Step 1: Syft Certified Advisor
This certification combines a live onboarding series with two online courses. By the end, you should feel confident building insightful client reports and identifying opportunities for you to monetize Syft’s features.
To sign up to become a Syft Certified Advisor, contact your account manager about the Live Training process.
Step 1: Syft Certified Advisor (business)
This certification combines a live onboarding series with two online courses created specially for business owners. By the end, you should feel confident building insightful reports and identifying opportunities to grow your business.
To sign up to become a Syft Certified Advisor, contact your account manager about the Business Onboarding process.
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 for business owners 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 business or the franchises to using visualizations to understand your financial - and even operational - data quickly. Package this, and you will be ready to make better business decisions and report on them.
To become a Syft Chartered Advisor (SCA), you can complete 1 of 3 SCA options. You do not need to complete all 3. Just choose the one that makes most sense to you, be that Accountant, Business, or Digital focused.
Step 3: Syft Chartered Advisor (SCA) - Accountants
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, such as forecasting and data clean-up tools, along with more business and practice management courses, to take your accounting practice to the next level.
Step 3: Syft Chartered Advisor (SCA) - Digital
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 along with more digitally focused courses, to make valuable decisions in your business or take your accounting practice to the next level.
Step 3: Syft Chartered Advisor (SCA) - Business
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 along with more business management courses, to make valuable decisions in your business and prepare for future growth or business exit.