Registration & Cancellation Policy

IOI Classroom Course Cancellation Policy

We want to be as flexible and accommodating as possible regarding registrations and cancellations and very much want you to get your money’s worth from these courses. At the same time, our own service providers—hotels and AV suppliers—are not necessarily as flexible with us, so we have to set some limits regarding our registration and cancellation process..

Cancellation Policy

If you need to cancel your registration for an IOI classroom-based course for any reason, you are entitled to a full refund up to two weeks before the scheduled start date of the course. After this point, we are contractually committed to paying hotel costs, so will be happy to refund the entire course fee less an amount equal to $500.

For example, if you have registered for the Intelligent Stock Investor course package during the regular sign-up period ($1,649 fee) and inform us that you cannot come more than two weeks before the start, we will refund the full $1,649 amount; if you inform us within the two weeks prior to the course, we will refund $1,149 (the amount paid less the $500).

IOI Online Course Cancellation and Refund Policy

IOI’s online learning environment has been created to attempt to maximize student learning and application of that learning to the student’s personal investing.  Further we provide select FREE online courses and course “snippets” to further aid your decision process. 

However, should you enroll in an online course and decide that it is not for you, please let us know as soon as possible (we recommend letting us know in writing through email or by posted letter).  IOI has a sliding scale refund policy based on the number of course sections completed. 

If you cancel Amount you will be refunded
Before you begin your coursework 100% of all fees
Before completing 10% of the course sections 90% of all fees
After completing 10%, but before completing 25% of the course sections 75% of all fees
After completing 25%, but before completing 50% of the course sections 50% of all fees
After completing 50% of all course sections 0% of all fees

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