Become a myprosperity Certified Consultant
Be recognised for your specialty by joining the myprosperity ‘Get Sorted’ tribe, and support advisers as they work with clients to sort out their personal wealth strategy.
Become a myprosperity Certified Consultant
“myprosperity is the missing link in the chain to help individuals and their advisers get a holistic view of their personal wealth position. It provides the framework for supporting financial goals and mitigating risk around document storage and file management, bringing #personal to the cloud.”
Leanne Berry MYOB Certified Consultant of the Year 2018
“myprosperity is the missing link in the chain to help individuals and their advisers get a holistic view of their personal wealth position. It provides the framework for supporting financial goals and mitigating risk around document storage and file management, bringing #personal to the cloud.”
Leanne Berry Founder, MYOB Certified Consultant of the Year 2018
Why become a Certified Consultant?
Grow Your Practice
Unlock growth in your own business with an introduction to new income streams from data management and advisory work.
Exclusive Content
Get access to bespoke Certified Consultant content including certification pathway for product and educational content on practice growth.
Connect with Advisers
Be recognised on our Certified Consultant directory and showcase your unique service offerings with the myprosperity technology.
Get Sorted
Get your own practice Pro account to get yourself financially “sorted”.
Become a Data Specialist or Certified Consultant
There are two levels to the myprosperity Certified Consultant program, designed to ensure we can equip our consultants with the necessary skills and experience to meet the needs of myprosperity clients.
Level 1
Data Specialist
The Data Specialist program is designed to train and equip you to assist advisers in activating their firm on the myprosperity platform.
You can stop here or continue to…
Level 2
Client Specialist
The Certified Consultant program delivers the technical and advisory skills required to assist firms in activating their client base on the myprosperity platform.
Ready to take the jump?
Step 1
Choose your program level
Select whether you want to be a Data Specialist or a full Certified Consultant.
Step 2
Complete the Certification
Complete the online training to get your Certified myprosperity badge.
Step 3
Join the Community
Connect and collaborate with others in the program as part of your new program journey.