SSCA Certification Application

Apply for Certification

Join a curated network of professionals transforming how families engage with wealth. We review every application to ensure quality and cultural alignment.

Your Application

Applications are reviewed within 5 business days. We will contact you to schedule an alignment interview.

Requirements

  • Active financial advisory or wealth management practice
  • Minimum 3 years of client-facing experience
  • Commitment to the SCALE Steward values and methodology
  • Willingness to complete the full certification training
  • Professional references (2 minimum)

What You Get

  • Full SCALE methodology training and certification
  • AI-powered advisor platform access
  • Proprietary facilitation toolkit and templates
  • Program marketplace listing for lead generation
  • Ongoing mentorship and peer learning community
  • Marketing assets and co-branding rights
  • Client referral network eligibility
  • Continuing education credits

Have questions?

Not sure if SSCA is right for you? We are happy to discuss.

Contact us first