Charney Academy
Learning, certification, onboarding, and agent development.
Charney Academy
Train every user, certify every course, and scale Charney knowledge through structured learning paths, assessments, authors, reports, and internal credentials.
Investor Advisory Specialist Certification
Modules
1. Investor Intake0/3
2. Return Language
3. Market Signal Review
4. Risk Framing
5. Deal Storytelling
6. Investor Advisory Capstone
Module 3
Assessment lockedMarket Signal Review
This module content opens after the previous module assessment is passed.
Complete The Previous Assessment First
This module is locked until the prior module assessment is passed. The course path is sequential so learners complete the lesson viewing progress, take the assessment, and only then open the next module.
Pass Investor Intake Checkpoint
Pass Return Language Checkpoint
Locked Module
Resources, transcript, and lesson tools open after the required assessment is passed.