TERMS OF USE
Providence Compliance Continuing Education Program
Effective Date: October 24, 2025
Last Updated: February 4, 2026
1. ACCEPTANCE OF TERMS
These Terms of Use ("Terms") govern your access to and use of the Providence Compliance continuing education website and services (the "Services"). Providence Compliance ("we," "us," or "our") is a NASAA-approved continuing education provider for Investment Adviser Representatives (IARs).
By accessing or using our Services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree, do not use our Services.
2. ELIGIBILITY AND REGISTRATION
2.1 Eligibility
Our Services are available to Investment Adviser Representatives who meet continuing education requirements. You must be at least 18 years old to use our Services.
2.2 Account Registration
To access courses, you must create an account and provide accurate, complete information including:
- Full legal name
- CRD number
- Professional credentials and license information
- Current employer and firm affiliation
- Valid email address and contact information
By registering for and accessing courses, you affirm that you are the individual completing the coursework and any associated assessments, and you acknowledge that fraudulent representation of identity or course completion may result in disqualification from credit and reporting to regulatory authorities.
We reserve the right to request additional verification of your identity or credentials at any time to ensure compliance with these Terms and regulatory requirements.
2.3 Account Responsibilities
You are responsible for:
- Maintaining the confidentiality of your account credentials
- All activities that occur under your account
- Notifying us immediately of any unauthorized use
- Ensuring your account information remains current and accurate
Account sharing is strictly prohibited. Each user must have their own individual account. Violation may result in account termination and invalidation of course credits.
3. COURSE ENROLLMENT AND ACCESS
3.1 Course Enrollment
Course enrollment is subject to:
- Verification of your professional credentials
- Payment of applicable fees
- Availability of course capacity
- Compliance with regulatory requirements
We reserve the right to reject enrollments or cancel registrations at our discretion.
3.2 Course Access
Upon enrollment and payment, you receive a non-exclusive, non-transferable, revocable license to access course materials for the duration specified at enrollment. Course access periods vary by course and are clearly stated at the time of purchase.
3.3 Course Completion Requirements
To receive credit and a certificate of completion, you must:
- Complete all required course modules and materials
- Pass all quizzes and final examinations with the minimum required score
- Meet time requirements (where applicable)
- Comply with all course rules and integrity standards
4. PAYMENT TERMS
4.1 Fees and Payment
Course fees are stated at the time of enrollment. Payment is due at registration unless otherwise specified. We accept major credit cards and other payment methods as indicated on our website.
4.2 Refund Policy
- Before Course Access: Full refund if requested within seven [7] days of purchase and before accessing course materials
- After Course Access: No refunds once course materials have been accessed
- Course Cancellation: Full refund if we cancel a course
- Technical Issues: Refunds or credits may be issued at our discretion for verified technical problems preventing course completion
Refund requests must be submitted in writing to [email protected].
4.3 Pricing Changes
We reserve the right to change course fees at any time. Price changes do not affect courses already purchased.
5. CERTIFICATES AND REPORTING
5.1 Certificate Issuance
Upon successful course completion, we will issue an electronic certificate of completion.
5.2 Regulatory Reporting
We report course completions to:
- NASAA
- State securities regulators in your jurisdiction(s) of registration
- Your employer or sponsoring firm (as authorized or required)
You are responsible for ensuring reported information is accurate and for maintaining your own records.
6. INTELLECTUAL PROPERTY RIGHTS
6.1 Our Content
All course materials, content, software, designs, graphics, text, audio, video, trademarks, and logos (collectively, "Content") are owned by Providence Compliance or our licensors and protected by copyright, trademark, and other intellectual property laws.
6.2 License Restrictions
You may not:
- Copy, reproduce, distribute, or create derivative works from our Content
- Share, sell, rent, or transfer your account or course access to others
- Download or store course materials except as expressly permitted
- Remove copyright notices or proprietary markings
- Use automated tools (bots, scrapers) to access our Services
- Reverse engineer, decompile, or disassemble any software
- Frame or mirror any Content on another website
6.3 Limited Personal Use
You may not print or download Content for your personal educational use in connection with your enrolled courses.
7. USER CONDUCT AND ACADEMIC INTEGRITY
7.1 Prohibited Conduct
You agree not to:
- Provide false information or impersonate another person
- Share account credentials or allow others to use your account
- Cheat, plagiarize, or violate academic integrity standards
- Use unauthorized assistance or resources during examinations
- Disrupt or interfere with our Services or other users
- Transmit viruses, malware, or harmful code
- Harvest or collect user information
- Violate any applicable laws or regulations
7.2 Academic Integrity
You must complete all coursework and examinations independently without unauthorized assistance. Violations include:
- Having another person complete coursework on your behalf
- Using unauthorized materials during examinations
- Sharing examination questions or answers
- Collaborating with others when independent work is required
7.3 Consequences of Violations
Violations may result in:
- Immediate account termination
- Invalidation of course credits and certificates
- Forfeiture of fees paid
- Reporting to regulatory authorities and your employer
- Legal action for damages
8. CONTENT ACCURACY AND UPDATES
8.1 Content Accuracy
We strive to provide accurate, current information. However:
- Course content is for educational purposes only
- Content does not constitute legal, financial, or professional advice
- You are responsible for verifying information and staying current with regulatory changes
- We do not guarantee that course content meets all specific regulatory requirements in your jurisdiction
8.2 Updates and Changes
We may update, modify, or discontinue courses, Content, or features at any time without notice. We have no obligation to update previously completed courses.
9. DISCLAIMERS AND LIMITATIONS OF LIABILITY
9.1 Service Availability
We strive for continuous availability but do not guarantee uninterrupted or error-free access. Services may be temporarily unavailable due to maintenance, technical issues, or circumstances beyond our control.
9.2 Disclaimer of Warranties
OUR SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR COURSE OF PERFORMANCE.
We do not warrant that:
- Services will meet your specific requirements
- Services will be uninterrupted, timely, secure, or error-free
- Results obtained will be accurate or reliable
- Course completion guarantees regulatory compliance
9.3 Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, PROVIDENCE COMPLIANCE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST DATA, OR BUSINESS INTERRUPTION, ARISING FROM YOUR USE OF OR INABILITY TO USE OUR SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
OUR TOTAL LIABILITY TO YOU FOR ANY CLAIMS ARISING FROM THESE TERMS OR YOUR USE OF OUR SERVICES SHALL NOT EXCEED THE AMOUNT YOU PAID TO US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.
Some jurisdictions do not allow limitations on implied warranties or liability for consequential damages, so the above limitations may not apply to you.
10. INDEMNIFICATION
You agree to indemnify, defend, and hold harmless Providence Compliance, its affiliates, officers, directors, employees, and agents from any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising from:
- Your use of our Services
- Your violation of these Terms
- Your violation of any rights of another person or entity
- Your violation of any applicable laws or regulations
11. TERMINATION
11.1 By You
You may terminate your account at any time by contacting us. Termination does not entitle you to refunds for completed or partially completed courses.
11.2 By Us
We may suspend or terminate your account immediately, without notice, if you:
- Violate these Terms
- Engage in fraudulent or illegal activity
- Threaten the security or integrity of our Services
- Fail to pay applicable fees
11.3 Effect of Termination
Upon termination:
- Your right to access our Services ends immediately
- We may delete your account and data (subject to legal retention requirements)
- Completed course records will be maintained per regulatory requirements
- Obligations that by nature should survive (payment obligations, indemnification, disclaimers) remain in effect
12. REGULATORY COMPLIANCE
12.1 NASAA Approval
Providence Compliance is a NASAA-approved IAR continuing education provider. Our courses meet NASAA guidelines for Investment Adviser Representative continuing education requirements.
12.2 State Requirements
Continuing education requirements vary by state. You are responsible for:
- Understanding your state's specific CE requirements
- Ensuring courses meet your state's approval criteria
- Completing required credit hours within applicable deadlines
- Maintaining documentation of compliance
12.3 Changes to Regulatory Status
If our NASAA approval status changes or courses become ineligible for credit in your jurisdiction, we will notify affected users promptly.
13. DISPUTE RESOLUTION
13.1 Governing Law
These Terms are governed by the laws of Florida, without regard to conflict of law principles.
13.2 Arbitration Agreement
Any dispute arising from these Terms or your use of our Services shall be resolved through binding arbitration in accordance with the Commercial Arbitration Rules of the American Arbitration Association, except:
- You may bring claims in small claims court if they qualify
- Either party may seek injunctive relief in court for intellectual property violations
Arbitration will be conducted in Jacksonville, FL. Each party bears their own costs and fees. The arbitrator's decision is final and binding.
13.3 Class Action Waiver
You agree to bring claims only in your individual capacity and not as part of any class, consolidated, or representative action. Class arbitrations and class actions are not permitted.
13.4 Exceptions
This arbitration provision does not apply if you opt out within 30 days of accepting these Terms by sending written notice to 6625 Argyle Forest Blvd.; Suite 4/#1207; Jacksonville, FL 32244.
14. GENERAL PROVISIONS
14.1 Entire Agreement
These Terms, together with our Privacy Policy, constitute the entire agreement between you and Providence Compliance regarding our Services.
14.2 Modifications
We may modify these Terms at any time by posting updated Terms with a new "Last Updated" date. Material changes will be communicated via email or website notice. Your continued use after changes constitutes acceptance.
14.3 Severability
If any provision is found unenforceable, the remaining provisions remain in full effect.
14.4 Waiver
Our failure to enforce any right or provision does not constitute a waiver of that right or provision.
14.5 Assignment
You may not assign or transfer these Terms. We may assign our rights and obligations without restriction.
14.6 No Third-Party Beneficiaries
These Terms do not create any third-party beneficiary rights.
14.7 Force Majeure
We are not liable for delays or failures due to circumstances beyond our reasonable control, including natural disasters, technical failures, cyberattacks, or government actions.
14.8 Contact for Legal Notices
Legal notices must be sent to:
Providence Compliance
6625 Argyle Forest Blvd.
Suite 4/#1207
Jacksonville, FL 32244
Email: [email protected]
15. CONTACT INFORMATION
For questions about these Terms, please contact us:
Providence Compliance
Email: [email protected]
Phone: 904-737-0388
Website: www.providence-compliance.com
By using our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Use.