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These terms and conditions and the application form comprise the agreement pursuant to which the Investment Training Company provides classroom courses to the customer.

Booking Terms & Conditions
It is the responsibility of the person making the booking to ensure that the selected courses are suitable for their needs.
Any change in the customer’s contact details must be notified in writing.
ITC does not accept responsibility for registering customers with professional bodies or entry for the relevant exams.
Courses or study materials are not transferable between customers.
Study materials will be issued on the first day of the course. If you would like materials in advance of the course please call us on 0207 194 8323 to arrange delivery or to collect from us. Please note that delivery will be subject to a charge of £10 per item.

If a customer wishes to cancel a course:
-    more than 14 days prior to the course start date, the full course fee will be refunded less a £100 administration charge;
-    within 14 days of the course start date, no refund will be given.

If a customer wishes to defer to a later sitting or transfer to a different course, provided at least 14 days notice prior to the course start date is given and subject to availability, no additional charge will be made, other than forany additional study materials that may be required.
ITC reserves the right to cancel, reschedule or change the location of a course if considered necessary and without penalty. ITC undertakes to inform customers as soon as the change is made and customers may book an alternative course at no extra charge, or receive a full refund or credit against future courses.
You will receive email confirmation that we have received your online order. Your booking is not confirmed until we have issued your confirmation invoice, which will follow by separate email.

Credit Crard Payments
Once transactions have been completed customer credit card details will be distroyed.

To qualify for the FULL WORKS REFUND of £1,500 (or free resit course) a delegate must:
i) Have paid the £2,000 fee in advance of the course starting
ii) Have attended all of the scheduled classes
iii) Have attended the most recent CFA exam and not been successful

Privacy Policy
We are committed to safeguarding the privacy of our website visitors. This policy sets out how we will treat your personal information when relating to any transactions carried out between you and us on or in relation to this website, including information relating to any purchases you make of our goods or services.

Data Protection and Privacy
Any details which you provide to us from which we can identify you are held and processed in accordance with our Data Protection Registration.

Privacy Policy covering the web site
ITC exams
35 New Broad Street House
+ 44 20 7194 8323

General policy
ITC respects your privacy. The information that you provide us with, or that is gathered automatically helps us and third parties to monitor our service and provide you with the services that you have subscribed to. If you have any concerns, questions or comments please email

On occasion we may conduct online surveys. This is used to gauge our service, collect demographic information and other information that we may find useful. These surveys are optional. We may share non-personal, aggregated information with third parties.

While we strive to keep the information that you supply directly or indirectly secure please be aware that the Internet is not a fully secure medium.

Usage of information
If requested we may submit your information to local or government authorities.

Policy changes
By using our site you agree to accept this privacy policy and are aware that our policy may change with time. Any changes to this policy will appear on this web page.

Law governing the Terms
Use of this web site and these Terms shall be subject only to the laws of England and Wales which shall exclusively govern the interpretation, application and effect of all the above permissions, exclusions, licences and conditions of use.

The Courts of England and Wales shall have exclusive jurisdiction over all claims or disputes arising in relation to, out of or in connection with this web site and its use and these Terms.

Company Information

Company Registration Number

Place of registration

Registered office address
ITC exams, 35 New Broad Street, London, EC2M 1NH

Your VAT number
ITC VAT number is: Pending

Privacy & Security

What personal information does ITC collect and how is it used?
At the moment, the only information that ITC processes relates to online ordering. Whenever a customer purchases one of our products online we ask for credit/debit card details so we may charge the order, and an address for its delivery.

Is the information shared with any outside parties?
Personal details obtained from you are used only to make the online ordering process run smoothly and are not shared with any parties external to ITC.

What security precautions are in place to protect customer information?
When you place an order on our site we offer the use of a secure server. We use industry-standard secure server software (SSL) which encrypts any information you send us as part of a transaction. This ensures the safe processing of your credit/debit card details.

When using secure sections of many websites your browser displays a padlock icon in its bottom right-hand corner which verifies that the site possesses SSL certification. You may notice that this icon is not displayed when you enter the secure section of our website. This is because our site uses frames to aid navigation and most browsers do not display the padlock icon on such sites. However, we assure you that our site is secure. You can verify this by right clicking on any online ordering page and then selecting “properties”.

Please note that we are not responsible for the content of any external sites we provide links to. It is your responsibility to check they follow the same high standards we do. To be absolutely sure, read their privacy policies before giving any personal information. You are solely responsible for any details you disclose over the Internet, so always exercise caution whenever you’re online.

In summary
Our commitment is to protect your privacy. Any personal information we gather is used only to make the online ordering process run smoothly and thus benefit our customers. We do not sell any of the information you give us or share it with others.

As our site is under constant development new features are likely to be added on a regular basis. If we decide to change our privacy policy to allow for this development we will post these changes on this page so you are always aware of what information we gather and how we use it.

General Information on Product Ordering
All products are delivered direct to your door.

All postage and packing fees are included in the stated price. We aim to deliver to all UK addresses inside 5 working days. Orders to all EU addresses should be delivered within 6 working days. All other orders to overseas addresses should be delivered within 8 working days (single items will be sent by airmail).

A signature will be required upon delivery.

Please note that all quoted postage and packaging charges apply only to orders placed over the web.