Terms of Service

advisorroadmap.com (the "Site") is a free educational resource provided by Parsonex Enterprises, Inc. It explains how people become financial advisors, which licenses and credentials are involved, and what the steps cost and take, using figures from government and regulator sources. The Site has no accounts and does not sell anything.

Content on the Site is general education. It is not legal, financial, tax, investment or career advice, and it is not an offer of employment or a recommendation of any firm, product or security. Consult qualified professionals for advice specific to your situation. Nothing on the Site should be relied upon as personalized advice.

Every figure on the Site links to its official source with the date we accessed it. Licensing rules, exam details and fees change, and they differ by state. Before you act, confirm the current rules with the official source, such as FINRA, NASAA, the SEC, your state securities regulator or insurance department, or the CFP Board. The Site does not provide exam preparation.

Our tools show steps, fees and timelines from the same published data. Their results are estimates for planning, not a promise of any outcome, and they never estimate pay or earnings. How the tools handle your settings is described in our Privacy Policy.

Parsonex Enterprises, Inc. has compiled the content on the Site from various sources, many of them public government and regulator publications, each credited where it is used. Parsonex Enterprises, Inc. does not claim ownership of underlying regulatory rules, official data or exam concepts, only of the compilation, organization, writing and presentation of that content.

You may read, link to and quote the Site with credit. You agree not to disrupt the Site or extract its content in bulk for redistribution.

The Site links to official sources, to our sister site advisortrain.com, and to parsonex.com. Parsonex Enterprises, Inc. is not responsible for the content or practices of websites it does not operate, and their own terms and privacy policies apply there.

The Site is provided "as is", without warranty of any kind, including accuracy, completeness or fitness for a particular purpose. Use of the Site is at your own risk.

To the fullest extent permitted by law, Parsonex Enterprises, Inc. is not liable for any indirect, incidental or consequential damages arising from use of the Site. Because the Site is provided free of charge, the aggregate liability of Parsonex Enterprises, Inc. for any claim arising from use of the Site is limited to fifty dollars ($50).

You agree to indemnify Parsonex Enterprises, Inc. against claims arising from your misuse of the Site or violation of these Terms.

FINRA, SIE, and Series 7, 24, 63, 65, and 66 are trademarks of FINRA and/or NASAA as applicable. CFP® and CERTIFIED FINANCIAL PLANNER™ are marks of the Certified Financial Planner Board of Standards, Inc. CFA® and Chartered Financial Analyst® are trademarks of CFA Institute. ChFC® and CLU® are trademarks of The American College of Financial Services. advisorroadmap.com is not affiliated with, endorsed by, or sponsored by any of these organizations. Exam and designation names are used only to identify the licenses and credentials described.

These Terms are governed by the laws of the State of Delaware, without regard to conflict of law principles.

Parsonex Enterprises, Inc. may update these Terms from time to time. Changes take effect when posted, and the "Last revised" date above moves with them.

Questions about these Terms can be sent to compliance@parsonex.com.