Overview
This article explains how to reach a person on the Adviser CE team, when to expect a reply, and what to include so we can resolve your issue on the first response.
How to Reach Us
Email: [email protected]
Chat: use the chat widget in the bottom-right corner of any page on adviserce.com. Chat starts with our AI assistant, which can answer most common questions immediately and can look up your own orders, enrollments, and completions. If you would rather speak with a person, just say so — type "talk to the team" or "speak to a person" and your conversation will be passed to our support team. You do not have to keep rephrasing your question to get through.
Phone: We don't offer phone support. Everything is handled by email and chat, which lets us look up your account, your orders, and your reporting status while we answer — things we can't do over the phone. Both routes reach the same team.
Typical response time: Most messages get a reply within a few hours, and nearly always within one business day.
What to Include
Giving us these up front usually saves a full round trip:
If you're asking about | Include |
An order, refund, or invoice | Order number (e.g. |
CE credits not appearing in FINRA | Your personal CRD number and the course names |
CFP® CE hours | Your CFP ID and the course names |
A course that won't load or advance | Course name, lesson title, your browser and device, and whether it also happens in a private window |
Sign-in trouble | Every email address you may have used with us |
A group order | The order number and, if you are a learner, who at your firm placed it |
Please do not send passwords. We will never ask for one.
Before You Write: Things You Can Do Yourself
These are the most common reasons people contact us, and each has a self-serve answer:
Credits not showing in FinPro — usually a name or CRD mismatch. See Fixing a Name or CRD Mismatch.
Course still in progress after passing the exam — usually a skipped Course Survey. See Completing Your Course.
Can't sign in, or your courses have vanished — usually the wrong email address or Google sign-in. See Signing In.
Certificates and invoices — both are self-serve under My Account.
What We Cannot Help With
FinPro account access. For anything to do with logging in to FinPro or your FINRA record itself, contact FINRA at https://www.finra.org/registration-exams-ce/finpro.
How many credits your firm or state requires beyond the NASAA 12. Check with your compliance team, or NASAA's state resources.
Completing coursework on your behalf. CE must be completed personally under your own login; sharing credentials can invalidate your credits.