Administrative Policies

WealthAbility® self-study continuing professional education courses are available individually, or as part of an “All Access Pass” subscription. All self-study video courses offering CPE require the passing of a qualified assessment exam with a score of no less than 75%, and the successful completion of all engagement and review questions in the course to receive CPE credit.


Record Retention Policy:

The following documentation will be retained electronically for a minimum of five years:

  • Records of participation
  • Dates of registration and course completion 
  • Author, developer and course reviewer names and credentials
  • CPE credit determination records (method 2 - word count formula)
  • Program descriptive materials
  • Results of qualified assessment examinations
  • Number of CPE credits earned by participants
  • Results of program evaluations


Course Update Policy:

All WealthAbility® courses contain the most recent publication, revision and/or review date noted in the course description section of the course player. All WealthAbility® CPE courses are reviewed by a subject matter expert at a minimum of once per year.


Cancellation Policy:

WealthAbility® CPE “All Access Pass” monthly or annual subscription are automatically renewed at the end of the subscription term unless cancelled during the subscription period. Subscriptions can be canceled at any time by completing the steps below:

Step #1: Login to Student Dashboard

Step #2: Click on My Account

Step #3: Click on Billing

Step #4 Click on Cancel Subscription

Refund Policy:

Refunds for individual CPE courses or the “All Access Pass” subscription are available within 30 days of purchase. If you are not satisfied with your experience, for any reason, you may request a full refund within 30 days of purchase. Please contact customer support at

Qualifying refunds will be processed within fourteen (14) business days of request of refund to the original payment source (e.g. credit card).

Complaint Resolution Policy:

For more information regarding administrative policies such as refunds, subscription cancellation, or complaint resolution, please contact our office at 480.565.8000 or email us at

Accessibility Statement:

WealthAbility® CPE is committed to ensuring accessibility for people with disabilities. We are continually improving the on-demand learning experience and working towards applying the relevant accessibility standards. Please let us know if you encounter accessibility barriers on our website or while engaging with any of our courses.

Policy Updates:

Administrative policies such as the refund policy may change from time to time. All changes to any administrative policy will be posted to the website and are effective as of the posting date.

Policy last update: 1/31/23