← Back
Legal · Refunds

Refund policy

Last updated · May 2026

Subscription and certification fees are non-refundable. You may cancel your subscription at any time to prevent future charges, but we do not issue refunds or credits for billing periods that have already begun. One exception: ALAN Echo, our one-time-purchase desktop software, carries a 30-day money-back guarantee (§5).

§01

All fees are non-refundable

Except as required by applicable law, all subscription fees, one-time purchases, and add-on charges are final and non-refundable. This applies to initial purchases, renewals, and mid-cycle tier changes.

§02

Cancellation

You may cancel your subscription at any time via Settings → Billing. After cancellation you retain access through the end of the billing period you already paid for. No refund or credit is issued for the remaining days.

§03

Technical-failure exceptions

If a billing error, platform outage, or technical defect prevents you from using what you paid for, contact support and we will credit your account as appropriate. We treat these as issues on our side and resolve them case-by-case.

§04

What is not a refund trigger

The following do not qualify for a refund or credit under any circumstance:

  • Failing or not sitting for the Series 65 exam (the product is exam-prep material, not a pass guarantee)
  • Dissatisfaction with content, scoring, or platform features
  • Charges for billing periods that have already begun
  • Downgrading to a lower tier mid-cycle (access continues at the current tier through the end of the period)
§05

ALAN Echo — 30-day money-back guarantee

ALAN Echo, our voice-to-text desktop application for Windows, is sold as a one-time license and carries a 30-day money-back guarantee. If you are not satisfied for any reason, email support@alanglobalintelligence.com from your purchase email address within 30 days of purchase and we will refund the full price to your original payment method.

  • The 30-day window starts on the date of purchase shown on your Stripe receipt.
  • Refunds are issued to the original payment method, typically within 5–10 business days.
  • Your license key is deactivated in our records when the refund is issued.
  • Free (giveaway) licenses have no purchase price and are outside the refund process.
§06

Contact

For billing questions, contact support@alanglobalintelligence.com. To cancel a subscription, use Settings → Billing.


ALAN Intelligence is not affiliated with, endorsed by, or sponsored by FINRA, the SEC, the MSRB, NASAA, Prometric, or any broker-dealer or regulator.