GECA Program

Become a Grantd Equity Certified Advisor

The Grantd Equity Certified Advisor (GECA) program is the flagship certification offered through Grantd Academy. The program is designed to provide financial advisors with a comprehensive understanding of equity compensation planning, including award types, taxation, planning strategies, and practical application within the Grantd platform.

Progress through a structured curriculum featuring:

  • Self-paced, interactive e-learning modules
  • Foundational equity compensation education
  • Real-world client scenarios and case studies
  • Hands-on practice within Grantd
  • Knowledge checks and assessments

Upon successfully passing the final exam, advisors earn the Grantd Equity Certified Advisor (GECA) credential, demonstrating their commitment to developing specialized knowledge in equity compensation planning.

Learning Path

Grantd Equity Certified Advisor Program

01

Set Yourself Apart

A credential built for the modern advisory practice — where equity compensation is increasingly central to client wealth.

Enhanced Credibility

Distinguish yourself as a specialist in equity compensation planning, boosting trust and authority with high net-worth clients.

Expanded Service Offerings

Confidently advise clients on complex equity strategies, opening doors to new client segments and revenue streams.

Opperational Efficiency

Leverage the Grantd platform to streamline analysis, modeling, and reporting, freeing up time for client engagement.

Professional Network

Join an exclusive community of Grantd Equity Certified Advisors.

02

The GECA Program Learning Path

Each course in the learning path builds on the previous one to reinforce key concepts.

Introduction

Grantd Equity Certified Advisor (GECA) Program Overview

Understand the certification journey and prepare for success from day one.

Est. 30 minutes

Core Curriculum

Equity Compensation Fundamentals

Master the core concepts, award types, and tax considerations that drive equity compensation planning.

Est. 1-2 hours

Advanced Equity Compensation Topics

Navigate complex planning opportunities involving taxes, timing, liquidity, and risk management.

Est. 2-3 hours

From Client Assessment to Actionable Strategy

Learn a repeatable process for evaluating client situations and developing actionable recommendations.

Est. 1-2 hours

The Grantd Platform Overview

Master the tools and workflows that power efficient equity compensation planning in Grantd.

Est. 1-2 hours

Applied Case Studies in Grantd

Apply your knowledge through realistic client scenarios and hands-on planning exercises.

Est. 2-3 hours

Certification Exam

GECA Final Certification Exam

Validate your expertise to earn the Grantd Equity Certified Advisor (GECA) credential.

Est. 90 minutes
03

Your Path to Certification

1. Complete the Learning Path

Build your knowledge through self-paced courses and practical exercises.

2. Pass the Certification Exam

Demonstrate your understanding of equity compensation planning concepts and the Grantd platform.

3. Showcase your GECA Credential

Share your certification with clients, colleagues, and your professional network.

4. Maintain your Certification

Complete a short annual recertification to keep your knowledge current.