Frequently Asked Questions

What are your billing terms?

You can pay either monthly or annually

Do I receive a discount if I pay annually?

Yes, you will receive a 10% discount on top of your already low price.

To take advantage of a discount from my current pricing, do I need to give you a copy of my invoice?

No.  You will be trusted.  That is how we do business, and we hope you do too.

How can I pay?

You can send us an ACH, pay by check, pay by credit card, or we can withdraw the funds from your bank account. You can set up automatic payments if you pay by credit card or allow us to withdraw the funds from your checking account.

What if I have a contract with another company, but I still want to lock in your pricing?

No problem. All you need to do is pay your first month’s payment and then we will not bill you again until your other contract ends.  In the meantime, we will set you up with your access, and your employees can switch over immediately.  This may be confusing, so let me give you an example.  Let’s say your contract does not end for another 14 months.  Your monthly payment is X dollars.  You simply pay X dollars one time and we set you up and on-board all of your employees into the new system.  In 15 months, I’ll send you an invoice and your regular billing will start.

Why would you want to do this?  Our training is geared toward prepaid and is just plain better.  This allows you to start with better training now and not worry about paying for two overlapping services.

What is your money back guarantee?

If you cancel within the first 3 months, you will receive a full refund for every dime you have paid us. If you cancel after three months, you will receive a refund for your previous month’s payment.  If you paid for the year up-front, you will receive a pro-rated amount back.

Is there a contract?

No. You will not sign a contract.   The service is offered on a month to month basis.  If we are not doing a good enough job to keep your business, then you can cancel at any time.

What if my issuing bank does not approve the training?

Impossible. We will work with your bank to make any changes necessary so this training is approved.

How much does it cost to add more users?

Nothing. You pay a flat fee for your company regardless of the number of users.

Can I give this to my clients to take?

Yes, and you are strongly encouraged to do so. There is no additional fee.

Are you going to add new training courses to the academy?

Yes. Our only new course on the road-map for 2019 is on preventing sexual harassment. The rest of our resources in 2019 will be used to make the platform and existing courses better.

Can I add my own custom training to the platform?

Yes, you can. Pricing will vary based on if you create the material or if you need us to create it.  A steep discount will be given if the training is generic and is able to be utilized by other clients.

What kind of support do you offer?

You will be able to reach out to us via email and telephone for questions or issue resolution.

How often is the content updated?

We will work with issuing banks, compliance officers, attorneys, and you to find areas that need to be updated, and we will make these changes annually.

What if I don’t want to give you my BSA/AML Compliance Policy and Information Security Policy?

In these cases, we can do one of two things. The first choice is you can send a link to the file on your system.  Instead of uploading the document to the system, we will put the link there.  When someone who has permission to access that link clicks on it, the document will load for them.  The second choice is you can manage the distribution of the policy on your side, and we will use the Academy course to confirm that they have read the policy.