Next cohort begins October 6, 2026. Massachusetts firms train at no net cost.
This Privacy Policy explains how TPM Programs ("we," "us," or "our") collects, uses, and shares information when you visit www.tpmprograms.com (the "Site") or engage with the Elite Advisor Development program (the "Program").
By using the Site or contacting us, you agree to the practices described here. If you do not agree, please do not use the Site.
Elite Advisor Development is a live professional development program for financial advisory firms, delivered by TPM Programs. We work primarily with firms and their advisors, including Massachusetts firms that may qualify for state Workforce Training Fund support.
If you have any questions about this policy, contact us at JKing@transcend-pm.com.
Information you give us directly. When you submit a form, request a consultation, or correspond with us, we may collect your first and last name, business email address, firm name, your role, how you heard about us, whether your firm has a Massachusetts office and W-2 employees, and any details you choose to share about your firm and your advisors.
Information collected when you enroll. If your firm joins the Program, we may collect billing and enrollment details, the names and contact information of participating advisors, and information generated during the Program, such as assessment results, goals, and coursework you complete during live sessions.
Workforce Training Fund application information. If your firm pursues Massachusetts Workforce Training Fund support, we help facilitate the application. To do so, we may collect and process information needed for that application, including firm details, employee counts, and other documentation required by the state program.
Information collected automatically. When you visit the Site, we and our service providers may automatically collect technical information such as your IP address, browser type, device information, pages viewed, referring URLs, and the dates and times of your visits. We collect this through cookies and similar technologies (see "Cookies and analytics" below).
We do not intentionally collect sensitive personal information, and we ask that you not submit it through the Site.
We use the information we collect to:
We do not sell your personal information. We share it only as described below:
Service providers. We use trusted third parties to operate our business, such as website hosting (Webflow), video conferencing (Zoom), scheduling and calendar tools, email and customer-relationship tools, payment or invoicing providers, and assessment providers. These providers process information on our behalf and are expected to protect it.
Government programs. Where your firm pursues Workforce Training Fund support, we share the information needed to complete and submit the application with the relevant Massachusetts state agency or program administrator.
Legal and safety reasons. We may disclose information if required by law, regulation, legal process, or governmental request, or where we believe disclosure is necessary to protect our rights, your safety, or the safety of others, or to prevent fraud.
Business transfers. If we are involved in a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction, subject to this policy.
The Site uses cookies and similar technologies to function properly, remember preferences, and understand how visitors use the Site. We may use analytics services to help us measure traffic and improve the Site. You can usually control cookies through your browser settings, though disabling them may affect how the Site works.
We keep personal information for as long as needed to fulfill the purposes described in this policy, including providing the Program, meeting Workforce Training Fund and other legal or record-keeping requirements, resolving disputes, and enforcing our agreements. When information is no longer needed, we take reasonable steps to delete or de-identify it.
We use reasonable administrative, technical, and organizational measures designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
You may:
The Site and the Program are intended for businesses and professionals and are not directed to children under 16. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us so we can delete it.
The Site may link to third-party websites or services we do not control, including scheduling tools and government program pages. We are not responsible for the privacy practices of those third parties, and we encourage you to review their policies.
We may update this Privacy Policy from time to time. When we do, we will revise the "Effective date" above. Material changes will be posted on this page, and your continued use of the Site after changes take effect constitutes acceptance of the updated policy.
If you have questions or requests regarding this Privacy Policy or your information, contact:
Email: JKing@transcend-pm.com
