Exam Rescheduling and Refunds Policy

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

  • When cancelling an exam 2 or more days before their scheduled Exam Date, the Candidate may reschedule their exam for no additional fee or request an exam fee refund less a $50 processing fee. Note: to avoid a rescheduling or cancellation fee, the exam must be cancelled by 7pm Eastern Time two days prior to the scheduled Exam Date.

  • When the Candidate does not cancel or reschedule their exam 2 days or more before their scheduled Exam Date, or when the Candidate does not show for their scheduled exam time, the Candidate may reschedule their exam after paying a $150 rescheduling fee or request an exam fee refund less a $150 cancellation fee. 

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 within 2 days of their scheduled Exam 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 $150 rescheduling/cancellation fee be refundable.

Study Guide Refund

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.

Continuing Education Refund or Returns

Print materials 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.

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