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.

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.

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 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 customers.

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

Certified Specialist

The Certified Consultant program delivers the technical and advisory skills required to assist firms in activating their client base on the myprosperity platform.

Criteria to join the program

The Certified Consultant status recognises high levels of technical knowledge and industry experience. Becoming a Data Specialist is completely free! To get the full Certified Consultant certification costs $49 a month and you must complete both levels (Data Specialist and Client Specialist). You’ll also need to be associated with at least one of the following bodies:

– Tax Practitioners Board (BAS Agent Registration)
– Accounting Association (CAANZ, CPA, IPA)
– Bookkeepers Association (AAT, ABN, ICB)

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 my prosperity badge.

Step 3

Join the Community

Connect and collaborate with others in the program as part of your new program journey!

Get started!

For more information about pricing, click here.

Get started!

For more information about pricing, click here.