Scope

The College collects and maintains customer information to keep you informed about services that can meet your needs now and in the future. We do not disclose your information to anyone for the purpose of marketing or soliciting products or services other than our own. The College’s website takes every precaution to protect your information both online and off-line. 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 address) with their cookies. We use IP addresses and cookies to analyze trends, administer the site, track user movement, and gather broad demographic information for aggregate use. 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.

Opt Out

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 Student Services Center at 800-237-9990 option 2. 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 email newsletter may unsubscribe by following the instructions in the newsletter.

What 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.

Why We Collect

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

  • to protect you from fraud, unauthorized transactions, and the like
  • to service your accounts with the College
  • to keep you informed about services that can meet your needs now and in the future

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

Third Parties

We share information with nonaffiliated third parties when they are acting on our behalf, or acting jointly with us. We may disclose all of the information we collect, as described above, to appropriate third parties including, where relevant

  • The Certified Financial Planner Board of Standards, Inc.
  • The CFA Institute
  • 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)
  • Third parties involved in supporting the financial services industry (including, but not limited, to industry trade associations) We also share information with others as permitted or required by law such as credit bureaus, government entities, in responding to subpoenas and other legal processes, and those with whom you have requested or directed us to share information.

We do not disclose nonpublic personal information about our students to anyone for the purpose of marketing or soliciting products or services other than our own. We only share information with 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. Your name, address, and date of completion may be included in a directory of graduates published and/or distributed by the College.

Protection

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. The policies and practices described in this disclosure replace all previous notices or statements regarding this subject. The policies and practices described in this disclosure apply to consumers who have, or have had, a customer relationship with the College for Financial Planning®.

Security

The College's Web site takes every precaution to protect our users' information. When users submit sensitive information via our Web site, their information is protected both online and off-line. 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 on which we store personally identifiable information 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. By enabling a cookie on our site, the user would not have to log in with a password more than once, thereby saving time while on our site. Some of our business partners may use cookies on our site. However, we have no access to or control over these cookies. In addition, these partners have no way of obtaining personally identifying information (such as email address, name, or address) with their cookies.

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

Safe Harbor 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 Student Services Center at 800-237-9990 option 2.

Privacy Policy

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.

 

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