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How to set up a classroom, in-person event?

Step 1: Getting Started:

  • From within your account, click the blue New Seminar Set Up button in the top, right corner of the screen.

  • Read the Instructor-led Seminar Agreement and click on I Agree to continue.

  • You should now see the Select Instructor screen. Under the delivery type drop-down menu, choose Classroom.

  • Next, select the instructor and the host. Confirm the information and click on Continue.

*    Admin role may schedule for any instructor whereas Instructors may only set up events for themselves.
*    If the course is being taught on behalf of someone other than the instructor, please choose them as the host from the drop-down. Otherwise, if the instructor is hosting, choose “Instructor is Host.” 

 

Step 2: Seminar Information

  • Start by filling in the necessary seminar information, including:

    • Seminar Date

    • Seminar Start Time

    • The Duration of the Seminar

    • Seminar Location (Site and Address‘;  N/A’ is not permitted, as a full address is required.)

    • Location Contact (this is the person who an auditor/attendee may contact for questions on the day or the event) and

    • Other Seminar Contact, if applicable.

*    Any items marked with an asterisk (*) are required.

*    Be sure to look over your information carefully before moving on – once you continue, you will not be able to go back to make edits.

  • Once the form is complete, click Continue.


Step 3: Credit Information

  • In this next step, select the credit that will be offered for this seminar and click Continue.

* Additional credits, if available, can be added in Step 4 of the set-up process.

 

Step 4: Seminar Course Information

  • Next, you will choose the desired course from the available options drop-down menu.

Step 5: Attendees and Additional Credit

  • Here, enter the estimated number of attendees you anticipate will attend the event.

  • Next, select any additional credits that will be offered, if applicable.

* If you need to verify any state/designation requirements, the Notification Requirements link is available at the bottom of the page. 

  • When finished, click Continue.

Step 6: Course Materials

  • Next you will need to select the Materials Arrival Date

* If the materials are shipping to the instructor, it’s recommended you select the date one week prior to the event. If the materials will ship to the seminar location; it’s recommended you select 1-2 days prior to the event (please confirm with the seminar location). 

  • Then, choose the location where the seminar materials will be shipped to.

  • The Additional Comments section is a feature that administrators/instructors can utilize if they notice information that may be incorrect, or if there is something they wish to add to the seminar. For example, if CLE credit is desired, this request should be added to the Additional Comments section.

Step 7: Seminar Set Up Request: Review Details

  • In this final section, you will be able to review your information and make edits as necessary. Credit offerings are not available for edits at this time. If you need to make a change to your credit offerings, add your request in the Additional Comments section at the bottom of the screen. EX: I would also like to add Certified Financial Planner (CFP) credit to this request.

  • When you have confirmed the seminar details, click Submit.