Not accredited yet? This is the step-by-step playbook to getting there — all three paths compared by difficulty, timeline, and cost, with the exact action steps and shortcuts to move fast. Plus a free toolkit of calculators and trackers.
Instant download · Lifetime access · Free toolkit included
Why this exists
Becoming accredited isn't a mystery — it's a plan
Most people assume accredited status is only for the already-wealthy. It isn't. There are three defined paths — and one is based on knowledge, not money. The hard part is knowing which fits you and exactly what to do. That's what this guide is for: pick your path, follow the steps, and cross the line.
The framework
Three paths — you only need one
The guide breaks each one down with difficulty, timeline, cost, and step-by-step actions.
Path A
Series 65 License
Pass one exam — no income or net-worth test. Often the fastest route.
No wealth required
Path B
Income Test
Over $200K solo / $300K joint for two years. A track record you can build.
Path C
Net-Worth Test
Over $1M excluding your home — and yes, your retirement accounts count.
What's inside the guide
A 13-page playbook, not a brochure
Written to get you from "I don't qualify" to a dated, doable plan.
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Compare all three paths
A side-by-side breakdown by difficulty, time, and cost so you can pick the right path for your situation in minutes.
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Step-by-step action plans
Numbered steps with realistic timelines for each path — including a full Series 65 study plan from enrollment to exam day.
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Fast-track shortcuts
The legitimate accelerators most people miss — the exam route, counting retirement accounts, spousal combining, and the entity angle.
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A net-worth worksheet
Calculate your countable net worth (excluding your home) and see exactly how far you are from the $1M line.
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The right resources
Where to enroll, which prep courses people use, and the official SEC/FINRA/NASAA sources — so you're never guessing.
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A readiness checklist
Know exactly what documents to keep so that the day you qualify, getting verified is quick and painless.
Included free
The Accredited Investor Toolkit
Four ready-to-use spreadsheets so the plan doesn't stay on paper — a $0 add-on, included with every copy.
▦Net Worth CalculatorAuto-excludes your home, shows your live gap to $1M, tracks month to month.
▦Budget & Savings TrackerYour savings rate and a "time to $1M" projection at your current pace.
▦Accreditation Progress TrackerPick a path, set a deadline, and check off every step as you go.
▦Series 65 Study PlannerAn 8-week study plan, topic checklist, and practice-score tracker.
Who it's for
Built for people on the way up
If you just found out you're not accredited yet but you want access to private real estate, startups, and funds — this is your shortcut past months of confused Googling. It's practical, current as of 2026, and written in plain English. It is educational, not legal or financial advice.
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Questions
Before you buy
No — and anyone who promises that isn't being straight with you. Qualifying depends on your own income, net worth, or passing the Series 65, and on your specific circumstances. What this guide does is show you the real paths, the exact steps, and the fastest route for your situation so you can make a clear plan. It's educational, not legal or financial advice.
Immediately after checkout you're taken to a download page for the 13-page PDF guide plus all four toolkit spreadsheets. You keep them for life — no subscription.
Exactly for you. It's written for people working toward accredited status, so you can pick a path and start moving today rather than waiting and wondering.
When you meet one of the three tests, most private deals require you to verify your status. AccreditedNow handles that — a licensed CPA issues your verification letter, usually within a few business days. The guide walks you right up to that step.