Adviser CE

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

Group Orders

Learn what the Seat Manager role includes and how to efficiently manage seats, enrollments, and learners.

Seat Managers

How automatic volume discounts work: the per-seat tiers, how they apply at checkout, and how they interact with coupon codes.

Volume Discounts

How to claim the seat your firm bought for you, and what to check on your profile before you start.

Claiming Your Seat in a Group Order (For Learners)

How to track your team's course progress and export it for your compliance file.

Team Progress Reporting for Group Orders

Vladimir Kouznetsov, EA, CFP®

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

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Create your workspace and invite the people you work with.

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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.

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

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

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

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