation, refund, and other Kaplan CPA Education policies are administered by Kaplan CPA Educations Customer Service Manager. Currently, Kaplan CPA Educations Customer Service Manager is Jill Buswell, who may be reached directly at 608-779-5599 ext. 2206 (international) or 888-325-5072 ext. 2206 (U.S. and Canada).

Course Review Policy

Kaplan CPA Education makes every effort to maintain the content of its courses. Kaplan CPA Education courses undergo a rigorous evaluation, quality assurance, and compliance process before being made available to its customers. Course materials are sent to an external accounting contractor for checks of content accuracy and relevancy, a comparison to applicable laws and statutes, and to assure clarity of material. A second review is done by a Certified Public Accountant at Kaplan CPA Education. If substantive changes have occurred, and it is deemed necessary, the course will go through pilot testing of a minimum of three independent Certified Public Accountants, as required by the National Association of State Boards of Accountancy (NASBA). Kaplan CPA Education updates its courses no less frequently than on an annual basis, and in any event to reflect any changes to applicable tax laws.

Record Retention Policy

Kaplan CPA Education will retain appropriate records for a minimum of seven years. These records include:

• Program outline/materials.
• Records of participation.
• Dates during which program was available for purchase.
• Number of credits earned by participants.
• Results of program evaluations.
• Program authors names and credentials.
• Pilot testing results, including date of pilot test, the target participant population, how the sample participants were selected, names, addresses, telephone numbers and job resumes of sample participants, and a summary of participants actual completion time and the calculation of the recommended CPE credit.

Kaplan CPA Education corporate policy is to maintain billing and payment information per Internal Revenue Service requirements. Kaplan CPA Education periodically reviews individual State Boards of Accountancy record retention policies and defaults to the strictest laws.

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