Terms and Conditions

Elite Advisor Development is a live professional development program for financial advisory firms and their advisors. It is delivered over approximately ten weeks across five modules, primarily through live video sessions. Program structure, schedule, cohort dates, instructors, and content may change, and we will make reasonable efforts to communicate material changes to enrolled firms.


The Site provides general information about the Program and a way to inquire, schedule a consultation, or enroll.

The Program is intended for businesses and professionals. By enrolling, you confirm that you are authorized to act on behalf of your firm and to accept these Terms on its behalf. Certain benefits, including Massachusetts Workforce Training Fund support, are available only to firms that meet state eligibility requirements (see Section 4).

Enrollment is confirmed once your firm has completed the required intake and we have accepted your firm into a cohort. Seats may be limited, and cohorts run on scheduled dates. Participating advisors are expected to attend live sessions and complete coursework as outlined in the Program materials. We may decline or cancel an enrollment at our discretion, including where eligibility, payment, or conduct requirements are not met.

Eligible Massachusetts firms may apply for reimbursement of Program costs, up to the amounts available, through the Massachusetts Workforce Training Fund Express Program. We help facilitate the application, documentation, and submission process. However:

Funding is not guaranteed. Approval, the amount awarded, and the reimbursement rate are determined solely by the Commonwealth of Massachusetts and depend on your firm's eligibility and the funds available at the time.

It is a reimbursement, not a discount. Your firm is responsible for Program fees and is reimbursed by the state according to the program's rules and timelines. Out-of-pocket timing may vary.

Eligibility rules and funding availability can change at any time without notice to us.

We do not control, and are not responsible for, decisions made by the state or the timing of any reimbursement.

We will make reasonable efforts to support a complete and timely application, but we make no representation or warranty that any firm will be approved or reimbursed.

The Program provides professional development, coaching, and practice-management education for financial advisors and firms. It does not provide investment, financial planning, legal, tax, accounting, or compliance advice, and nothing in the Program or on the Site should be relied upon as such. You and your firm remain solely responsible for your own business decisions and for complying with all laws, regulations, and the requirements of any broker-dealer, custodian, or regulator that applies to you.

Any outcomes, statistics, growth figures, or testimonials described on the Site or in the Program reflect past results for specific participants and are not a promise or guarantee of future results. Your firm's results depend on many factors outside our control, including your own effort, market conditions, and how you apply what you learn.

All content associated with the Program and the Site — including frameworks, methodologies, course materials, assessments, slides, recordings, text, graphics, logos, and the names "Elite Advisor Development" and "TPM Programs" — is owned by us or our licensors and is protected by intellectual-property laws.

We grant participants a limited, non-exclusive, non-transferable license to use Program materials solely for their own internal professional development during and after the Program. You may not copy, record, distribute, resell, publish, or create derivative works from the materials, or use them to build a competing program, without our prior written consent.

You agree not to misuse the Site or the Program, including by attempting to disrupt or gain unauthorized access to our systems, sharing access credentials or materials with non-participants, recording live sessions without permission, or using the Site or Program for any unlawful purpose.

The Program and Site rely on third-party services such as video conferencing, scheduling tools, and assessment providers. Your use of those services may be subject to their own terms and privacy policies, and we are not responsible for them.

The Site and the Program are provided "as is" and "as available," without warranties of any kind, whether express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Site will be uninterrupted, secure, or error-free, or that any particular outcome will result from the Program.

To the fullest extent permitted by law, we will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, or goodwill, arising out of or relating to the Site or the Program. Our total liability for any claim relating to the Program will not exceed the amount your firm paid to us for the Program in the twelve months before the event giving rise to the claim.

Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.

You agree to indemnify and hold harmless TPM Programs and its owners, employees, and contractors from any claims, damages, liabilities, and expenses (including reasonable legal fees) arising from your firm's use of the Site or Program, your violation of these Terms, or your violation of any law or third-party right.

These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to its conflict-of-laws rules. You agree that any dispute arising out of or relating to these Terms, the Site, or the Program will be brought exclusively in the state or federal courts located in Massachusetts, and you consent to the jurisdiction of those courts.

We may update these Terms from time to time. When we do, we will revise the "Effective date" above and post the updated Terms on this page. Your continued use of the Site or Program after changes take effect constitutes acceptance of the updated Terms.

Questions about these Terms can be sent to:


Email:  JKing@transcend-pm.com