Four ready-to-use spreadsheets that turn "I want to qualify" into a plan you can actually follow — track your net worth, your savings pace, your progress, and your Series 65 study, all in one place.
Built in plain-English spreadsheets — open them in Excel, Google Sheets, or Numbers and start today.
Auto-excludes your home, shows your live gap to the $1M line, and tracks it month to month.
Your savings rate and a "time to $1M" projection at your current pace, so you know if you're on track.
Pick a qualification path, set a deadline, and check off every step as you go.
An 8-week study plan, a topic checklist, and a practice-score tracker — the license route to accreditation.
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 for 2026, and written in plain English. Educational only — not legal or financial advice.
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Already getting verified? If a CPA can't confirm you qualify yet, this toolkit comes free with your verification, along with a full credit toward re-verification once you do.