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"I am always looking for a way to learn more about the wealth management field and earn credentials that are recognized by clients and competitors. The AWMA program allowed me to accomplish this at my own pace on evenings and weekends. The College for Financial Planning has a strong reputation in my industry, and I found their materials to be detailed, well-written, and up-to-date. The program seems to anticipate the consultative direction in which my company is evolving."

Dennis Wentraub, CRPC®, AAMS®, AWMASM
                             

"The CRPC program gave me a renewed enthusiasm for my career along with a higher level of confidence in the quality of advice I can offer my clients. My increased confidence will help me compete for new business in an increasingly competitive environment."

Frederick Bothmer, CRPC, CFM
                             - Merrill Lynch

 

 

 

Privacy Policy

You Have Choices Regarding How Information About You Is Shared
If you would like to opt out of information shared with outside companies not affiliated with the College for Financial Planning, your preferences will be honored. If you choose to opt out of information sharing, please call our toll free number 1-800-237-9990.

If you have already provided an opt out choice to us, you do not need to opt out again unless you decide to change your preferences.

Users who no longer wish to receive our e-mail newsletter may unsubscribe by following the instructions in the newsletter.

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Information We Collect
The College collects and maintains customer information as part of our educational services in administering your relationship with the College. In the course of serving you, we collect information about you from a variety of sources, such as
  • information you provide to us on applications or forms; or
     
  • information about your transactions or experiences with the College.

The customer information we collect is used to provide educational services and to help you achieve your goals.

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Reasons for Collecting Information
Information may be used or shared within the Apollo Group family, our parent company, as well as with authorized third parties, for a number of purposes such as
  • protecting you from fraud, unauthorized transactions, and the like.
     
  • servicing your accounts with the College.
     
  • keeping you informed about services that can meet your needs now and in the future.

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Information Shared with Apollo Group
We share information within the Apollo Group family of companies so that we can work together to meet your needs. We may disclose all of the information we collect, as described above, with Apollo-affiliated companies.

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Information Shared with Nonaffiliated Third Parties
We share information with nonaffiliated third parties when they are acting on our behalf, or acting jointly with us. Where relevant, we may disclose all of the information we collect, as described above, to appropriate third parties, including
  • the Certified Financial Planner Board of Standards, Inc. of Denver, Colorado.
     
  • those third parties involved in granting or processing continuing education credits on your behalf, including course delivery providers, learning management systems, and providers of library services.
     
  • your employer (note: opting out may result in your employer not paying your tuition).
     
  • the Financial Planning Association.
     
  • those agencies as required by law, such as credit bureaus, government entities, and in response to subpoenas and other legal processes, as well as agencies with whom you have requested or directed us to share information.
     
  • not disclosing nonpublic personal information about our students to anyone for the purpose of marketing or soliciting products or services other than our own.
     
  • only those third parties acting on our behalf or jointly with us, when those third parties have agreed in writing to provide at least the same level of privacy protection as provided by the College.

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Protecting Customer Information
We are committed to protecting the security and integrity of customer information through procedures and technology designed for this purpose.

The policies and practices described in this disclosure

  • are subject to change, but we will communicate any significant changes to you as required by applicable law;
  • replace all previous notices or statements regarding this subject; and
  • apply to consumers who have, or have had, a customer relationship with the College for Financial Planning.

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Web Site Security
The College’s Web site takes every precaution to protect our users’ information. When users submit sensitive information via the Web site, the information is protected both online and offline.

When our registration/order form asks users to enter sensitive information (such as a credit card number), that information is encrypted and protected with the best encryption software in the industry—SSL. While on a secure page, such as our order or enrollment form, the lock icon on the bottom of Web browsers such as Netscape Navigator and Microsoft Internet Explorer becomes locked, as opposed to unlocked, or open, as it is when you are just ‘surfing.’

While we use SSL encryption to protect sensitive information online, we also do everything in our power to protect user information offline. All of our users’ information, not just the sensitive information mentioned above, is restricted in our offices. Only employees who need the information to perform a specific job (for example, our billing clerk or a student services representative) are granted access to personally identifiable information. Furthermore, all employees are kept up-to-date on our security and privacy practices. Every quarter, as well as any time new policies are added, our employees are notified and/or reminded about the importance we place on privacy, and what they can do to ensure our customers’ information is protected. Finally, the servers that we store personally identifiable information on are kept in a secure, locked environment.

Cookies
A cookie is a piece of data stored temporarily on the user’s hard drive containing information about the user. Usage of a cookie is in no way linked to any personally identifiable information while on our site. Once the user closes their browser, the cookie simply terminates. For instance, by setting a cookie on our site, the user would not have to log in a password more than once, thereby saving time while on our site.

If a user rejects the cookie, they may still use portions of our site, but will be limited in many areas. For example, the user will not be able to take courses and exams, or post messages on our discussion forums.

Cookies can also enable us to track and target the interests of our users to enhance the experience on our site.

Some of our business partners may use cookies on our site (for example, advertisers). However, we have no access to or control over these cookies. In addition, our advertisers have no way of obtaining personally identifying information (such as e-mail address, name, or street address) with their cookies.

Log Files
We use IP addresses and cookies to analyze trends, administer the site, track user movement, and gather broad demographic information for aggregate use.

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Safe Harbor Principles
The College conforms to the safe harbor principles through self-assessment. We periodically conduct objective reviews to ensure compliance. We make every effort to ensure the privacy of our site users and wish to hear from you if you have any comments or questions about our privacy policy, its implementation, or the use of your personally identifiable information. Please contact us at any time you feel we are not in compliance with any portion of the safe harbor principles by calling
1-800-237-9990.

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