These Terms, together with CPE, & Other Related Services, (collectively, the “Agreement”), set forth the conditions under which the Company grants you and your Authorized Users the right to access and use the Platform and related Learning & Development Services, as described and purchased under the relevant subscription plan.
By accessing, using, or receiving any part of the Service on the Platform, the Client (a distinct legal entity/organisation) and its Authorized Users acknowledge that they have read, understood, and agree to be legally bound by these Terms. If you do not agree to these Terms, you are not authorized to access or use the Platform.
These Terms constitute a legally binding agreement between you and the Company, governing your access to and use of our website, mobile application (“App”), and all related technologies, features, content, and services made available through them.
If you are accessing or using the Platform on behalf of a company or other legal entity, you represent and warrant that you have the authority to bind such entity to these Terms. In such case, “you,” “your,” and “User” shall also refer to such entity.
“Platform”: Refers collectively to the Website, App, and all services, technologies, and features provided by the Company.
“Authorised Users”: This includes all the users authorised by the client who accesses or interacts with the Platform in any capacity.
→ Visitors: Users who browse the website without subscribing.
→ Subscriber: Refers to any user who has been granted access to the platform through an active Organizational Access plan purchased by their employer or affiliated organization. These learners are authorized users under a multi-user subscription and are entitled to access continuing education content, including on-demand courses, live webinars, podcasts, and compliance management tools, in accordance with the features included in their organization’s subscription tier.
Only Authorised Users with valid Organizational Access are eligible to earn CPE credits and utilize platform features as defined in the subscription agreement between the organization and the company.
→ Free Trial User: The user has access to team subscription features for a limited time but has not paid for a subscription yet.
→ Active User: The user is currently part of a team subscription with full access to all features.
→ Inactive User: The user was previously active but is temporarily not using the subscription (e.g., suspended or deactivated).
→ Expired: The user’s subscription period has ended, and they no longer have access to the team subscription.
→ Removed User: The user was part of the team subscription but has been manually removed by an admin.
→ Transferred In User: The user was previously in a different team subscription and has now been moved to a new team subscription.
“Affiliate”: Refers to any individual or entity that is related to the Company or Client by ownership, control, or association. This may include subsidiaries, parent companies, sister companies, partners, or any other entity that is under common ownership or control with the Company.
“Subscription”: Refers to a paid service plan purchased by the Client that provides time-bound access to the Company’s educational offerings, including but not limited to courses, Continuing Professional Education (CPE) programs, L&D Services (If Applicable), learning management software, and related platform features. A Subscription may include access to content via the website, mobile application, as determined by the specific plan selected by the Client.
“Client User Account”: Means an individual user account provisioned by the Company under the Client’s organizational subscription plan, enabling an Authorized User—such as an employee, contractor, or designated representative of the Client—to access and utilize the Platform and its associated features. Each Client User Account is uniquely assigned, non-transferable, and linked to the Authorized User’s name, credentials, learning history, and CPE records for the duration of the subscription term.
“Client”: Refers to the legal entity (such as a company, organization, or firm) that has entered into an agreement with the Company by purchasing a subscription plan, for the purpose of subscribing to and accessing the Company’s CPE and/or Learning & Development services under an organizational plan. The Client is responsible for managing and overseeing the use of the Platform by its Authorized Users, including the allocation, supervision, and compliance of associated Client User Accounts.
The Company offers Continuing Professional Education (CPE) and Other related services to professionals in the fields of accounting, taxes, finance, human resources, and other related subject areas. These Services are delivered through a variety of formats, including but not limited to live webinars, self-study courses, assessments, e-books, podcasts, certifications, and other digital learning resources (collectively, the “Platform” or “Services”).
As part of its services, the Company provides a specialized CPE for Teams offering, which enables organizations to grant their employees access to a structured library of CPE and L&D content (where applicable). This includes interactive courses, knowledge assessments, certification opportunities, and compliance tracking tools, all delivered through the Company’s proprietary Learning Management System (LMS). This offering is tailored to support enterprise-level learning and development goals, promote workforce upskilling, and ensure regulatory compliance across professional teams.
The Client may sign up and subscribe to any of the subscription plan as offered by the company, which may provide them access to Continuing Professional Education or Learning & Development Services or both, depending upon the subscription plan selected by the client.
The Company hereby grants you a limited, non-exclusive, non-transferable, and revocable license to download, install, and use a single copy of the mobile application (the “App”) on a mobile device that you own or control, solely for your individual and internal use in connection with the Services provided under these terms of use.
With respect to any App accessed through or downloaded from the Apple Inc. (“Apple”) App Store, this license is further limited to:
(i) use solely on an Apple-branded device that runs iOS (Apple’s proprietary operating system); and
(ii) use as permitted by the “Usage Rules” outlined in the Apple App Store Terms of Service.
All rights not expressly granted herein are reserved by the Company. Nothing in these Terms shall be construed as granting you any right, title, or interest in or to the App, its content, or any proprietary technology used therein, except for the limited license provided above.
Subject to Client’s and Authorised User’s compliance with these terms of use, the Company will make the Services available to the Client during the Term solely for use in connection with the User’s internal business operations and internal educational purposes, and for no other purpose.
The User is responsible for identifying and authenticating all its Authorized employees, ensuring that only Authorized employees' access and use the Services, and ensuring that all Authorized employees comply with these terms of use.
Upon purchase of a subscription plan, the Company will provision a defined number of user accounts (“Client User Accounts”) based on the organization’s subscription plan. These accounts are intended solely for use by the Authorized Users—i.e., employees of the Client—during the active subscription term.
The Client is responsible for:
The Client may request to add additional Authorized Users during the subscription term and shall pay additional fees in accordance with the purchased subscription plan.
The Company reserves the right to suspend, deactivate, or replace a Client User Account if it reasonably suspects that the account has been used in violation of these Terms, including but not limited to unauthorized use, sharing, or credential compromise.
Each Authorized User is granted individual access to the Platform and is solely responsible for the use of their account. All CPE credits, certifications, progress tracking, and usage history are uniquely tied to the originally assigned Client User Account and are non-transferable.
The Client shall ensure that all Authorized Users agree to and comply with these Terms and shall be liable for any breach of the Terms by any such Authorized User. Any sharing, reassignment, or redistribution of Client User Accounts may result in immediate suspension of access without refund and may incur additional charges for unauthorized use.
As part of our organizational CPE service offering, access to the Platform is governed by a role-based permission structure designed to facilitate efficient team-wide continuing education management. Each subscribing organization may designate Users under the following roles, each with defined responsibilities and access rights, further the detailed roles and permissions are in the panel.
Administrator (“Admin”)
Admins serve as the primary coordinators for the organization’s team subscription and are responsible for overall learning oversight. Admins have the following permissions:
→ Track and manage learning progress and continuing education compliance for all enrolled team members.
This administrator acts as the main point of contact and is responsible for all account-related activities on behalf of the User.
Partner
A Partner is expected to oversee overall learning activity of the organization. They should be able to see the overall progress of the firm.
→ Oversee learning progress and continuing education compliance for all enrolled team members.
Manager
Managers support Admins by managing smaller groups or departmental teams within the organization. managers are granted access to:
→ Assign relevant CPE courses to staff under their supervision based on professional needs and compliance requirements.
→ Monitor course participation, completion status, and compliance progress of their assigned team members.
Staff
Staff users are the primary learners benefiting from the organization’s CPE subscription. Staff are authorized to:
→ Access all eligible CPE courses and resources available under the organization’s subscription plan for professional development and compliance.
→ Complete assigned training and report progress as part of the organization’s continuing education strategy.
Each role is designed to ensure a clear hierarchy of control, efficient team management, and effective compliance tracking. Users must operate strictly within the permissions granted to their role. Misuse of access, including unauthorized course access or role reassignment, may result in disciplinary action or termination of platform access.
The Services are available exclusively to organizations, firms, or teams comprised of a minimum of three (3) professionals who require access to continuing education resources to meet compliance requirements in their respective fields.
Access to CPE for Teams is strictly limited to employees of the Client. Each user must be enrolled by the Client’s designated administrator. The use of licenses by individuals outside of the Client’s organization is strictly prohibited.
By registering for or using the Services, you represent and warrant that your organization or team meets this minimum eligibility criterion. The Company reserves the right to verify compliance with this requirement at any time and may suspend or terminate access to the Platform if it determines, in its sole discretion, that the eligibility requirements are not met.
Administrators of the Team have exclusive rights to add/remove users. If you want to add users (buy seats), you need to make payment and buy seats. Pricing is mentioned in the given link https://my-cpe.com/continuing-education/teams-subscription-pricing
Once the Administrator removes the user, the user will be moved to the category of "Inactive User" until the subscription for that user does not end for the relevant tenure. Admin also has the right to add back the deleted user and make the profile active again within the subscription term and not after the subscription has ended. Deleted user remains users of Platform. However, their access to client user account is terminated.
Organizational access to the Platform is based on a seat-based subscription model, which determines the number of Users who may be concurrently active under the team account. The following terms apply to seat management and user deletion:
The Company reserves the right to audit seat usage to ensure compliance with the subscription terms and may suspend access in the event of misuse, unauthorized access, or violations of the Terms.
Each subscription seat for Authorised user, purchased under an organizational account is uniquely assigned to an individual user and is strictly non-transferable. The following terms apply:
Clients are responsible for correctly assigning seats at the time of user onboarding. Any misuse or attempt to circumvent this non-transferability policy may result in the suspension or termination of affected accounts.
The Company offers (“Subscription Services”) as part of its broader Platform offerings. For clarity, Subscription Services shall be considered part of the “Services” as defined in these Terms of Use. Any client or Authorised user that accesses or utilizes Subscription Services is referred to herein as a “Subscriber.”
Subject to these Terms and the applicable subscription plan, the Company grants Subscriber and its authorized educators, administrators, employees, and staff users (“Authorized Users”) a limited, non-exclusive, non-transferable, and revocable license to access to content and, where applicable, download educational content made available through the sign-up for subscription, solely for internal professional development and continuing education purposes.
The Company reserves the right to update or modify Content at any time, including but not limited to the addition or removal of video titles, encoding updates, or accessibility enhancements such as closed captioning. All rights not expressly granted under these Terms are reserved by the Company.
Permitted Use:
Prohibited Use:
Subscription Services may only be accessed using a Compatible Device, which includes any system or device that meets the Company’s technical specifications for streaming and DRM protection. Compatibility may change over time based on updates by the Company or third-party vendors (e.g., operating system or browser providers).
Subscribers acknowledge that device support may vary and that a device compatible today may not remain compatible in the future.
Streaming quality may vary based on the Subscriber’s device and available bandwidth. The Company may adjust the resolution dynamically to maintain uninterrupted playback. While the Company aims to offer high-quality experiences, no guarantees are made regarding streaming resolution, quality, or uninterrupted access, which may be affected by external factors beyond the Company’s control.
Where the Client purchases a Subscription, the Client will be granted full access to the Services and features offered under the Company Platform for the duration of the Term. The Client will be assigned the number of Client User Accounts as per the subscription plan. Each such account shall be subject to the non-transferability and licensing conditions set forth in these Terms.
The availability of such premium inclusions is contingent on the subscription plan selected. The Company reserves the right to update, enhance, or modify the content offerings within the subscription plan, provided that any such changes do not materially diminish the overall value of the Services during the active subscription term.
All benefits, inclusions, and promotional offers related to Subscriptions are subject to change at the Company’s sole discretion, and continued use of the Platform following such changes constitutes acceptance thereof. Please refer Link.
Access to the LMS is granted as part of the CPE for Teams package. Users and administrators must adhere to usage policies. The Company reserves the right to limit or revoke access in the event of misuse, policy violations, or suspected breaches.
Where applicable, clients may engage the company for additional learning and development (L&D) services beyond the scope of standard CPE offerings. Indicative inclusions of such services may encompass practical training programs, role-based learning paths, leadership development resources, skill-building assessments, and exam preparation support. The exact scope, deliverables, timelines, and commercial terms of L&D services shall be mutually agreed upon by the parties through written confirmation, which may be via email communication or supplemental statement(s) of work (sow). Any changes or additions to the agreed scope shall similarly require mutual written confirmation.
The company reserves the right to make minor modifications to the available L& inclusions based on evolving program design, platform capabilities, or content partner updates, provided such modifications do not materially diminish the overall value of the agreed-upon services.
Your use of the Websites, the Platform, the App and/or the Services may involve the transmission to us of certain personal information. Our policies with respect to the collection and use of such personal information are governed according to our Privacy Policy, which is hereby incorporated by reference in its entirety.
The Company is committed to maintaining a professional, respectful, and safe environment for all Users of its Platform, including team-based learners, administrators, and organizational clients. By accessing or using the Website, the Platform, the App, and/or any of the Services, you agree to abide by the following community standards and conduct rules:
Lawful and Professional Use: You will use the Platform only for lawful and authorized purposes. You agree not to engage in any fraudulent, unethical, or illegal conduct, including commercial exploitation, promotion of unrelated services or products, or participation in pyramid schemes or similar ventures.
No Competitive Intelligence or Unauthorized Research: You will not use the Platform to collect, copy, or extract any data, content, or proprietary information for the purpose of developing, marketing, or supporting competing educational platforms or services.
Prohibited Content: You will not upload, post, transmit, or make available any content that:
Respectful Conduct: You agree not to engage in behavior that threatens, stalks, impersonates, or harasses other Users or employees of the Company.
Authenticity of Identity: You must not create fake identities or multiple user accounts to manipulate access to content, circumvent subscription terms, or gain unfair advantage (e.g., repeated use of promotions or trials).
Protection of Platform Integrity: You will not:
The Company reserves the right, at its sole discretion and without notice, to suspend, restrict, or permanently deny access to any User or Subscriber who violates these guidelines or engages in any conduct that undermines the integrity or professionalism of the Platform.
The Company’s Website, Platform, App, and all related Services contain proprietary content and materials, including but not limited to software, text, graphics, logos, images, videos, audio recordings, assessment tools, course materials, and other audiovisual or digital elements (collectively, the “Content”). This Content is either owned by the Company or licensed from third-party providers and is protected under applicable United States and international intellectual property laws, including but not limited to copyright, trademark, and trade secret laws.
Except as explicitly permitted under this Agreement, you are granted no rights, title, or interest in or to any part of the Content. You may access and use the Content solely for your authorized internal use in connection with your active subscription to the Services. You may not:
Any unauthorized use of the Content is strictly prohibited and constitutes a material breach of this Agreement. Upon any such violation, your right to access the Content and Services will be immediately terminated, and you must promptly destroy or delete all copies of the Content in your possession or control.
All trademarks, service marks, logos, and branding elements used on or in connection with the Website, Platform, App, and Services (collectively, the “Trademarks”) are either:
Nothing in these Terms or on the Platform shall be construed as granting, by implication, estoppel, or otherwise, any license or right to use any Trademark without the express prior written consent of the Company or the appropriate third party for each specific use. Use of the Trademarks as part of any link, marketing material, or external communication requires advance written approval and must not misrepresent the relationship between you and the Company.
All goodwill derived from the authorized use of the Company’s Trademarks shall inure exclusively to the benefit of the company.
Protection Of Platform Design and Content Structure
The overall look and feel, user interface, and functional architecture of the Platform, App, and Website—collectively referred to as “Trade Dress”—are protected under applicable laws governing trade dress, unfair competition, and proprietary design. Framing, mirroring, replication, or imitation of any part of the Website, Platform, or App, in whole or in part, is strictly prohibited.
None of the Content or design elements may be retransmitted, republished, or reused without the Company’s express, written permission for each specific instance.
The Client retains full ownership of all data and information, including any personal data or learner-generated content (collectively, “Client Data”), that is entered into the Platform by the Client or any of its Authorized Users during the course of using the Services.
By using the Services, the Client grants the Company a non-exclusive, worldwide, royalty-free, irrevocable, sublicensable, and fully paid-up license to access, use, process, store, disclose, and transmit such Client Data solely for the following purposes:
The Company may use Aggregated Data for any business purpose, including analytics, benchmarking, and product development, without restriction and without any obligation to the Client.
The Company and its licensors retain all right, title, and interest in and to:
No rights are granted to the Client other than those expressly set forth in this Agreement.
The Company may collect technical and diagnostic information related to the Client’s or its Users’ use of the Platform, including but not limited to device identifiers, system performance metrics, and usage analytics. Such information is collected to support service delivery, monitor usage trends, improve functionality, and ensure the security and stability of the Platform.
This information may be used internally or with trusted service partners in accordance with the Company’s Privacy Policy.
If the Client or any Authorized User provides the Company with any suggestions, feedback, recommendations, feature requests, or other input regarding the Services (“Feedback”), the following shall apply:
i. The Client acknowledges that such Feedback is non-confidential and does not contain any proprietary information; and
ii. The Company shall be free to use, disclose, reproduce, license, or otherwise exploit the Feedback, without restriction or obligation to the Client, and without compensation of any kind.
All rights not expressly granted to the Client under this Agreement are reserved by the Company. Nothing in these Terms shall be construed to convey any ownership or license rights by implication, estoppel, or otherwise.
By subscribing to and utilizing our Platform and Services, you hereby grant the Company permission to use your organization’s name, logo, and general information regarding your use of our Platform and Services for promotional, marketing, and advertising purposes. Such usage may include, but is not limited to, featuring your organization's name and logo on the Company’s website, mobile application, presentations, case studies, promotional materials, press releases, newsletters, social media posts, and other marketing communications.
You acknowledge and agree that any usage described herein shall be performed respectfully, truthfully, and without misrepresentation of your organization’s relationship with the Company. If you prefer not to have your organization’s name or logo included in such marketing activities, you must notify the Company in writing via email to support@my-cpe.com, specifying your request to opt-out from marketing usage.
Upon receipt of your written request, the Company will cease all new marketing activities involving your organization’s name and logo within thirty (30) business days. However, materials published or distributed prior to receiving your opt-out request may continue to remain publicly accessible or in circulation.
Organizational Use & Non-Transferability: Subscriptions are intended solely for organizational use by the subscribing entity and its authorized team members. Access credentials and benefits are non-transferable and may not be shared, assigned, or otherwise transferred to any individual or entity outside of the subscribing organization.
Payment Requirement: A valid and up-to-date Payment Method is required at the time of sign-up and must be maintained throughout the subscription term. Failure to provide or update a valid payment method may result in suspension or termination of access to the Services.
Automatic Renewal: Unless cancelled in accordance with these Terms, subscriptions will automatically renew at the end of each billing cycle. You may cancel your subscription at any time prior to the next billing date to avoid automatic charges for the subsequent term. Cancellations will take effect at the end of the current billing cycle. The Company shall send an email to the client to confirm the number of authorised users under the subscription plan for which renewal is being done.
The Company reserves the right to update pricing, billing intervals, or subscription terms upon reasonable notice, which may be provided via email or through the Platform.
Termination & Suspension of Subscriptions.
Company reserves the right to suspend or terminate a subscription without prior notice if:
The Company may, at its sole discretion, offer a free trial period for new Users to access and evaluate the Platform and its Services. The following terms apply to any such free trial:
Payment Method Required: A valid Payment Method must be provided at the time of signing up for the free trial. However, no charges will be applied until the trial period concludes.
Automatic Conversion to Paid Membership: Unless cancelled before the end of the free trial, the subscription will automatically convert to a paid membership, and the Payment Method on file will be charged in accordance with the selected subscription plan.
Cancellation: Users may cancel their trial or subscription at any time directly through their user dashboard. If cancelled before the trial period ends, no charges will be incurred.
No Refund Policy: All charges are final. Once the trial converts to a paid membership and the payment is processed, no refunds will be issued, regardless of usage or subsequent cancellation.
The Company reserves the right to modify or terminate the free trial offer at any time, without prior notice, and to limit eligibility or duration to prevent misuse.
Each Subscription shall operate on a fixed, annual billing cycle ("Billing Cycle"), commencing on the subscription start date and renewing automatically on the corresponding calendar date of each subsequent year (“Renewal Date”). All Users under a given client’s subscription shall be aligned to a single Renewal Date.
The client shall be invoiced in full, on an annual basis, for the total number of User subscribed as of the commencement of each Billing Cycle. Payment shall be due in advance and shall cover the entire annual period for each subscribed User.
Prior to the Renewal Date, the clients designated administrator will be provided an opportunity to review and adjust the number of active User seats for the forthcoming Billing Cycle. Upon renewal, the client shall be invoiced for the total updated seat count, and payment shall be due in advance for the entirety of the new Billing Cycle.
The Company reserves the right to modify its pricing structure, subscription plans, or service inclusions at any time. Any such changes will become effective at the start of the next billing cycle following notice to the Admin or billing contact of the subscribing organization. Continued use of the Platform after the effective date of a price change constitutes acceptance of the new pricing.
If the organization does not agree to the revised pricing or plan structure, it may cancel the subscription prior to the start of the next billing cycle in accordance with the Cancellations and Auto-Renewals clause in the Refund Policy.
Team subscriptions are non-refundable. Once payment has been processed for a billing cycle the subscription fee is non-reversible, regardless of usage, seat allocation, or user participation.
No partial refunds will be provided for cancellations, user deletions, underutilized seats, or early termination of the subscription term.
All course access, compliance tools, and special features included in a team subscription are governed by the plan selected at the time of purchase or as subsequently upgraded.
Promotional offers, discounts, or bundled services may be time-limited or conditional, and the Company reserves the right to withdraw or alter such offers at its discretion. Inclusion of specific content formats or features is not guaranteed to remain unchanged throughout the subscription term.
Where an exception is made by the Company (at its sole discretion) and a refund is approved, the refund will be processed within 10–15 business days from the date of approval. Refunds will be issued to the original payment method used at the time of purchase.
Please note that this timing may vary depending on the processing time of your financial institution.
The Company provides dedicated relationship manager for all team subscriptions. Admins and authorized team members can get access to direct number and email from their portal to contact for issues related to:
Support is available via email, live chat, and phone during regular business hours. For enterprise accounts, priority or white-glove support may be available upon request or as part of a premium service package.
We appreciate your interest in our website and welcome any questions, feedback, or inquiries you may have regarding these Terms, the Website, or any of the products and services offered by the company. For assistance, please feel free to reach out to us using the contact details provided below.
You can contact us at:
Email: support@my-cpe.com
Phone: +1 646-688-5128
We are committed to responding to your queries promptly and ensuring a seamless user experience.
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