Course curriculum

    1. Welcome to the Knowify advisor certification program

    2. Who is Knowify for?

    3. Program benefits & responsibilities

    4. Review: Advisor program benefits and responsibilities

    1. Adding clients from your advisor account

    2. Setting up your account & adding users

    3. Review: Setting up your account and adding users

    1. Project Setup and Knowify Concepts

    2. Review: Project Setup and Knowify Concepts

    1. Tracking costs in Knowify

    2. Review: Tracking costs in Knowify

    1. Project management in Knowify

    2. Review: Project Management in Knowify

    1. Other Knowify concepts

    2. Review: Other Knowify Concepts

About this course

  • Free
  • 19 lessons
  • 2.5 hours of video content

Grow your practice and help clients build a healthy, more consistent business.

Enroll to become certified today.

Enroll today