Privacy and Cookie Policy

Last Updated: April 7, 2026

1. Scope

This Policy applies to personal information collected online and offline, including through our websites, forms, course registration pages, emails, customer support interactions, events, and related services.

This Policy does not apply to third party websites, platforms, or services that we do not control, even if we link to them. Those third parties have their own privacy policies and practices.

2. Personal Information We Collect

In the preceding 12 months, we may have collected the following categories of personal information, depending on how you interact with us.

A. Identifiers Examples include name, email address, phone number, billing address, IP address, and other similar identifiers.

B. Customer Records Information Examples include course registration details, profession, employer, licensure information, and other information you provide when creating an account, registering for a course, or making a purchase.

C. Commercial Information Examples include records of products or services purchased, obtained, or considered, registration history, course interests, and related transaction information.

D. Internet or Other Electronic Network Activity Information Examples include browsing activity, pages viewed, referring URLs, session data, and information about how you interact with our website.

E. Professional or Employment Related Information Examples include employer name, job title, professional specialty, licensure information, discipline, and continuing education interests.

F. Education Information Examples include course completion records, certificates, continuing education credits, and similar training information.

We also collect transaction and payment related information necessary to process purchases. Payment card information is processed and stored by our payment vendor, not by us.

3. Sensitive Personal Information

We do not collect sensitive personal information as defined under applicable California law.

4. Sources of Personal Information

We collect personal information from the following categories of sources.

• Directly from you, such as when you register for a course, create an account, complete a form, make a purchase, sign up for emails, or contact us
• Automatically from your browser, device, or activity on our website
• From service providers that help us operate our website, payments, course registration systems, customer support, analytics, and email communications
• From business partners, event hosts, or organizations that coordinate training or education programs with us
• From public or professional sources when necessary to provide continuing education services

5. Why We Collect and Use Personal Information

We collect and use personal information for the following business and commercial purposes.

• To create and manage user accounts
• To process course registrations and purchases
• To verify eligibility where relevant
• To provide confirmations and course related communications
• To maintain learner and training records
• To provide customer support
• To send newsletters, promotional messages, and other marketing communications, subject to your choices
• To operate, maintain, analyze, and improve our website, services, and offerings
• To detect, prevent, and investigate fraud, abuse, security incidents, and other harmful activity
• To comply with legal, tax, accounting, accreditation, and regulatory obligations
• To maintain records, enforce our terms, and protect our business

6. How We Disclose Personal Information

We may disclose personal information to the following categories of recipients.

• Payment vendors
• Analytics providers
• Website hosting or infrastructure providers
• Course registration or account management systems
• CRM and email communication platforms
• Customer service tools
• Accrediting or certification related bodies where necessary to provide requested services
• Professional advisors, auditors, insurers, and legal counsel
• Government authorities, regulators, or law enforcement when required by law or necessary to protect rights, safety, and security
• Parties involved in a merger, acquisition, financing, restructuring, sale of assets, or similar corporate transaction

7. Sale or Sharing of Personal Information

We do not sell personal information.

We do not share personal information for cross context behavioral advertising.

We use Google Analytics only for analytics and website performance measurement.

We do not knowingly sell or share the personal information of consumers under 16 years of age.

8. Cookies and Similar Technologies

We use cookies and similar technologies that are strictly necessary for website operation and analytics cookies used through Google Analytics.

Strictly Necessary These cookies support core website functions such as page navigation, security, session management, and form functionality.

Analytics and Performance We use Google Analytics to help us understand website traffic, page usage, and overall site performance so we can improve the website and user experience. Google Analytics may collect information such as IP address, browser type, device information, pages viewed, time spent on pages, referring pages, and general usage data.

You can control cookies through your browser settings. You can also learn more about how Google Analytics collects and processes data and use available Google tools to manage Analytics preferences.

9. Retention of Personal Information

We retain personal information for as long as reasonably necessary to provide our services, maintain appropriate business records, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements.

In general, account and registration records are retained while an account is active and for a reasonable period afterward. Transaction records are retained for tax, accounting, audit, and dispute resolution purposes. Course completion and certificate records may be retained for an extended period to support learner verification, continuing education recordkeeping, and customer service, including through archived historical records. Marketing subscription records are retained until you unsubscribe or the information is no longer needed. Website analytics data is retained in accordance with our analytics settings and operational needs.

10. Your Privacy Rights

Depending on where you live, you may have privacy rights under applicable law. California residents have the rights described below, subject to certain exceptions.

If you are a California resident, you may have the right to:

• Know the categories of personal information we collected about you
• Know the categories of sources from which your personal information was collected
• Know the business or commercial purposes for collecting personal information
• Know the categories of third parties to whom we disclose personal information
• Access specific pieces of personal information we hold about you
• Request deletion of personal information we collected from you
• Request correction of inaccurate personal information we maintain about you
• Not receive discriminatory treatment for exercising your privacy rights

11. How to Exercise Your Rights

You may submit a privacy request using any of the methods below.

• Email Herman and Wallace Customer Service at This email address is being protected from spambots. You need JavaScript enabled to view it.
• Call Herman and Wallace Customer Service at (646) 355-8777

Authorized agents may submit requests on behalf of California residents where permitted by law. We may require proof that the agent has written permission to act for you, and we may also ask you to verify your identity directly with us.

12. How We Verify Requests

To protect your information, we will verify your identity before processing certain requests. The verification steps we use depend on the nature of the request, the sensitivity of the information, and our relationship with you.

We may ask you to provide information that matches information we already maintain, such as your name, email address, recent transaction details, or account information. For requests involving specific pieces of personal information, we may require enhanced verification.

We will not use personal information provided in a privacy request for any purpose other than verification, request processing, recordkeeping, or legal compliance.

13. Response Timing

We will confirm receipt of your request as required by law and respond within the time required by applicable law. If we need more time, we will explain the reason and extension period if permitted.

14. Marketing Communications

You may opt out of promotional emails at any time by clicking the unsubscribe link in the message or by contacting us using the details in this Policy. Opting out of promotional emails will not stop non promotional messages about transactions, registrations, account activity, service updates, or other operational matters.

15. Children's Privacy

Our websites and services are intended for adults and professionals.

We do not knowingly collect personal information from children under 13.

16. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, and disclosure. No system is completely secure, and we cannot guarantee absolute security.

17. International Users

If you access our website from outside the United States, you understand that your information may be transferred to and processed in the United States or other countries where our service providers operate, subject to applicable law.

18. Third Party Services and Links

Our website may contain links to third party sites, tools, or services. This Policy does not apply to third party practices. We encourage you to review the privacy policies of those third parties before providing information to them.

19. Changes to This Policy

We may update this Policy from time to time. When we do, we will revise the Last Updated date above. If required by law, we will provide additional notice.

20. Contact Us

If you have questions or concerns about this Policy or our privacy practices, contact:

Herman and Wallace Customer Service
Summit Professional Education LLC
501 Union St Ste 545 PMB 626120
Nashville, TN 37219-1876
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Phone: (646) 355-8777