SSCA Certification
The SSCA credential validates your expertise in the SCALE methodology and gives you the tools, network, and platform to build a family facilitation practice that matters.
Apply NowThree Tiers of Certification
Choose the path that matches your experience and ambition
Foundation
Entry-level certification for advisors beginning their family facilitation practice.
- SCALE methodology fundamentals
- Core facilitation toolkit access
- Basic session templates
- Online learning modules
- Community forum access
- Foundation badge for marketing
Professional
Full certification for advisors delivering the SCALE experience to high-net-worth families.
- Everything in Foundation
- Advanced facilitation training
- Full deliverable templates suite
- AI-powered platform access
- Marketplace listing
- Mentorship from certified advisors
- Professional badge & credentials
- Client referral eligibility
Master
Elite certification for experienced advisors training others and leading regional practices.
- Everything in Professional
- Train-the-trainer certification
- Regional practice development
- White-label program rights
- Direct mentorship access
- Annual retreat invitation
- Master Steward designation
- Revenue sharing program
The Certification Journey
A structured path from application to activation
Apply
Submit your application with your background, practice focus, and motivation.
Interview
A values-alignment conversation to ensure mutual fit and shared vision.
Train
Complete the structured training program with live facilitation practice.
Certify
Demonstrate competency through supervised client engagements.
Launch
Activate your platform access, marketplace listing, and begin serving families.
Why Advisors Choose SSCA
Differentiate your practice with a structured methodology no competitor offers
Join a curated network of like-minded professionals committed to quality
Access a full technology platform purpose-built for family facilitation
Earn more by delivering deeper value beyond traditional asset management
Start your certification journey today
Limited cohort sizes ensure quality training and personalized mentorship.
Apply for Certification