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Group Orders

Learn what Group Orders are, who they’re designed for, how they work, and what both buyers and students can expect.

Written by Vladimir Kouznetsov, EA, CFP®

Overview

Group Orders make it easy for organizations to purchase and manage continuing education (CE) courses for multiple participants at once. This article explains what Group Orders are, who they're for, how they work, and what both buyers and students can expect.

What Are Group Orders?

Group Orders allow organizations to purchase CE courses in bulk for multiple learners. Using the built-in Group Orders checkout and Seat Manager Dashboard, you can:

  • Assign courses to participants

  • Track enrollment and seat usage

  • Streamline CE enrollment for your entire team

Who Are Group Orders For?

Group Orders are designed for:

  • Individuals or administrators enrolling multiple learners from the same company

  • Teams, firms, or organizations managing CE requirements at scale

Important:

  • The purchaser is automatically assigned the Seat Manager role

  • Seat Managers gain access to the Seat Manager Dashboard, a central hub for managing seats and learners

How Do Group Orders Work?

After completing a Group Order purchase:

  • You will receive a confirmation email with your order details

  • The email includes a sign-up (invitation) link

Learners must use this link to:

  • Create an Adviser CE account (if they do not already have one)

  • Access the course(s) assigned to them

Note for Buyers:

  • Buyers are not automatically enrolled in any courses

  • If you wish to take the course yourself, you must use the same sign-up link to claim a seat

Buyer Experience

Purchasing a Group Order

To complete a Group Order purchase:

  • Select the course(s) you wish to purchase

  • Enter the quantity of seats needed

  • Complete the checkout form

Volume discounts are applied automatically. As soon as you enter 2 or more seats, the per-seat price drops to the tier your order qualifies for — there is no code to enter and no need to contact us in advance. The discounted price updates on screen before you pay, and your receipt and invoice show the discounted total.

Seats per order

Discount

2–4

5%

5–9

10%

10–24

15%

25–49

20%

50 or more

25%

The discount applies to every seat in the order, not only the seats above the tier minimum, and only the highest tier your order qualifies for is applied — tiers do not add together.

Discounts are calculated per order. Seats from earlier orders are not added together to reach a higher tier, so if you expect to enroll a certain number of learners over the year, buying the seats in one larger order generally reaches a better tier than several smaller ones. Volume discounts and coupon codes do not stack — a coupon replaces the automatic discount, so compare the two and use whichever is better.

For worked examples and the full details, see Volume Discounts.

After checkout:

  • You will have the option to enroll yourself

  • If you want to participate, select Yes and click Next

After Purchase: What You Can Do

Once your purchase is complete, you will be directed to a purchase closeout page where you can:

  • View your order receipt

  • Share seats by copying the sign-up link

  • Track how many seats have been claimed

  • Access your Admin (Seat Manager) Dashboard

Seat Manager Role & Dashboard

As the buyer, you automatically become the Seat Manager. This role allows you to:

  • View how many seats were purchased, how many have been claimed, and how many remain

  • Purchase additional seats at any time — priced on their own order, so a later top-up does not combine with earlier orders to reach a higher discount tier

  • Generate and share sign-up links with participants

  • View student enrollment details

  • Manage seats, including enrolling or removing participants

All of this is managed through the Seat Manager Dashboard.

Seat Manager Notifications

Seat Managers will receive:

  • A purchase receipt showing the quantity of seats purchased and a link to the Admin Dashboard

  • An email notification when the first student enrolls using the sign-up link — this notification is sent for the first claimed seat only

Student Experience

To claim a seat, students:

  • Click the sign-up link provided by their Seat Manager

  • Create or log in to their Adviser CE account

  • Complete the $0 checkout process (the seat is pre-paid)

After enrolling, students will:

  • See a confirmation of enrollment

  • Receive a $0 order receipt (indicating no additional charge)

  • Gain immediate access to their assigned course(s)

Need Help?

If you encounter any issues with Group Orders, seat assignments, or enrollments, please contact Adviser CE Support at [email protected] for assistance.

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