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Privacy Policy 

 

Optimal AdvisorAI Learning Center  

1. Who We Are

Optimal AdvisorAI Learning Center is an educational platform owned by Optimal AdvisorAI. We teach Financial Professionals how to use AI tools like ChatGPT and Microsoft Copilot through practical, results-driven courses.

2. Information We Collect

When you sign up, register for a course, or contact us:

  • Name
  • Email address
  • Company/firm name (if provided)
  • Payment history (via Kajabi)
b) Usage Data

Automatically collected when you visit or interact with our site:

  • IP address
  • Browser type and device
  • Time on site and pages visited
  • Course progress and quiz activity
c) Cookies and Tracking

Our website uses cookies and similar tracking technologies to improve your experience, understand how you use the site, and deliver relevant content.

What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They help us remember your preferences, support secure logins, and gather analytics to improve our services.

Types of Cookies We Use:

  • Essential Cookies – Necessary for site functionality, such as login sessions and checkout.
  • Performance Cookies – Help us track how users interact with the site (e.g., Kajabi’s analytics, Google Analytics).
  • Functional Cookies – Remember your preferences and course progress.
  • Third-Party Cookies – May be set by tools like Google Analytics or email platforms for tracking usage and marketing performance.

You can control cookies through your browser settings. By using our site, you consent to our use of cookies as described in this policy.

3. How We Use Your Information

We use your information to:

  • Provide access to courses and track your learning progress
  • Send course updates, resources, and marketing emails (with your consent)
  • Improve site performance and personalize your experience
  • Manage support and user inquiries
  • Ensure security and prevent abuse

We do not sell your data to third parties

4. Third-Party Services

We use trusted third-party services like:

  • Kajabi (hosting, course delivery, and payments)
  • Zapier (workflow automation between tools)
  • Google Analytics (site analytics and traffic tracking)
  • Mailchimp or similar (email marketing and newsletters)

These providers have their own privacy policies and comply with GDPR/CCPA standards.

5. Cookies and Analytics

We use cookies and analytics tools like Google Analytics to track usage and improve performance. You can opt out anytime via your browser settings.

6. Your Rights

You can:

  • Access the personal data we hold about you
  • Request correction or deletion
  • Opt out of marketing emails (link in every email)
  • Request a copy of your data in portable format
  • Lodge a complaint with your data protection authority

 

7. Data Security

We take data protection seriously. We use secure tools (HTTPS, Kajabi security features, limited admin access) to protect your data against unauthorized access, disclosure, or loss.

8. Data Retention

We keep your data as long as needed to:

  • Fulfill the purposes described above
  • Comply with legal and accounting obligations
  • Support your ongoing access to our learning platform

You may request deletion at any time.

9. International Policy

Our services are primarily for users in the United States. If you access the site from outside the U.S., your data may be transferred and stored in the U.S., which may have different data protection laws.

10. Children's Policy

Our services are not intended for children under 13. We do not knowingly collect data from children. If you believe a child has submitted data, please contact us and we will delete it.

11. Changes to This Policy

We may update this Privacy Policy as needed. We’ll post the new version on this page and update the date above. If major changes occur, we’ll notify you by email or a site notice.

12. Contact Us

For any concerns, please email: [email protected]

 

Version: August 1, 2025Â