01
Understanding investor needs
Investor types, goals, strategies, the Investor Intake Process, and reading the market from an investor's perspective.
Professional development inside coaching
Certified
Investor Agent.
The Investor Alignment Academy Certification Course develops the knowledge and practical judgment investor-focused agents use to serve investor clients. Certification is one part of ongoing coaching, not a promise of business success.
Who it is for
For investor-focused
agents in coaching.
The eligible audience is investor-focused agents in the ongoing coaching program: licensed agents starting with investor clients and experienced investor-focused agents improving acquisition, deal analysis, follow-up, and operations.
Investor Alignment Academy is the issuing organization. The credential is not a government license or external accreditation.
How you earn it
Course completed.
Work demonstrated.
Then certification.
Certification eligibility begins after three months, subject to course completion and demonstrated application. The six-month coaching commitment gives the work a defined place to be learned, applied, and reviewed.
01
Complete the Kajabi course
Work through the Investor Alignment Academy Certification Course in the Kajabi portal while you are in ongoing coaching.
02
Demonstrate the work
Apply the course in your business and demonstrate that you can use the work within the six-month coaching program.
03
Receive the seal
When the requirements are met, the Investor Alignment Academy awards Certified Investor Agent status and the seal for marketing use.
The seal is awarded for marketing use on completion of the requirements.
Skills developed
The five course
phases.
02
Building effective relationships
Communicating with investors, CRM pipeline stages, networking, and investor relationship building.
03
Financial fundamentals
Profit, cash flow, ROI, appreciation, and the numbers used to analyse investment properties.
04
Deal structuring & negotiation
Pricing, creative deal terms, financing options, appraisals, due diligence, and negotiation for investor deals.
05
Marketing for investor clients
Targeted campaigns, social media and digital marketing strategy, and an online presence that earns investor attention.
The path and price
Three steps.
One clear path.
Start with the Discovery Call, continue in coaching, and treat certification as the professional-development milestone inside the initial commitment.
01
Discovery Call
$99
A 15-minute conversation about your investor-focused business, goals, and whether ongoing coaching may be a fit.
02
Ongoing Coaching
$695/month
A six-month commitment totaling $4,170, with the Kajabi course, Weekly Group Mastermind Call, and two 30-minute 1-on-1 calls each month.
03
Expert Level
$695/month
An optional continuation available after certification is complete and the first six months are fulfilled.
Certification FAQ
Know the
requirements.
How does certification work?
Certification eligibility begins after three months, subject to successful completion of the Kajabi course and demonstrated application within the six-month coaching program.
Who is eligible?
Investor-focused agents who are in the ongoing coaching program are the eligible audience.
Who issues the certification?
Investor Alignment Academy issues the Certified Investor Agent credential.
Is certification automatic after three months?
No. Three months is the earliest eligibility point. Successful Kajabi course completion and demonstrated application are also required.
Can I use the seal?
Yes. The seal is awarded for marketing use when certification is completed.
Is this a government license or external accreditation?
No. It is an Academy credential and does not imply government licensing, external accreditation, or recognition beyond the Academy.
The first step