Overview
This article walks you through how to log into Adviser CE, view your dashboard, and access your enrolled courses. Follow the steps below to easily locate, begin, and complete your courses.
Step 1: Log In to Adviser CE
Click Sign In in the top-right corner of the page
Login using:
The email address you used to enroll in your courses
The password you created during enrollment
Click Sign In
Once logged in, you will be directed to your User Dashboard.
Step 2: Access Your User Dashboard
After signing in, you will automatically land on your Adviser CE dashboard
This dashboard displays all courses you are currently enrolled in
Each course tile shows the name of the course and the number of credits it covers
Step 3: Manage Your Courses
From your dashboard, you can:
Begin a course you have not started
Pause a course at any time
Resume a course where you left off
Complete courses at your own pace
Important:
Your progress is automatically saved
You can log out and return later without losing your place
You can access your user dashboard from any device (phone, tablet, computer)
Step 4: Course Completion & Reporting
Once you complete a course:
The Adviser CE team is automatically notified and will report your course completion to FINRA within 3–5 business days from the time of completion
Step 5: FINRA Processing & Confirmation
After Adviser CE reports your completion:
FINRA will process the information and update your official records
Processing times may vary depending on FINRA
To confirm your credits have been applied:
Log in to your FinPro account here
Review your record to verify the reported CE credits
Need Help?
If you have trouble logging in, accessing your courses, or confirming completion, please contact the Adviser CE support team for assistance at [email protected].