Privacy Policy

1. Introduction

Securities Coach (“Company,” “we,” “us,” “our”) is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information when you visit securitiescoach.com or enroll in any of our tutoring programs.

By using our website or services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect the following types of information:

Personal Information you provide directly:

• Full name and contact details (email address, phone number)
• Professional information (employer, current licenses held, target exam)
• Payment and billing information (processed securely via third-party payment processors)
• Communications sent to us via email, contact forms, or during consultations

Information collected automatically:

• IP address and browser type
• Pages visited and time spent on our website
• Referral sources (how you found our site)
• Device type and operating system

Information from scheduling:

• Appointment details collected through Acuity Scheduling
• Session preferences and availability

3. How We Use Your Information

We use the information we collect to:

• Deliver and personalize your tutoring program
• Schedule and manage your sessions via Acuity Scheduling and Zoom
• Process payments and send receipts or invoices
• Communicate program updates, session reminders, and support
• Send you exclusive updates and resources (only if you subscribe)
• Improve our website, services, and course materials
• Comply with legal obligations

We do not use your information for automated decision-making or profiling.

4. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share limited information with trusted third parties only as necessary to deliver our services:

• Acuity Scheduling — for session booking and calendar management
• Zoom — for conducting and recording tutoring sessions
• Payment Processors — to securely handle transactions (e.g., Stripe or Square)
• Email Service Providers — to send confirmations and program communications
• Legal Authorities — if required by law, court order, or to protect our legal rights

All third-party service providers are required to handle your data securely and only for the purposes we specify.

5. Session Recordings

Tutoring sessions conducted via Zoom are recorded. These recordings are:

• Stored securely and accessible only to the enrolled client and authorized Securities Coach instructors
• Intended solely for your personal review and study purposes
• Not shared publicly, sold, or used for marketing without your explicit written consent
• Retained for the duration of your program and a reasonable period there after

6. Cookies & Website Tracking

Our website uses cookies and similar tracking technologies to improve your browsing experience. These include:

• Essential cookies necessary for the website to function
• Analytics cookies to understand how visitors interact with our site (e.g., Google Analytics)
• Marketing cookies to track referral sources

You can control or disable cookies through your browser settings. Disabling certain cookies may affect website functionality.

7. Data Retention

We retain your personal information for as long as necessary to:

• Fulfill the purposes described in this policy
• Comply with legal, accounting, or reporting obligations
• Resolve disputes or enforce our agreements

When information is no longer needed, we securely delete or anonymize it.

8. Data Security

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Secure HTTPS connections on our website
• Password-protected access to client records and session materials
• Use of trusted, security-compliant third-party platforms

No method of transmission over the internet is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

9. Children’s Privacy

Our services are intended for individuals 18 years of age or older. We do not knowingly collect personal information from anyone under 18. If we become aware that a minor has provided us with personal information, we will delete it promptly.

10. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access — request a copy of the personal data we hold about you
• Correction — request that inaccurate information be updated
• Deletion — request that your personal data be deleted, subject to legal obligations
• Opt-Out — unsubscribe from marketing communications at any time
• Portability — request your data in a portable format

To exercise any of these rights, contact us at the email address listed in Section 12.

11. Third-Party Links

Our website may contain links to third-party websites (such as Acuity Scheduling or social media platforms). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies separately.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us:

Securities Coach Website: securitiescoach.com

Email: Info@SecuritiesCoach.com

13. Updates to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Continued use of our website or services after any changes constitutes your acceptance of the updated policy.