Administrative Policies

We pride ourselves on offering engaging and up-to-date education to our staff and community. Please familiarize yourself with our administrative policies below.

Record Retention Policy

Our policy is to retain the following records for at least five years:
• Records of participation
• Dates and locations of program offerings
• Author/instructor, author/developer and reviewer names and credentials. For the CPA and tax attorney acting as an author/instructor, author/developer and reviewer for accounting, auditing or tax program(s), the state of licensure, license  number and status of license should be maintained. For the enrolled agent acting in such capacity for tax program(s), information regarding the enrolled agent number should be maintained.
• Number of CPE credits earned by participants
• Results of program evaluations
• Program descriptive materials (course announcement information)

Course Update Policy

Annual Review: Courses are reviewed and updated annually by a subject matter expert before they are made active.

QAS Self-Study Based Programs

  • Credit Allocation: CPE credits are granted based on a 50-minute credit hour.
  • Exam Requirement: To receive CPE credit, you must correctly answer at least 75% of the final exam questions within one year of the date of purchase.
  • Certification: Certificates are provided once all learning activities, including passing the final exam, have been completed.

    • Refund Policy

    We like to have fun, but we take our business seriously. We’d appreciate your careful consideration of the service and products available on the site, and we advise you to make your purchases of any of our offers, products, or services carefully. We are happy to work with each customer until they are fully satisfied. We allow refunds if the course has not been started within 14 days or less of purchase. You can begin a refund request by contacting support@federalfinancecpe.com.

    If a program is being offered free of charge, there will be no refunds issued.

    Course Cancellation Policy

    We reserve the right to discontinue or modify without notice or liability, any portion of this website.  However, in the event that Federal Finance CPE decides to discontinue a particular online product, membership, or service you have paid for, and no specific duration was outlined for how long a particular online product or service will be available, such product or service will be made available to you for a minimum of 90 days, or for however long Federal Finance CPE continues to support that version of the program, whichever is later. This is what any language about “lifetime access” may mean in any marketing materials, access for the “lifetime” of the course or program, not YOUR lifetime.

    In the event that Federal Finance CPE must cancel a course or program, all registered participants will be notified via email. Additionally, a cancellation notice will be posted on our learning management system and website.


    Complaint Resolution

    Contact Information: For more information regarding refund, complaint, and program cancellation policies, please get in touch with us at support@federalfinancecpe.com.
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