Refund Policy

If you cancel your enrollment -

You may transfer to another "Live" class course. You may transfer to the Elder Planning Counselor Distance Learning Program at an additional cost of $100 + any taxes to cover the cost of the DVD set of the live presentations that we will send you to assist in your study. You also have the option to transfer your enrollment to someone else with no penalty.

If you choose to cancel completely within 14 days of your scheduled class without registering for another Live Class or Distance Learning Program, you will be charged a cancellation fee equal to 50% of the tuition paid for the program. All materials must be returned unused in original packaging.

ALWAYS CONFIRM DATES AND SPACE AVAILABILITY WITH US BEFORE MAKING AIRLINE OR HOTEL RESERVATIONS... 866-833-8606

OR EMAIL US AT  More Class Information

AIEPS Disclaimer 

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The American Initiative for Elder Planning Studies and/or its officers, agents, employees or Faculty are not providing legal, accounting, medical or specific advice to any situation.  

Please consult with your CPA and/or your Legal council before making any recommendations or decisions.

Please check with your professions’ State regulatory departments in regards to their requirements and prohibitions in the use of the EPC designation.