Financial Advisor Certification Program

Each of the certification program’s three parts are approximately 20 minutes in length. The certification program will cover the basics of the topic, but supplemental resources are available on The Exchange. Once you have successfully completed the certification program’s three parts, you will be a certified financial advisor for Phi Kappa Tau.

Financial Advisor Certification
Topics Covered: Omega Financial, Financial Policies and Major Responsibilities
Supplemental Resources for the Financial Advisor

General Risk Management Certification
Topics Covered: Liability Insurance Coverage, FIPG Risk Management Policy and Risk Management Programming
Supplemental Resources for General Risk Management

Working with Today’s Phi Tau Certification
Topics Covered: The Purpose of Phi Kappa Tau, The Phi Kappa Tau Dictionary, Working with Millennials and Tackling Tough Issues
Supplemental Resources for Working with Today’s Phi Tau

At the completion of each part of the certification program, you will need to take a certification survey. Once all three parts of the certification program have been successfully completed and the Executive Offices receive the corresponding surveys, you will have the baseline of knowledge to advise your chapter in the area of finance.