Policies

Refund Policy

Live Courses

For live courses (webinars or in-person seminars), full refunds will be granted if the student cancels by 30 days before the course start date. You may substitute another student from your agency up to 2 days before the course start date. To substitute a student, please email us at support@yellowbook-cpe.com.

Self-Study Courses

Purchasing a self-study course grants the student access to the course and to the opportunity to earn a certificate for 1 year. Purchasing a self-study course is not a guarantee that a certificate will be earned. If a student leaves the agency that purchased their self-study course AND has not started the Qualified Assessment, the agency may request for the course to be transferred to another student for the remainder of the year. To request a transfer, please email us at support@yellowbook-cpe.com.

If you are dissatisfied with a self-study course AND have not started the Qualified Assessment, a full refund will be granted upon request. No refunds will be granted after the Qualified Assessment has been started.

Refund Methods

If a refund is requested on the day of a purchase, the credit card can be refunded. After the day of purchase, the refund will be issued via check mailed to the billing address on the order.

Payment Terms

When an order is placed with the Credit Card or PayPal payment methods, payment is processed automatically and the purchasing contact on the order will receive an order receipt via email.

When an order is placed with the Purchase Order payment method, our accounting department will email an invoice to the purchasing contact on the order (usually within one business day). Invoice terms are based on the following:

For live courses (webinars or in-person seminars), payment is due by the conclusion of the course. Once the cancellation window has closed, payment is due regardless of the student’s attendance or CPE earned (see “Refund Policy”).
For self-study courses, payment is due 10 days past the invoice date.

Program Cancellation

If a program is cancelled, the student will be notified immediately and a full refund will be issued.

Complaint Resolution Policy

Student complaints will be documented and resolved in a timely manner. The student will be asked to document in an email that they are satisfied with the response to the complaint. These records will be kept for a minimum of five years. Complaints can be communicated to Yellowbook-CPE.com through email, mail, or over the phone:

support@yellowbook-cpe.com

Yellowbook-CPE.com
P.O. Box 5857
Lago Vista, Texas 78645

(979)493-5569

NASBA Sponsor

Yellowbook-CPE.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Participants have one year from the date a self-study course was purchased to complete the course.

Record Retention

Yellowbook-CPE will maintain records for a minimum of five years. These records shall include:

Course taken
Name and email address of student
Address and contact information for purchasing contact
Instructor/ Course Author name, credentials, and contact information
Program materials
Hours granted
Date completed
Location of seminar (for in-person events)
Sign In Sheets (for in-person events)
Attendance and Polling records (for webinars)
Elements of engagement (for Group Live events)
Word count documentation (for Self-Study courses)
Quality testing records (for Self-Study courses)
Evaluation forms
CPA reviewer review/credentials
Content reviewer review/credentials

Statement of Attendance Monitoring Procedures

In-Person Events

Instructor(s) will ask participants to sign in and sign out to document attendance. Instructor will ask participants to not on the sign in sheet if they miss any class time. Class sizes are typically small because of their highly interactive nature. This will allow the instructor to monitor and note on the sign-in sheet when participants are not in attendance. Yellowbook-CPE will keep these sign in sheets for five years.

Webinars

For webinars, participants need to be logged in with their unique webinar link AND prove that they are paying attention (answering polls) in order to receive full credit. Yellowbook-CPE will poll participants at least three times an hour. Participants must answer 70% of all polling questions to earn full CPE credit.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. 10-minute breaks will typically be taken every hour.

To see a breakdown of how many polls and minutes of attendance are required per credit hour, see this page.

Yellowbook-CPE.com will keep records of webinar attendance and polls for five years.

Program Content Development Procedures

All new courses, including live seminars (“Group programs”) and self-study programs are reviewed by a content reviewer who is a licensed CPA to assure that the program is accurate and current and addresses the stated learning objectives. This content review occurs before the start date of live seminars.

All live seminar (“Group program”) events are reviewed by a licensed CPA.

Yellowbook-CPE.com will keep records of content reviews and reviewer credentials for five years.

Course Update Policy

Live seminars (“Group programs”) are updated to incorporate new auditing or accounting standards as needed. All courses including live seminars and self-study will be updated at least annually. All CPE programs are reviewed by a content reviewer who is a licensed CPA after each significant revision.