Terms of Service

Last updated: March 2026

1. Acceptance of Terms

By accessing or using BoardPass Plus, you agree to be bound by these Terms of Service. If you do not agree, please do not use the service.

2. Description of Service

BoardPass Plus provides exam preparation tools including practice questions, AI-powered coaching, and study guides for financial licensing exams including CFP®, SIE, Series 7, and Series 66.

3. User Accounts

You must create an account to access most features. You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account.

4. Subscriptions and Billing

Pro subscriptions are billed monthly at $34.99/month. The Lifetime plan is a one-time payment of $350. You may cancel your subscription at any time. Cancellations take effect at the end of the current billing period. No refunds are issued for partial months.

5. Free Trial

New users may access a 25-question free trial with no credit card required. The 7-day free trial for Pro requires payment information and will auto-renew unless cancelled before the trial ends.

6. Intellectual Property

All content on BoardPass Plus, including questions, review cards, and AI-generated coaching, is the property of BoardPass Plus and may not be reproduced or distributed without written permission.

7. Disclaimer

BoardPass Plus is an independent exam preparation service and is not affiliated with, endorsed by, or sponsored by the CFP Board, FINRA, or any other licensing body. CFP® is a registered trademark of the CFP Board.

8. Limitation of Liability

BoardPass Plus does not guarantee that use of the service will result in passing any exam. We are not liable for any damages arising from the use or inability to use the service.

9. Changes to Terms

We reserve the right to update these terms at any time. Continued use of the service after changes constitutes acceptance of the new terms.

10. Contact

For questions about these terms, contact us at support@boardpassplus.com

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