Step 1: Syft Certified Advisor

This live onboarding series is tailored to get you building insightful client reports and identifying opportunities for you to monetize Syft’s features. At the end of the course you’ll be an expert in preparing customized reports, building out budgets and cash flow forecasts. To sign up to become a Syft Certified Advisor, contact your account manager.

Step 2: Syft Certified Pro Advisor
(For Accountants)

Gain an in-depth understanding of how to use Syft’s advanced reporting, practice management and visualization features to make data-driven decisions. By becoming a Syft Certified Pro Advisor you are equipping yourself with the skills to provide in-depth analysis, valuable insights, and efficient, scalable financial reporting processes.

Step 2: Syft Certified Pro Advisor

(For Businesses)

The Syft Certified Pro Advisor course equips you with everything you need to know to get the most value out of Syft. This course covers all aspects of Syft’s offering, from managing your practice or the entities within your business to using visualizations to easily understand your financial - and even operational - data. Package this and you will be ready to make better business decisions and then report on them too.

Step 3: Syft Chartered Advisor (SCA)

Take your commitment to continuous learning to the next level with our Syft Chartered Advisor (SCA) certification. Uncover how to use the more complex aspects of Syft like forecasting and data clean-up tools, along with more business and practice management courses, to make valuable decisions in your business or take your accounting practice to the next level.

Coming Soon!