Help center
Stuck on something? We’ll get you unstuck.
Call, email, or drop a note below. You’ll talk to one of us, not a call center, not a chatbot. Most questions get answered same-day.
Frequently asked
Quick answers, by topic.
CE credits & reporting
How fast are credits filed?
Within 24 business hours of finishing. You’ll get a confirmation email and a transcript copy automatically.
Do you file with the CFP Board too?
Yes, directly. Ethics hours are split out for tracking. We file the same day you complete.
Where do I download my transcript?
Sign in and pull a PDF anytime from your dashboard. Useful for audits, license transfers, or your own records.
Course access & tech
What browser works best?
Any modern one, Chrome, Safari, Firefox, Edge. Phone and tablet work too. Nothing to install.
I forgot my password.
Use the “Forgot password” link on the sign-in page, or email us and we’ll reset it manually.
My progress didn’t save.
Almost always a browser cookie issue. Email us with your name and we’ll look up your last completed module manually.
Billing & refunds
What’s your refund policy?
Full refund within 30 days if you haven’t finished the course. After that, get in touch and we’ll work something out.
Do you accept group / agency billing?
Yes, we can invoice agencies enrolling 5+ agents. Email us for a group rate.
Can I get a receipt?
Every purchase generates a receipt to your email. You can also download a year-end summary from your dashboard.
State approvals
Which states do you cover?
Insurance CE: Georgia, Alabama, Mississippi, Tennessee, and Texas. CFP CE: all 50 states. We’re actively expanding insurance approvals, reach out if you need a state that isn’t listed.
Do courses transfer between states?
Many do. Look for the multi-state badge on each course card, or browse multi-state bundles if you’re licensed in more than one.
How do I know if a course counts in my state?
Filter the catalog by your state, you’ll only see courses that count. Every course page also lists state approvals up top.
Send us a note
Didn’t find what you were looking for?
Drop a quick message. We’ll get back to you the same business day, usually within a couple hours.