Accountaneur® Consulting - True Advisor® Badge

Welcome to Your TRUE ADVISOR® Certification

This assessment is designed to help accountants evaluate their readiness to deliver modern, high-impact Client Advisory Services (CAS) and determine whether they meet the criteria to be recognized as a TRUE ADVISOR®.

The assessment is structured around the four pillars of the TRUE ADVISOR® Framework and draws from the key competencies outlined throughout the book “TRUE ADVISOR® : The Step-by-Step System to Lead with Insight, Price with Confidence, and Build a Profitable Advisory Firm Clients Rely On.” Buy the book here https://cpatrendlines.com/shop/hp3cas

TRUE ADVISOR® assessment process follows a multi-step path to help you earn your online, verifiable TRUE ADVISOR® Badge. It takes into account aspects beyond mindset and self-awareness, and considers the layers of practice, evidence, and client impact required to validate your ability to create and deliver effective, transformational advice.

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Step 1: True Advisor® Readiness Assessment

Goal: Assess your alignment and awareness across the True Advisor® Framework requirements.

Complete the 36-question True Advisor® Self-Assessment. You will receive your assessment score immediately.
If you achieved the qualifying score, you advance to Phase 2.

TRUE ADVISOR® QUALIFYING SCORES

Try Again.

Foundational True Advisor®

Distinguished True Advisor®

Master True Advisor®

Outcomes:

Earned TRUE Advisor® Badge: Full recognition and digital credential
Try Again: Feedback and advisory growth plan (resubmission in 30-60 days)

Digital Badge and Recognition

TRUE Advisors® will receive:

Verified credential badge
Certificate of completion
Listing in the TRUE Advisor® Directory (optional)
One advanced session with Hitendra at 50% discount.
Amplification of your TRUE Advisor® status through various promotional means (at no additional cost to you).

This journey isn’t just about gaining knowledge. It’s about demonstrating that you can deliver strategic clarity when it matters most.

Let the transformation begin.

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