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Business Profile

Colleges and Universities

College For Financial Planning

This business is NOT BBB Accredited.

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Complaints

Customer Complaints Summary

  • 2 total complaints in the last 3 years.
  • 2 complaints closed in the last 12 months.

If you've experienced an issue

Submit a Complaint

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

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Complaint status

Complaint type

  • Initial Complaint

    Date:07/22/2025

    Type:Product Issues
    Status:
    Resolved
    Resolved:
    The complainant verified the issue was resolved to their satisfaction.
    Unresolved:
    The business responded to the dispute but failed to make a good faith effort to resolve it.
    Answered:
    The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
    Unanswered:
    The business failed to respond to the dispute.
    Unpursuable:
    BBB is unable to locate the business.
    On June 4, 2025 I ordered an official transcript with the College for Financial Planning (a ********************) to request an academic transcript of my studies of the Chartered Retirement Planning Counselor or **** designation. It is well known that an Academic Transcript includes a detailed record of a student's academic performance, including courses taken, grades received, and degrees awarded. Not just degree awarded or in this case, professional designation earned. I emailed the college at ****************** to request they either provide me with an official academic transcript per collegiate industry standards or refund me. They sent an initial reply. They asked for clarification with the following question "Are you looking for documentation that shows more about the **** course content?" I was very clear with my request and expectation and ignored me/refused to follow-up to resolve my request.

    Business Response

    Date: 07/23/2025

    Thank you for the opportunity to respond to our student's complaint. After reviewing our records, the transcript issued to the student on June 7, 2025 provides a complete academic history following the College's standard template, which includes course title, enrollment dates, and final grades. We do not include course assignments or detailed course topics on transcripts, although that information can be found in the course syllabus. We apologize for any gaps in communication as our records do not show any emails received from the student between June 10, 2025 and July 21, 2025. An email was received the afternoon of July 22, 2025. We remain open to working with the student and encourage direct contact with the ****************** regarding transcripts and refund requests: *******************

    Customer Answer

    Date: 07/30/2025

     
    Complaint: 23638132

    I am rejecting this response because: refund has not been processed. You say that "your records do not show any emails received from the student between June 10, 2025 and July 21, 2025. An email was received the afternoon of July 22, 2025. We remain open to working with the student and encourage direct contact with the ****************** regarding transcripts and refund requests: ******************." 

    Whereas the attached PDF of the email I sent - shows I emailed you at ****************** on June 9, 2025 & July 9 2025, and to this day, I have not received a response to that email.

    So how many times do I have to email ******************?


    Sincerely,

    ******** *******

    Business Response

    Date: 08/06/2025

    Were truly sorry for any frustration this situation may have caused. Your $15.00 refund has been processed to your original payment method, and it should appear in your account within 35 business days, depending on your financial institution. We value your business and appreciate the opportunity to make this right. Thank you for your patience and understanding.

    Customer Answer

    Date: 08/07/2025

     
    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me. Thank you for resolving by processing a refund. 

    Sincerely,

    ******** *******

  • Initial Complaint

    Date:03/25/2025

    Type:Product Issues
    Status:
    Resolved
    Resolved:
    The complainant verified the issue was resolved to their satisfaction.
    Unresolved:
    The business responded to the dispute but failed to make a good faith effort to resolve it.
    Answered:
    The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
    Unanswered:
    The business failed to respond to the dispute.
    Unpursuable:
    BBB is unable to locate the business.
    On March 6th 2023, I purchased the "Premium Review Package" for $1,514.42 for the *** exam with the expectation of sitting for the exam later that year. However, due to a lawsuit and then the process of starting my new firm in November 2023, I was unable to use these materials during that period.Recently on March 25th 2025, I contacted ****** College of Financial Planning customer service to request either a discounted rate or an extension for the materials, since they went entirely unused. I explained that these personal and professional obstacles prevented me from accessing or benefiting from the product. To my disappointment, ****** informed me that I would have to repurchase the materials at the full market price.Why This Is a Problem:I did not have the opportunity to utilize any portion of the materials. The firms stance means I must pay the same full price again, which I believe is unfair, given unforeseen circumstances.Resolution Sought:I would like ****** College of Financial Planning to:Provide a discounted rate or a partial credit toward repurchasing updated "Premium Review Package", or Offer a free or reduced-cost extension, so that the money I already spent is not entirely forfeited.Conclusion I am filing this complaint with the BBB because I hope to reach a fair resolution. I trust that ****** College of Financial Planning will want to retain positive customer relationships by offering a solution that recognizes my unique situation.

    Business Response

    Date: 04/07/2025

    Thank you for allowing us to address our customer's concerns. Our records show the customer received accurate information regarding refund and extension policies given the original date of enrollment. While we cannot offer a free extension on expired materials due to curriculum updates, we have communicated current enrollment options with the student and remain committed to supporting them as they prepare for the *** exam.

    Customer Answer

    Date: 04/07/2025

     
    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

    Sincerely,

    ******* ******

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