MORTON-BARBER LEARNING CENTER REFUND & REVIEW POLICY

At Morton-Barber, we’re committed to providing the ultimate learning experience, so we back every purchase with our refund policy. Our commitment to quality education promises peace of mind when selecting our courses.

All materials are shipped as promptly as possible based on product availability, usually within 1 business day after receipt of order and payment processing. Orders are shipped via FedEx 2-Day Flat Rate unless otherwise instructed. For an additional fee, we will ship materials by Next-Day or Overnight service. Next-Day and 2nd Day order requests must be received by 12:00 pm Eastern time to be delivered the following business day. Delivery dates are subject to FedEx delivery schedules.

Online Courses and Materials

  • Purchases of online downloadable products/services are final and non-refundable.
  • Textbooks and shipping are non-refundable.

Live Virtual and In-Person Classroom Courses 

  • Live classes are eligible for a refund within 30 days of purchase but no later than 7 days prior to the class start date, with a $50 administrative/cancellation fee.
  • If you cancel your enrollment within 30 days of purchase but within 7 days of the class start date, an administrative/cancellation fee of $100 or 50% of your original class cost, whichever is less, will apply.
  • Live Virtual and Classroom students who do not attend their scheduled classes with an effort to reschedule will not qualify for a refund. Students are permitted to move one class to a different date within 3 months of the original class date.  Any future class date moves will be assessed a $100 administrative fee.
  • Web-based courses and classes are not eligible for Reschedules or Transfers unless an exception is granted due to circumstance. This will be done on a case-by-case basis.
  • Students can still access online course materials (when applicable) if they no longer qualify for a refund.

All Modalities 

  • In the unlikely event that we cancel a class, you will be notified in advance whenever possible, and you will be eligible for a full class enrollment refund only. All other expenses incurred such as travel, lodging, and test fees are non-refundable.
  • Defective materials may be exchanged for the same product within 30 days of delivery.
  • Requests to cancel orders that have been processed but not mailed are subject to a $50 administrative fee.
  • If the order has been shipped and is in transit with the courier service, a $50 administrative fee plus shipment costs will be charged against the refund amount.
  • You must contact our Customer Service department via phone, fax or email, to obtain a Return Authorization (RA) number. The box the materials are returned in must be postmarked within 30 days of receipt of the order and you need to include the RA number with the returned items.
  • Please return the materials, along with a copy of the original invoice and return the authorization number to:

Refunds will be issued to the original payment method within 30-45 business days after the return is received and processed.

Class Review Policy – Morton-Barber Learning Center

Students may attend a future pre-licensing insurance or securities class as a review based on the following guideline:

  • Within 3 Months of original class date:
    • Review Fee: $100