Terms and Conditions

Cancellation Policy

Core Curriculum On-demand Learning: Cancellations for Chalk & Board Core Curriculum On-demand Learning courses must be done within 2 calendar days after online access is granted by contacting Chalk & Board LLC. A 15% administrative fee will be charged. Past 2 calendar days, no refunds will be granted.

Mock Exams/Workshops: There is a no cancellation policy or refunds for Mock Exams/Workshops.
Professional Behavior

The instructor reserves the right to dismiss candidates without refund who are deemed disruptive, disrespectful or acting in a non-professional manner. Professional behavior must be maintained at all times to provide the best learning environment for all.

Photographs/Video and Audio Recording

Candidates are not allowed to photograph, video record or audio record any part of the lectures without the express permission from Chalk & Board, LLC. Violation of this policy will result in candidate removal from the classroom. No refunds will be provided.

Policy Changes

Terms and conditions are subject to change without notice, please review periodically.

Online Access

Access to Core Curriculum products expires at the end of the calendar year. Mock Exams/Workshops products expire the day after the exam. Promotion may change at any time without prior notice. Chalk & Board LLC releases new product material every year as the CFA Program curriculum changes yearly. Shared use is STRICTLY prohibited. Please adhere to the copyright laws.

Required CFA Institute® disclaimer:

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Chalk & Board, LLC. CFA ® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.


All rights reserved. In accordance with the U.S. Copyright Act of 1976, the scanning, uploading, and electronic sharing of any part of these videos or books without the permission of the publisher constitute unlawful piracy and theft of the author’s intellectual property.

These materials may not be copied without written permission from the author. The unauthorized duplication of these notes is a violation of global copyright laws and the CFA Institute Code of Ethics. Your assistance in pursuing potential violators of this law is appreciated.

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