Level 5 Certified Advisor Program
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Level 2: A & B

Level 2 is about hindsight (understanding what has already happened) AND insight (understanding the implications of those outcomes going forward). It is broken up into two phases: 2a and 2b.

Level 2a is all about financial fluency: helping clients better understand their businesses from a financial perspective.
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Level 2b takes that fluency skill and allows accountants the opportunity to do some “what if” calculations on the most critical ratios in a client's business. 

With the right mindset, tool set, and skill set, gained from online training in our complete Mentor Plus Level 5 methodology, you can help your clients create the business of their dreams. 


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