Why is this certificate important? One word, proficiency.

When you take a college course or even obtain a degree at a university, say a degree in finance, you are educated on the topic, but what I always looked for when hiring an advisor was not how educated they were. I looked for how proficient they were.

I knew if they were proficient, they would execute REAL value for clients, and they would generate REAL profits for my financial practice.

When you are proficient, this means you are competent or skilled in doing something or using something. In this case proficient in critical financial thinking and using finance calculations to aid in that critical thinking. These make you capable of tying together overarching strategies that are far better than using an assortment of tactics that you one off learn on the internet, a tip from a friend or heard from a meeting with an advisor.

Patch working these tactics in your personal finances likely end up working against each other.

This certificate isn’t just a certificate of completion, you have to earn it. There are 100 questions and you need to pass with a minimum of 80% to prove you know the material.

If you had this certificate and were looking for a job when I was in practice, I’d hire you in a heartbeat!