Certified Financial Advisor

Ownerinsight

Empowering you with the expertise and insights to meet individuals and families where they are, guide them toward building a robust financial foundation, and help them achieve sustainable financial well-being.

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KEY CAPABILITIES OF
Ownerinsight:

  • Educate clients on effective financial strategies.
  • Assist clients in managing and reducing debt.
  • Support clients in changing inefficient money habits.
  • Develop personalized strategies to help clients reach their unique financial goals.
  • Guide clients through financial challenges and opportunities.
  • Address cultural and psychological factors related to financial decision-making.

Why Professionals Choose Ownerinsight Certification

  • 76%

    Boosts credibility with clients

  • 60%

    Represents a gold standard in the industry

  • 56%

    Expands access to a network of professionals and continuous learning

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Steps to Achieving Your Ownerinsight Certification

  • Education:

    Select the education track that suits your needs.

  • Exam:

    Successfully pass the Ownerinsight certification exam.

  • Experience:

    Complete 1,000 hours of relevant experience and submit verification.

  • Ethics:

    Sign and comply with the Ownerinsight Code of Ethics.

Ownerinsight Education Options

  • Self-Paced Study

    Complete within 3 years from registration

    Cost: $1,575 - $2,325
    Register

  • Financial Education Challenge

    Complete within 4 years from registration

    Cost: $875 - $1,975
    Register

  • University Program

    Complete within 5 years from registration

    Cost: $825
    Register

Questions?

Submit your contact information, and we'll reach out to assist you!

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