Customer Service

Privacy

International Foundation for Retirement Education is committed to protecting your privacy. We will not sell or disclose any information that identifies you to a third party without your prior approval. We may use the information we collect to periodically notify you about new services or special offers we think you'll find valuable. If you would rather not receive this information, you may send an e-mail to ksmith@infre.org with "Unsubscribe Me" as the subject line. International Foundation for Retirement Education does not sell, trade or rent your personal information to others.

Shipping

You can view an estimate of shipping costs by viewing your cart. However, final shipping costs will be displayed on the Invoice you see before confirming your order.

Returns

Print materials and unopened audio CDs may be returned in unused condition within thirty business days from the date of receipt. In general, digital content purchased and/or downloaded from InFRE is not returnable, however if you experience technical difficulties please contact us and we are happy to help you troubleshoot the problem.

No refunds will be granted when materials are returned more than thirty business days from the date of receipt or in damaged condition.

CRC® Study guides may be returned in unused condition within ten business days from the date of receipt. No refunds will be granted when study guides are returned more than ten business days from the date of receipt or in damaged condition.

Exam Rescheduling and Refunds Policy

Candidates unable to sit for the CRC® Examination who have submitted their Request to Schedule CRC® Examination Form with payment and who then subsequently wish to cancel their Exam Date may reschedule their  exam or request an exam fee refund as follows:

  •  When such request is received prior to or on the Exam Request Deadline date for the Candidate’s scheduled Exam Date, the Candidate may reschedule their exam for no additional fee or request an exam fee refund less a $50 processing fee.
  •  When such request is received between the Exam Request Deadline date and 7 days in advance of the Candidate’s scheduled Exam Date, the Candidate may reschedule their exam after paying a $100 rescheduling fee or request an exam fee refund less a $50 processing fee and a $100 cancellation fee ($150 total).
  •  When such request is submitted within seven days prior to the Candidate’s scheduled Exam Date or when the Candidate does not show for their scheduled exam, the Candidate must submit a new Request to Schedule Examination Form with full exam fee payment and will not be entitled to a refund.

It is the Candidate’s responsibility to know and understand the CRC® eligibility policy as stated in Section 3.1 of the Certified Retirement Counselor® (CRC®) Program Policies Manual and no refunds will be granted when a Candidate fails to meet the eligibility requirements.

When a Candidate must cancel an Exam Date within seven days of their scheduled date due to a medical emergency or other extenuating circumstance and is denied an opportunity to reschedule or a refund per the above policy, the Candidate may submit a written appeal with supporting documentation that clearly states the reasons for cancellation. The CRC® Appeals Committee will consider all appeals and respond to the Candidate in accordance with the appeals policy. The decision of the CRC® Appeals Committee will be final. Under no circumstances will the $50 processing fee or $100 rescheduling/cancellation fee (when applicable) be refundable.

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