Terms & Conditions for LevelUp BootCamps

Cancellations received at least two weeks prior to scheduled workshop’s first day of class will be refunded less a $200 cancellation fee to cover books, credit card fees and mailing costs. Within the two week window of a BootCamp, a $350 cancellation fee will be deducted. EARLY ENROLLMENT is encouraged as ENROLLMENT IS LIMITED.  No refunds will be provided after the completion of a LevelUp BootCamp.

Candidates also have the ability to change locations with no cost up to the Monday before the weekend the BootCamp is held. Notification by email is preferred in order to have your materials and books on hand at the new venue/location.

Business casual and appropriate attire is recommended and appreciated by your fellow candidates. This means no bathing suits, flip-flops and tank tops, yes this has occurred in the past.

The instructor reserves the right to dismiss candidates from the review without refund that are deemed by the instructor or other candidates to exhibit disruptive, disrespectful and/or unethical behavior to the instructor or other candidates.

No candidate has the permission to take photographs, video tape or audio record ANY part of the lectures without express permission by Instructor LeFebvre before the lectures begin.  Violation by a candidate is subject to classroom removal without refund.

Terms & Conditions for LevelUp BootCamp Weekly Video Series

Cancellations of membership and full refund of the 2020 LevelUp BootCamp Video Series can be obtained within 7 days of online access being granted by written request to marc@levelupbootcamps.com. Refunds will be issued, less a 15% administrative fee (book costs, credit card fees and mailing costs) and the amount maybe prorated as determined by LevelUp, LLC based on the amount of usage of online resources. After expiration of the 7 day period, no refunds will be granted. No cancellation requests will be accepted after the first Saturday of June each year, regardless when the online access was granted.

Online Access

Access to online products expire June 20, 2020. To continue using the products, a purchase must be made prior to promotion expiration. Promotion may change at any time without prior notice. LevelUp, LLC and LevelUp BootCamps release new product material every year as the CFA® Program curriculum changes. Shared use is STRICTLY prohibited.  Violations of shared use will be promptly reported to the CFA Insitute Center for Professional Integrity.

Terms and conditions are subject to change without notice, please review periodically.

Required CFA Institute disclaimer:

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by LevelUp, LLC or LevelUp BootCamps®. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.


All rights reserved. In accordance with the U.S. Copyright Act of 1976, the scanning, uploading, and electronic sharing of any part of these videos or books without the permission of the publisher constitute unlawful piracy and theft of the author’s intellectual property.

These materials may not be copied without written permission from the author. The unauthorized duplication of these notes is a violation of global copyright laws and the CFA Institute Code of Ethics. Your assistance in pursuing potential violators of this law is appreciated.