Investment Training and Consulting Institute, Inc.

Additional Questions and Answers

1.

How do I register for a course?

ITCI offers you a variety of ways to register and pay for our series seminars. Please choose the method that is most convenient for you.

Online: To register for one of our public seminar courses, you can click on the left tool bar on our website where it says “Enroll for Seminar Series” and it will take you to the Seminar Enrollment form. This will submit to the office and you should receive a confirmation for the office within 2-3 business days.

Phone: If you would like to register over the phone with a credit card, please call ITCI at +1-785-783-8201. Hours of operation are Monday through Friday from 8:30 a.m. to 5:00 p.m. CST.

NOTE:  Fees must be paid two weeks prior to the class start date or class enrollment will be subject to cancellation. If enrollment is received within the two-week time period, a credit card payment must be received to hold seat in class if class is close to maximum occupancy.

2. What if I cannot attend a course once I have registered?  (Effective August 1, 2013)

In all cases, cancellations must be made in writing before the event start date and cannot be accepted after the class has already begun.  ITCI’s cancellation policy is as follows:

  • There is no cancellation fee for course cancellations received more than four weeks out from the start of the event unless the class has been deferred from a previously scheduled. (Note: See cancellation for previously deferred attendance.)
  • A non-refundable service charge of US $295 for cancellations received from four to two weeks out from the start of the event. This fee will be waived if another training program is purchased at time of cancellation or a substitution is made for the person attending the original course that was registered for.
  • No refunds will be given for cancellations received two weeks or less from the start of the event.
  • No refunds will be provided if class registration fees were deferred from a previously scheduled Series Course. Second deferral will not be permitted — only substitutions will be permitted.
3. Can course content be changed or can courses by cancelled?

Course content is subject to change from time to time and ITCI has the right to do so without notice. The Investment and Derivative markets are very dynamic and it is important for us to bring you the most up-to-date information to the classes when we feel changes are necessary.

In addition, at times it might be necessary to cancel or reschedule a seminar after receipt of a confirmation letter. ITCI tries not to do this but for time to time, it becomes necessary for various reasons. We will provide as much advance notice as possible of any changes and in doing so will not be responsible for penalties related to the canceling or rescheduling of airfares, lodging, etc.​

4. What meals will be served at the seminar?

ITCI  will serve continental breakfast each morning prior to the scheduled start time. There will be also be morning and afternoon refreshment breaks for full-day sessions. Lunch will not be provided.  If there are allergy restrictions that we should be concerned about, please call ITCI two weeks prior to your attendance.

5. What should I wear to the seminar classes?

For your comfort, it is fine to be casual as a good ol’ pair of jeans will oftentimes set the mood for a great learning environment. However, nothing is worse when training if you freeze all day in a classroom and many times the instructor cannot control the temperature . We suggest you dress in layers as the temperature in the meeting rooms can vary considerably.​

6. What are the daily class hours of an ITCI seminar?
Unless the class is stated differently on the website, the classes generally follow the schedule below:



  • Registration and Continental Breakfast:         8:00 am
  • Class Begins:                                                  8:30 am
  • Morning Break:                                               10:00 am
  • Lunch                                                              12:00 pm to 1:30 pm
  • Afternoon Break:                                             3:00 pm
  • End of Class                                                    5:00 pm
7. Do I receive CPE credits for attending ITCI training and How do I receive my CPE certificate?

ITCI is registered with the National Association of State Boards of Accountancy  (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  Our NASBA number is 105823. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Within 2-3 weeks of attending an ITCI training event,  attendees  will receive an e-mail from ITCI with a link to the online evaluation. This will allow you to rate and provide comments about the seminar you attended.  After completing your evaluation you will either receive a letter with the Continuing Professional Education (CPE) credit hours you earned for your recorded attendance in the class.​

NOTE:  Please note that if you do not attend the entire seminar because you miss a portion of the class for conference calls, meetings or your leave early to catch a plane, etc., you will only receive CPE credit for the amount of time for you attended classes.