Transfer Policy

(Last updated on November 16, 2025.)

Claristrat Institute Transfer of Credit Policy

1. Purpose
This policy defines how Claristrat Institute evaluates, accepts, or documents the transfer of credit for coach-education hours completed at other institutions, and how hours earned through Claristrat may be transferred to other ICF-accredited programs. It ensures fairness, consistency, and transparency in recognizing equivalent learning while preserving the academic and methodological integrity of Claristrat programs.

2. Scope
This policy applies to all participants in Claristrat Institute’s ICF Level 1 (ACC Path) and future Level 2 (PCC Path) programs who:

  • Seek to transfer instructional hours from another ICF-accredited provider into a Claristrat program, or

  • Request documentation of Claristrat instructional hours to transfer to another ICF-accredited provider.

3. Incoming Credit Transfers (to Claristrat)
Claristrat Institute does not automatically award transfer credit for training completed at other institutions.
The Institute may, at its discretion, consider transfer of coach-specific training hours from other ICF-accredited programs (Level 1, Level 2, or legacy ACTP/ACSTH) under the following conditions:

  • The training must have been completed within the past five (5) years.

  • The content, learning outcomes, and instructional methodology must be substantially equivalent to the corresponding Claristrat modules.

  • Transfer credit requests must include an official transcript or certificate from the originating provider, specifying completed instructional hours.

  • The maximum allowable transfer credit is 20 percent of total Claristrat program hours.

  • Mentor coaching and performance evaluations must be completed within Claristrat to ensure consistency of standards.

Claristrat Institute is the sole responsible party for determining whether external coach-education hours meet equivalency and transfer requirements. The Institute reserves the right to deny or limit transfer credits at its discretion to preserve program integrity and alignment with ICF accreditation standards.

All transfer requests are reviewed individually by the Program Director to ensure equivalency and competency alignment.

4. Outgoing Credit Transfers (from Claristrat)
Participants who partially complete a Claristrat program may request official documentation of the verified instructional hours they completed.

  • The documentation will specify whether the participant received the Certificate of Completion or partial credit only.

  • Claristrat instructional hours are fully aligned with ICF standards and may be recognized by other ICF-accredited programs, subject to the receiving provider’s evaluation.

  • Requests must be submitted in writing to institute@claristrat.com within six (6) months of withdrawal or completion.

5. Transfer of CCE or Non-Accredited Training
Claristrat does not automatically award transfer credit for Continuing Coach Education (CCE) hours or non-accredited training programs, as these are not evaluated under ICF Level 1/2 accreditation criteria.
Participants may submit such experience for review of relevance, but formal hour credit cannot be guaranteed. Participants may alternatively use such experience toward portfolio credential applications directly with ICF, at their discretion.

6. Fees
Each transfer-credit evaluation requires individualized academic and administrative review.
A non-refundable fee of USD 250 is charged per evaluation request, corresponding to approximately one hour of administrative and faculty review. Payment must be received before the review begins.
If the administrative load of complex or multiple verifications exceeds this baseline, additional fees may apply, communicated in advance and agreed upon in writing.

7. Documentation and Recordkeeping
All transfer requests and determinations are documented and retained for five (5) years. Records include copies of incoming transcripts, transfer decisions, and related correspondence.

8. Appeals
If a participant disagrees with a transfer decision, they may submit a written appeal within ten (10) business days of receiving the decision. Appeals will be reviewed by the Faculty Council, whose determination will be final.

9. Policy Review
This policy is reviewed annually as part of Claristrat’s quality-assurance process and updated as needed to remain aligned with ICF accreditation standards.