Prove You Are a True Advisor®.
Not Just a Good One.
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New: True Advisor® — The Definitive CAS Success Guide
Anyone can claim to be an advisor. The True Advisor® Assessment is the only independent, structured measure of whether a CPA professional genuinely operates at the advisory standard — and the only credential that says so out loud.
Independently validates your advisory capability against a structured framework
Earns you the True Advisor® Badge: valid for two years
Positions you ahead of every competitor who has never been assessed
Renewal keeps your credential current as the advisory field evolves
Designed for CPA professionals, firm partners, and advisory practice leaders
Subscribe to the Assessment Now
Subscribe to the Assessment Now
To earn your True Advisor® Badge, click here to subscribe to the True Advisor® Assessment.
After you subscribe, a link will be emailed to you to take the online assessment, completing which will take you to the next step (which will be emailed to you).
Once you meet all the requirements, you will be awarded the True Advisor® badge, which will be valid for two years.
Click on "Subscribe" now to buy the assessment.
After two years, to renew the validity of your True Advisor® Badge, you will re-take the assessment as the accounting advisory field is evolving fast and the assessment will be revised to keep pace with the evolution of the accounting advisory profession.
If you decide not to renew your badge, simply cancel the subscription before the due date, which is before the end of 2 years from the date of first purchase.
YOUR INVESTMENT
True Advisor® Assessment + Badge
A single subscription gives you access to the assessment, your badge upon qualification, and renewal in two years.
WHAT'S INCLUDED
Online True Advisor® Assessment
True Advisor® Badge on qualification
Badge validity for two full years
Access link delivered to your inbox immediately
Step-by-step guidance emailed after each stage
Renewal assessment at the two-year mark
WHAT IS THIS?
A Credential Built on Evidence. Not Opinion.
The accounting profession has no shortage of people with the word "advisor" in their title. The True Advisor® Assessment exists because calling yourself an advisor and being one are two entirely different things, and your clients, prospects, and peers increasingly know the difference.
The Assessment measures your advisory practice against the structured True Advisor® framework, developed over 20 years of working directly with CPA firms, advisory practices, and the vendors who serve them. It is not a quiz. It is not a self-declaration. It is a intentional evaluation that produces a credential you can stand behind.
When you earn the True Advisor® Badge, it means something specific. And that specificity is the point.
What separates a True Advisor® from everyone else calling themselves one
WITHOUT THE ASSESSMENT
Self-described as an advisor, unverified
No external standard to point to
Indistinguishable from the competition
Credential expires with whatever trend drove it
WITH THE TRUE ADVISOR® BADGE
Independently assessed against a defined framework
A credential backed by 20 years of CAS expertise
Visible differentiation on LinkedIn, proposals, and profiles
Renewed every two years, so it stays current, not just earned
THE PROCESS
Four Steps from Subscription to Badge
1
1
Subscribe
Subscribe
Click the Subscribe button and complete your purchase. Your access link is emailed to you immediately after checkout.
2
2
Take the Assessment
Take the Assessment
Complete the online True Advisor® Assessment at your own pace. It is structured, specific, and built on the True Advisor® framework.
3
3
Meet the Requirements
Meet the Requirements
Once you complete the assessment, the next steps are emailed to you. Each requirement is clear, achievable, and meaningful.
4
4
Earn Your Badge
Earn Your Badge
Meet all requirements to secure your True Advisor® Badge, valid for two years and ready to use across all your professional platforms.
WHAT THE BADGE GIVES YOU
The Credential Does the Work You Cannot Do Yourself
Proof, Not Just a Promise
Proof, Not Just a Promise
The badge signals to every client, prospect, and peer that your advisory capability has been independently evaluated — not self-declared.
Instant Differentiation
Instant Differentiation
In a market full of accountants claiming to be advisors, the True Advisor® Badge is the only credential that makes the distinction visible and verifiable.
Use It Everywhere
Use It Everywhere
Display it on LinkedIn, in proposals, on your website, in email signatures, and in presentations. It works wherever first impressions are made.
Supports Premium Pricing
Supports Premium Pricing
Clients don't push back on fees when they can see credentials. The badge creates context that makes your pricing defensible before the conversation starts.
Stays Current
Stays Current
Advisory services are evolving fast. The two-year renewal ensures your credential reflects where the profession is today — not where it was when you first earned it.
Recognised Internationally
Recognised Internationally
Developed by an author and advisor read in 20 countries across 5 continents — the True Advisor® standard is built for a global profession.
THE TRUE ADVISOR® BADGE
A Badge Worth Displaying.
Because It Means Something.
The True Advisor® Badge is not a participation ribbon. It is not issued for attending a webinar or completing a short course. It is awarded after a structured assessment against a framework developed over two decades of direct work with CPA practices.
That is what makes it worth putting on your LinkedIn profile. That is what makes it worth putting on your proposals. And that is why clients notice it.
Designed to be displayed prominently on LinkedIn and professional profiles
Adds immediate credibility context to proposals and client-facing documents
Valid for two years — renewing demonstrates continued commitment to advisory standards
THE TWO-YEAR RENEWAL
Why Renewal Matters More Than the First Earn
The accounting advisory landscape is evolving at a pace the profession has rarely seen. A credential earned in year one and unchanged in year three is a credential that tells your clients you stopped paying attention. The True Advisor® renewal keeps that from happening.
At the two-year mark
You re-take a revised assessment that reflects how the advisory field has evolved. Your badge is renewed for another two years, and your commitment to staying current is on the record.
If you choose not to renew
Simply cancel your subscription before the end of your two-year period. No lock-in. No penalty. You retain everything you learned. The badge simply expires at the two-year mark.
COMMON QUESTIONS
Everything You Need to Know Before You Subscribe
What happens immediately after I subscribe?
A link to the online True Advisor® Assessment is emailed to you. You can begin at any time — there is no deadline for starting after subscription.
How long does the assessment take to complete?
The assessment is designed to be completed at your own pace. There is no time pressure. After you complete it, the next steps — including what is required to qualify for the badge — are emailed to you directly.
What if I don't qualify on my first attempt?
The assessment process is structured to be achievable for any CPA professional genuinely operating in or building toward an advisory practice. The steps following the assessment are designed to guide you to qualification, not to exclude you.
Is this only for individual practitioners, or can firms subscribe?
The assessment is designed for individual CPA professionals. For firm-wide assessment arrangements or volume subscriptions, contact Hitendra directly to discuss the most appropriate approach.
How do I cancel before my renewal is due?
Cancel your subscription at any time before the end of your two-year period to avoid renewal. Your badge remains valid until the two-year date. There is no cancellation penalty.
Will the renewal assessment be the same as the original?
No. The True Advisor® Assessment is updated as the accounting advisory profession evolves. The renewal assessment reflects current standards — which is precisely what keeps the badge meaningful over time.
The Advisory Profession Is Crowded.
The Credentialed Corner Is Not.
The True Advisor® Assessment is the one step that separates serious advisory professionals from everyone who only says they are.
Badge valid for 2 years · Renewal keeps credentials current · Cancel anytime before renewal
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