Terms of Use
Last Updated: 30/01/2026
1. Acceptance of Terms
By accessing and using the platform ("Site," "Service," or "Institute"), you agree to comply with and be bound by these Terms of Use. If you do not agree to these terms, you may not use our services.
2. Description of Services
Our platform provides professional training, educational courses, and certification programs for compliance officers and wealth management professionals. We offer Continuing Education (CE) credits and industry-recognized credentials upon successful completion of specific curriculum requirements.
3. User Accounts & Security
Registration
To access courses, you must create an account providing accurate and complete information.
Security
You are responsible for maintaining the confidentiality of your login credentials. Sharing account access to allow others to view course material or claim CE credits is strictly prohibited and may result in immediate termination of your account.
4. Intellectual Property
All content provided on (videos, slide decks, quizzes, text, and downloadable resources) is the exclusive property of and is protected by copyright laws.
License
We grant you a limited, non-exclusive, non-transferable license to access content for personal professional development.
Restrictions
You may not reproduce, redistribute, sell, or publicly display any course materials without our express written permission.
5. Payments and No-Refund Policy
Pricing
Prices for individual courses and enterprise licenses are listed on the Site and are subject to change without notice.
No Refunds
All sales are final. We do not offer refunds, cancellations, or exchanges for any courses, certifications, or enterprise licenses once purchased. This applies regardless of whether the course has been accessed or completed. By completing a purchase, you acknowledge and agree to this policy.
6. Continuing Education (CE) Credits & Credentials
Reporting
While courses are designed to meet regulatory standards, it is ultimately the user's responsibility to verify that a specific course meets the CE requirements of their specific certifying body or jurisdiction.
Certificates
Credentials issued by us signify completion of our curriculum but do not constitute a license to practice law or provide financial advice where government licensure is required.
7. Limitation of Liability
We provide training for educational purposes only. We are not responsible for any compliance violations, fines, or legal issues incurred by you or your firm. The content provided is not legal or regulatory advice.