Thank you for choosing Charterly for your CFA® exam preparation. We are dedicated to providing the highest quality mock exams, question banks, curriculum study notes, and executive audio briefings. We operate with complete transparency regarding cancellations and refunds.

1. 7-Day Refund Window & Administrative Cancellation Fee

We understand that study plans may change. If you determine that Charterly does not meet your preparation needs, you may request a refund within 7 calendar days from the exact date and time of your purchase. The following terms apply to all refund requests:

• 7-Day Eligibility Period: Your cancellation request must be received via email within 7 calendar days of your original transaction timestamp. Requests received after the 7-day window has elapsed cannot be processed and are strictly non-refundable.
• 20% Material Consumption Threshold: While evaluating eligible refund requests within the 7-day window, our administrative team reviews your account access logs and completion metrics. If more than 20% of the course material has been accessed, viewed, or consumed (including curriculum study notes, QBank practice questions, or CBT mock exams), your enrollment is considered substantially utilized and the refund is strictly not applicable.
• Mandatory 20% Administrative Fee: Due to immediate digital provisioning of proprietary resources, third-party payment gateway commissions, and computational infrastructure allocation, a fixed 20% administrative fee is deducted from the final purchase price under all circumstances. You will receive 80% of the purchase price credited back to your original payment method.
• Immediate Revocation of Access: Upon processing the refund, your premium access to mock exams, question banks, study notes, audio briefings, performance analytics, and diagnostic history will be immediately revoked.

2. Strongly Recommended: Explore Our Free Trial First

To avoid cancellation fees and ensure complete satisfaction, we strongly encourage all prospective students to thoroughly explore our platform using the Free Trial prior to making any purchase.

Our Free Trial provides full, unrestricted access to representative sample practice questions, performance dashboards, and interface features. Evaluating the Free Trial allows you to test our software on your devices, experience our exam simulation environment, and verify that our curriculum coverage aligns with your expectations before committing financially.

3. How to Request a Refund

To initiate a refund within the 7-day eligibility window, please follow these steps:

• Send an email to support@charterly.in from the email address registered with your Charterly account.
• Include your Order Number, Full Name, and Date of Purchase in the email.
• Provide a brief reason for your cancellation so we can continue improving our study materials.

Our billing team will review your request within 2 to 3 business days. Once approved, the refund (net of the 20% administrative fee) will be issued to your original method of payment. Please allow 5 to 7 business days for your banking institution or card provider to reflect the credit.

4. Technical Support & Assistance

If you experience any difficulties accessing your account, loading question sets, or playing audio briefings, please reach out to us at support@charterly.in before requesting a cancellation. Our technical team is available to promptly resolve access issues and guide you through the platform.