Credentials

Credentials are the smallest part of why anyone should listen to me, and the easiest part to check. So they are listed plainly, with the issuer named and the verification status stated — including where verification is still outstanding.

Certifications

• Financial Planning & Analysis Professional (FP&A) — Corporate Finance Institute. Verification link pending.
• Verified certificate — HarvardX. Verification link pending.

“Verification link pending” means exactly what it says: I hold the certificate, and the public credential URL has not yet been added to this page. Until it is, treat the entry as unconfirmed. It will either gain a link or come off the page.

The credential that actually matters

I run a company. Techno X is operating now, with real customers, real payroll and real decisions that cost money when they are wrong. Every module in both programs exists because a version of that problem arrived at my desk first.

A certificate proves you passed an exam. It does not prove you have priced a service badly and watched the margin disappear, or held a payment you could not make. I would weight the second experience higher, and I would say the same to you about anyone else you are considering learning from.

What I am not

• I am not a licensed financial advisor, and nothing on this site or in either program is financial advice.
• I do not manage anyone’s money, recommend specific securities, or take a position in what students invest in.
• I do not promise returns. Education changes what you understand; it does not guarantee an outcome.

If you need regulated advice on a specific investment, insurance or tax position, you need a licensed professional in your jurisdiction, not a course.

Checking any of this

If you want to confirm something before you buy, ask. Send the question and I will send back whatever documentation exists, or tell you plainly that it does not.