Adviser CE

Learn how to view your Adviser CE dashboard and access your courses.

How to Find and Complete Your Courses in the Adviser CE Dashboard

What it takes to finish a course: every lesson, the quizzes, the required survey, and the final assessment.

Completing Your Course: Lessons, Quizzes, the Survey, and the Final Assessment

What to try when a page, a lesson, or the course player will not load, will not mark complete, or keeps sending you back to sign in.

Troubleshooting Pages and Lessons That Won't Load or Advance

Vladimir Kouznetsov, EA, CFP®

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

Taking Your Course

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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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