Cancellation Policy
We recognize that scheduling conflicts can arise. Our cancellation policies vary by event, but typically if you cancel at least two days prior to the event we will issue a refund. To initiate this refund, please contact us.
Professional Learning (PL) Credits
PL credits are automatically applied to members who are also CFA Institute members. Generally, 1 hour of content = 1 PL credit.
Bringing a Guest
Guests need to have their own free CFA Institute account. As host, you are welcome to create this account for your guest. Guest Enrollment only requires First Name, Last Name, and a valid Email Address.
On-site registrations will be allowed as available and are payable with check, credit card or cash.