LEVEL 5 ADVISORY SCHOLARSHIP APPLICATION

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This scholarship entitles the recipient to one (1) fully funded DIY Online Training license paid for by Expensify ($1,800 Value).

The 12-month subscription gives you online access to a step-by-step proven training method that can be taken at your own pace. You’ll have access to more than 100 tools including videos, spreadsheets, PowerPoint slides and guides, all licensed for use with your clients. At the completion of the training, you are eligible to take the Level 5 Certification Exam to gain certification.

  How it works: 

Deadline for completion of the entry is Saturday, April 8th.

The recipient will be notified by email on April 15th if they have been awarded the scholarship.

A panel of judges and I will select the recipient based solely on the information you provide on this page (with all identifying information removed for selection purposes). 

Tell me your story...

Tell me a bit about yourself.  How do you plan to apply the new tools and training you've received into your current practice?  How do you plan to roll out advisory services with your clients?  

If you are interested in more support in working with these tools, we also offer DIY+ and Group Cohorts.

Here’s what a recent DIY student has to say.