The CFA Institute Bookstore website is administered by PBD Worldwide Fulfillment Services (PBD). This website allows individuals to purchase publications from CFA Institute.

PBD is committed to protecting your privacy. The information PBD collects is used to process orders and provide a personalized shopping experience.

What Information Is Collected, and How Is It Used?

PBD requires your name, e-mail address, mailing address, phone number, credit card number, and credit card expiration date to process and fulfill your order and to notify you of your order status. If you cannot provide this information, PBD will not be able to process your order.

PBD is committed to honoring the privacy of the users of this website, which includes safeguarding any personally identifiable information. PBD uses information collected to understand users’ needs and to provide satisfactory service. If you volunteer any personally identifiable information, PBD may use that information to notify you about updates to the website and/or to contact you for marketing purposes. If you supply your telephone number online, you may be contacted by PBD regarding orders placed online. Please be sure to provide the correct phone number.

How Is Customer Information Protected?

The CFA Institute Bookstore uses VeriSign™ Secure Site to ensure that your order information is sent directly to PBD and that only PBD can decode it. You may submit sensitive data (e.g., credit card numbers) to this site with the assurance that

• this site has a VeriSign Secure Server ID.;
• VeriSign has verified the organization’s name and that PBD has proof of the right to use the certificate;
• this site legitimately runs under the auspices of PBD;
• all information sent to this site, if in a Secure Socket Layer (SSL) session, is encrypted, which protects the information from disclosure to third parties.

What about "Cookies"?

"Cookies" are small pieces of information stored by your browser on your computer’s hard drive. Some examples of the information collected are:

• the referrer (the site prior to entering the CFA Institute Bookstore website);
• the IP address of the workstation;
• date and time logged in and out;
• pages visited while on the CFA Institute Bookstore site;
• time spent on each page;
• files downloaded;
• criteria used when searching.

Most Web browsers automatically accept cookies, but you can usually change your browser to reject them. Even without a cookie, you can still use most of the features of the CFA Institute Bookstore, including placing items in your shopping cart and purchasing them.

Will PBD Disclose the Information It Collects to Outside Parties?

PBD does not sell, trade, or rent personal information to third parties. PBD may provide specific information about its customers, sales, traffic patterns, and related site information to CFA Institute.

How Do I Update or Change the Information Collected?

You may update or change information related to your account by calling 1-800-789-2467 (1-770-280-4187 outside the United States and Canada) or by e-mail to cfabookstore@pbd.com

Your Consent

By using the CFA Institute Bookstore and placing an order, you consent to the collection and use of the requested information by PBD and CFA Institute. Changes will be posted periodically to this Privacy Policy. We encourage you to review the Privacy Policy from time to time to see if any changes have been made.