GRANTD ACADEMY

Sharpen your equity compensation expertise.

Grantd Academy is our exclusive learning platform for financial advisors using the Grantd platform. Through self-paced courses, hands-on platform training, and real-world case studies, you’ll develop practical equity compensation expertise and learn how to apply it confidently in client engagements.

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Available to all Grantd clients on individual licenses. For more information please contact info@grantdequity.com

Self-Paced, On-Demand

Complete courses anytime — learn at the pace that works for your practice.

Hands-On Platform Training

Real-world case studies and exercises built directly inside Grantd so you can apply what you learn immediately with clients.

Professional Certification

Earn the GECA designation — a recognized credential you can showcase on LinkedIn, in your email signature, and with clients.

Become a Grantd Equity Certified Advisor.

The GECA program prepares financial professionals not just to understand equity compensation, but to confidently integrate it into holistic financial plans — leveraging Grantd's tools for modeling, analysis, and client communication.

Modules

~9-14 hours

Total time

100%

Self-paced

Conceptual depth and practical application.

Each course in the learning path builds on the skills learned in the previous one, combining knowledge-building with hands-on exercises using the Grantd platform.

Introduction

Grantd Equity Certified Advisor (GECA) Program Overview

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

Core Curriculum

Equity Compensation Fundamentals

Build a strong foundation to confidently understand, evaluate, and explain equity awards in client financial planning.

Core Curriculum

Advanced Equity Compensation Topics

Go deeper into tax strategy, timing, and risk management for complex equity decisions and long-term goals.

Core Curriculum

From Client Assessment to Actionable Strategy

Learn how to assess a client's equity compensation in context, identify risks and opportunities, and integrate equity decisions into a holistic financial plan.

Core Curriculum

The Grantd Platform Overview

Learn the key tools, workflows, and planning capabilities within Grantd to efficiently manage and scale your equity compensation practice.

Core Curriculum

Applied Case Studies in Grantd

Apply everything you've learned through realistic client scenarios and integrated planning workflows within Grantd.

Certification Exam

Final Certification Exam

Test your competency and proficiency in equity compensation topics and the Grantd platform to earn your certification.

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Everything you need to advise with confidence.

From RSUs to advanced tax strategies, you'll leave with practical skills you can apply immediately with clients.

Evaluate and plan around different types of equity compensation

Understand how equity compensation impacts taxes, liquidity, and long-term wealth

Guide clients through major equity-related decisions with confidence

Use Grantd's tools to model scenarios and communicate strategies clearly

Incorporate equity compensation into a holistic financial planning process

Earn your GECA designation and join an elite network of certified advisors

Why GECA sets you apart.

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

Enhanced Credibility

Distinguish yourself as a certified specialist in equity compensation, 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.

Operational 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.

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Built around your schedule and practice.

Designed for busy financial professionals who need flexibility without sacrificing depth.

Flexible online learning so you can progress on your own schedule

Interactive lessons & knowledge checks to reinforce key concepts

Real-world case studies that reflect actual client scenarios

Hands-on platform exercises to build proficiency using Grantd tools

Your Path to Certification

Complete the Learning Path

Build your knowledge through flexible courses and practical exercises.

Pass the Certification Exam

Demonstrate your understanding of equity compensation planning concepts.

Share your GECA Credential

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

Annual Recertification

Complete a short annual recertification to keep your knowledge current.

Ready to become a Grantd Equity Certified Advisor?

Join financial advisors who are building a differentiated practice around equity compensation expertise.

Available to all Grantd clients on individual licenses. For more information please contant info@grantdequity.com

Learn more about GECA