Become a Financial ID Certified Consultant
Help our users design and implement their marketing strategy.
Benefits of becoming a Certified Consultant
Why become a Certified Consultant?
What is the certification process?
Most frequent questions and answers
We will be referring our users to our consultants when they want help outside our scope of services, so we want to be sure our consultants are committed and invested. Between referrals and a higher commission structure, we expect most consultants will have no trouble earning back their investment.
The upcoming orientation webinar is scheduled for Wednesday, May 30, 2018 from 9:30am to 10:45am Central Time. In addition to the webinar, we have prepared videos demonstrating key concepts and techniques we want consultants to be familiar with.
During this informal conversation we want to learn about you, your business, your strengths, and your ideal client. We also want to be sure your are comfortable with the platform and the material that was covered during the training. This call is an opportunity to get instruction on any features or techniques you are unfamiliar with. We will work with you as much as needed until you are comfortable and confident in your role as a certified consultant.
The focus is on how to provide as much value as possible to our users in a consultant role. It is not an advanced email marketing and marketing automation course.