CMG 360™ › Certification
For advisors who want to deliver CMG 360™
Learn it. Prove it. Deliver it under your own name.
CMG 360™ Certified Advisors deliver the Lite, the Assessment and the Monthly to their own clients, under their own firm’s name. The platform does the analysis. You bring the judgment.
Your concerns, answered.
Do I need a particular credential?→
No. Ten or more years of relevant experience and solid financial literacy. The certification is the credential.
How long does it take?→
One to two weeks in all: a self-paced course of 20 to 25 hours, then a written exam and a practical exam.
Will my clients stay mine?→
Yes. You deliver under your own firm’s name. CMG is the engine behind the work, not a competitor for the client.
Who certifies
Certified Advisors run the same platform CMG FS uses in its own client work: the optional Lite, the Assessment and the Monthly, with the CMG 360™ Strategic Advisor Playbook for every report. The optional Lite flags it, the Assessment names it, and the Monthly fixes it.
Random Excellence™ is being world-class at one thing while failing at everything else. We build the plan, the numbers and the discipline so the business performs across all seven domains, by design.
Three steps.
See the platform and a full sample of each report.
Self-paced online, then a written exam and a practical exam.
With your own clients, under your own name.
Want the full story?
The book walks through it page by page. It opens on its own site, in a new tab.
Already certified? Subscribe to the platform.