Terms of Service

Welcome to Tactic Financial. By accessing or using our website and services, you agree to be bound by these Terms of Service. Please read them carefully.

1. Services

Tactic Financial provides online financial education, including self-paced courses, certification preparation programs, hands-on labs, and related digital content.

2. Account Registration

Some services require account registration. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to provide accurate, current, and complete information.

3. Purchases & Refunds

Third-Party Platforms: All purchases made through links on this site (e.g., for "Tactic On-Demand" or "AFM Prep") are processed by third-party platforms (e.g., Thrivecart, Kajabi) which act as the Merchant of Record.

Terms of Sale: Your transaction is governed by the specific terms, refund policies, and privacy notices presented at checkout on those platforms.

Refunds: Refund requests must be submitted according to the policy provided at the time of purchase. Tactic Financial does not process refunds directly through this website.

4. Intellectual Property

All content on our website and platforms — including courses, videos, templates, models, frameworks, text, graphics, and software — is the intellectual property of Tactic Financial or its licensors. You may not reproduce, distribute, modify, or create derivative works without our express written permission.

5. Acceptable Use

You agree not to:

Share, redistribute, or resell course materials or account access.

Use our platforms for any unlawful purpose.

Attempt to gain unauthorized access to our systems.

Use automated means to access our services.

6. Disclaimer

Our educational content is provided for informational and educational purposes only. It does not constitute financial advice, investment advice, tax advice, or any form of professional advisory service. You should consult qualified professionals for specific financial decisions.

6.1. No Professional Relationship

The use of our services, including the purchase of any course or the use of any template, does not create a professional-client relationship (such as a financial advisor-client relationship) between you and Tactic Financial. You acknowledge that our content is generalized and not tailored to your specific financial situation.

6.2. Career Outcomes & Risk

You acknowledge that career progression and income increases are not guaranteed. Your success depends on various factors including your background, effort, and market conditions. While we provide the tools and training, we cannot guarantee specific employment or financial outcomes. Tactic Financial makes no representation or warranty regarding the success of any career strategy.

6.3. Third-Party Tools

Our training may utilize third-party tools and platforms, including but not limited to Microsoft Excel, Power BI, and various Artificial Intelligence (AI) models. Tactic Financial is not affiliated with, endorsed by, or responsible for these third-party providers. You are responsible for complying with their respective terms of service.

7. Limitation of Liability

To the maximum extent permitted by law, Tactic Financial shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our services.

8. Contact

Questions about these Terms? Contact us at: [email protected]