Adviser CE

Vladimir Kouznetsov, EA, CFP®

What the annual IAR CE requirement is, how the Ethics and Products & Practices halves work, and how to choose the right bundle or course before you buy

CE Requirements & Choosing Courses

Buying CE for a team: group orders, volume discounts, the Seat Manager role, claiming a seat, and tracking your team's progress

Teams & Group Orders

Finding your courses, what it takes to complete one, and what to do when a lesson will not load or advance

Taking Your Course

Signing in, fixing account access problems, downloading your certificates, and how to reach the support team.

Your Account

Accepted payment methods, what to try when a payment fails, downloading your invoice, and when a purchase can be refunded

Payments, Invoices & Refunds

How and when we report your completions to FINRA, and what to do when credits do not appear in FinPro

CE Credits & Your FINRA Record

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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