Privacy Policy
Last Updated: 30/01/2026
1. Information We Collect
Personal Information
Name, email address, professional title, and firm name (collected during registration).
Payment Information
Billing details processed securely by our third-party payment processors (we do not store full credit card numbers).
Professional Data
Information required for CE reporting, such as CRD numbers or other professional ID numbers.
Usage Data
Course progress, quiz scores, and completion timestamps.
2. How We Use Your Information
Service Delivery
To provide access to courses and track your progress.
Certification
To issue certificates and, where applicable, report your CE credits to relevant regulatory bodies or certifying organizations on your behalf.
Communication
To send course updates, renewal reminders, and relevant industry insights (you may opt-out of marketing emails).
3. Sharing of Information
We do not sell your personal data. We share data only in the following circumstances:
Service Providers
With vendors who help us run the platform (e.g., hosting, payment processing).
Regulatory Bodies
If you request CE credit, we may be required to share your completion data and professional ID with organizations like the CFP Board, FINRA, or others as part of the credit validation process.
Enterprise Accounts
If your account is provided by your employer, your progress and completion data may be shared with your firm's administrators.
4. Data Security
We implement industry-standard security measures (encryption, secure servers) to protect your data. However, no method of transmission over the internet is 100% secure.
5. Your Rights
Depending on your location, you may have the right to access, correct, or delete your personal data. To exercise these rights, contact us at [Insert Support Email].
6. Contact Us
If you have questions regarding these policies, please contact:
Support Team