Certification Program
Trusted Firms Global — Trusted Adviser
Individual certification for professional advisers. Based on your personal client feedback, portable across firms, with your name on the credential.
Individual certification, not firm-wide
Your clients, your credential
Based on feedback from the clients you personally serve — not the firm average. Your credential reflects your client relationships.
Your name on the badge
The Trusted Adviser credential includes your name. Clients know exactly who is certified.
Portable across firms
Your credential remains valid for its full 12-month period even if you change firms. Renewal requires measurement through a participating firm.
How it works
1. Your firm measures
Your firm must be using Client Culture for independent client feedback measurement. Trusted Adviser certification is available to advisers at Trusted Firms Global certified firms.
2. Your clients are measured
Client Culture measures feedback from your personal client list — drawn from the firm's records, not a curated subset. At Verified firms, coverage is reconciled from billing records; at Standard, we measure what the firm provides, independently.
3. Results assessed
Your personal client satisfaction results are assessed against the certification standard. You must achieve the same threshold as firm certification (NPS ≥ 70, privately verified; minimum response thresholds). No public score is shown at Standard.
4. Credential issued
If you meet the standard, you receive a Trusted Adviser credential with your name on the badge. Use it on your email signature, LinkedIn profile, and personal website.
Certification requirements
The Trusted Adviser standard mirrors firm-level certification but applies to your individual client relationships.
Performance standard
- ✓ NPS ≥ 70 (based on your personal client list)
- ✓ Sufficient responses for statistical reliability
- ✓ Independent measurement via Client Culture
Process verification
- ✓ Every invoiced client given the opportunity to provide feedback (drawn from firm records)
- ✓ At Verified firms: client list reconciled from billing records, including invoice amounts
- ✓ Annual renewal required
Firm requirement: Your firm must be using Client Culture for independent client measurement. Trusted Adviser certification is available to advisers within firms that participate in the Client Culture measurement program or hold Trusted Firms Global certification.
What certified advisers receive
Year-stamped digital credential with unique credential ID
Digitally verifiable. Renewed annually to confirm currency. Format: TFA-2026-####
Personal verification page on trustedfirms.global
Anyone can verify your credential independently. Shows your name, associated firm, and certification status.
Certification badge with your name
Shield-format badge displaying your name and "Trusted Adviser" designation. SVG and PNG formats for digital and print use.
Embed code for your website
Ready-to-use HTML embed code for your personal website or firm bio page.
LinkedIn certification instructions
Step-by-step guide for adding your Trusted Adviser credential to your LinkedIn profile.
Annual credential summary
Your personal client satisfaction results, independently measured (for your use; public score display at Verified and Gold only).
Why individual certification matters
Professional services are personal. Your clients don't just trust the firm — they trust you. But most professional awards and firm-level certifications don't recognise individual adviser performance.
The Trusted Adviser credential solves this. It certifies your personal client relationships — independently measured and renewed annually. Your credential is yours for its full 12-month period, not the firm's.
It's recognition based on what your clients actually experience — not self-nomination, peer voting, or firm reputation.
Ready to get certified?
Trusted Adviser certification is available to advisers at firms using Client Culture for independent client measurement. If your firm participates, contact us to begin.
Apply for certification