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Privacy Policy

Real Estate Financial Coach recognizes that our relationships with students and members are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.

We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

Why We Collect Your Information

We gather information about you so that we can:

  • Help design and implement the educational related services we provide you;

  • Report attendance and exam results for continuing education credit; and

  • Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

  • Information from your participation in one of our education programs about your identity, such as your name, address, firm/employer, CFP®, CPA® or other professional designation identification numbers.

  • Payment information

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide educational services to you, we may disclose your personal information in limited circumstances to various service providers, such as our course portal, payment processing firm, or independent contractors hired by Real Estate Financial Coach.

Otherwise, Real Estate Financial Coach will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

  • We receive your prior written consent; or

  • We have documentation that the recipient is your authorized representative; or

  • We are required by law to disclose information to the recipient.

Arrangements with companies or independent contractors not affiliated with Real Estate Financial Coach will be subject to confidentiality agreements.

How We Protect Your Personal Information

Privacy has always been important to Real Estate Financial Coach. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

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