Welcome to Lucidata’s Advisor Certification course. The course is currently comprised of 9 lessons spread across two distinct assessments:
- The ALIVE Big 5 personality assessment (4 lessons)
- The Goals, Aspirations, and Motivational Energy (GAME) Assessment (5 lessons)
Each lesson is composed of a short, animated video followed by an equally brief quiz. A passing grade of 85% for each quiz is required for certification.
PLEASE NOTE: IF YOU HAVE NOT TAKEN BOTH THE ASSESSMENTS, WE STRONGLY URGE YOU TO DO SO. IT WILL BE VIRTUALLY IMPOSSIBLE TO ACHIEVE A PASSING SCORE WITHOUT DOING SO. YOU CAN ACCESS ALL ASSESSMENTS FROM YOUR USER DASHBOARD.
Once you’ve completed the certification, you’ll receive an email with an attached Advisor Agreement. Sign that and email it back to contracts@lucidata.io. Once the agreement is received, you’ll be granted access to the Certified Advisor Hub where you can begin setting up clients, inviting users, and more.
Good luck! We look forward to adding you to the Lucidata team.
