Application for Membership
Is Certainty Membership for me?
Certainty Membership is not for everyone. It is for accountants, financial advisers and financial planners delivering principal advice.
It is for trainee advisers, associate advisers, client support roles or anyone involved in serving advisory clients.
It is for firms committed to pricing advice based on the value clients experience.
It is for those seeking proven methodologies to engage, grow, price and manage advisory relationships, while reducing dependencies on founders.
In large multi-advisory firms, attendees will require senior sponsorship to support attainment of objectives.
HOW ARE Certainty Advice SKILLS BUILT?
Certainty Membership provides access to all the training tools, pricing precedents, advisory team tools, templates and scripts, but it is not a skilling program.
Skilling, competency and proficieny in Certainty Advice is self-developed by repeated use, implementation and customisation of materials for each Certainty Member’s specific circumstances.
The Certainty Advice Value Academy is our Skilling Program.
ARE THERE QUALIFICATIONS NEEDED TO become a Certainty Member?
Applicants qualify for Certainty Membership if their role involves skills engaging, managing, pricing, advising or supporting comprehensive advice clients.
Senior advisers, advisers, associate advisers, client support, paraplanners, client management and similar roles with day-to-day client contact are suitable.
Can I join up, then cease, then join up again later?
Certainty Membership is not designed for start/stop/re-start engagement model.
However, there are exceptions where membership needs to be halted.
Can I share my unique login with other members of my advisory team?
We would prefer you didn’t.
We are starting to limit the number of simultaneous logins for the same login but we understand the need to use the same login across office, home office and portable devices.
We monitor the number of URL addresses used by each unique login and may be in contact if our records suggest your login may have found its way into many different devices at many different URL addresses.
What returns can Certainty Members expect to achieve?
Each Certainty Member will be working towards their own unique plan overseeing their progress as members.
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Please complete the following to apply for Certainty Membership
Our Objective: Valuable advice for 80% of Australians…
Our Academies are intensive, workshop-style events, rather than lecture-style. This maximises participation and return on time in attendance. Since our first adviser workshop in 1989 our objective has remained the same – to make valuable advice more accessible for more Australians – our target is 80%. This will only be achieved by a new era of advisory firms focused on delivering value. Certainty Advice is a proven advice platform to deliver valuable non-conflicted advice.
Meet The Convenor
Founder - Certainty Advice Group
Get In Touch
We welcome your questions regarding our Certainty Membership