Transfer Request Form

AFC® Study Materials

AFC® course materials (textbooks and online study guide) are non-refundable and non-transferable thirty (30) days after the date of purchase.

AFC® course materials are ineligible for transfer if registrant has scheduled and/or or completed the AFC® exam. Transferee must be an AFC® registrant at the time of transfer. Transferor is responsible for the transfer and all associated cost(s) of physical AFC® course materials to the Transferee. AFC® course materials transferred via postal carrier must be postmarked within seven (7) business days of the transfer request and include parcel tracking. AFCPE is responsible for transferring digital AFC® course materials to Transferee. All approved transfer requests will incur a $100 non-refundable administrative fee.

AFC® Webinar Review

Live and/or recorded webinar review fees are non-refundable and non-transferable thirty (30) days after the date of purchase.

AFC® live and/or recorded webinar review fees are ineligible for transfer if registrant has attended one (1) or more live and/or recorded webinar review sessions. Transferee must be an AFC® registrant at the time of transfer. AFCPE is responsible for transferring AFC® live and/or recorded webinar review access to Transferee. All approved transfer requests will incur a $100 non-refundable administrative fee. 

AFC® Exam Fees

AFC® exam fees are non-refundable and non-transferable thirty (30) days after the date of purchase.

AFC® exam fees are ineligible for transfer if registrant has scheduled and/or or completed the AFC® exam. Transferee must be an AFC® registrant at the time of transfer. AFCPE is responsible for transferring AFC® exam credit to Transferee. All approved transfer requests will incur a $100 non-refundable administrative fee.

AFCPE Essentials Courses

AFCPE Essentials Courses are non-refundable and non-transferable five (5) days after the date of purchase.

Essentials Courses must be less than 25% complete at the time of request. All approved refund requests will be issued for the original purchase amount less a $100 non-refundable administrative fee.

Transferor Information

Transferor Contact Name(Required)
Transferor Contact Email(Required)
MM slash DD slash YYYY
MM slash DD slash YYYY

Transferee Information

Transferee Name(Required)
Provide the name of the person you are requesting to transfer registration TO.
Transferee Contact Email(Required)
If the transferee already has a myAFCPE account, please enter the associated email below. Otherwise, enter the transferee's email and a myAFCPE account will be created.

Tracking Details (If Applicable)

Payment Information

Refund & Transfer Policy Confirmation(Required)

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