The Datum Standard™ Advisor Console

Reference · Certification

Live Voice Certification™

A recorded voice simulation, scored against a fixed rubric, that establishes an advisor can run the method under live pressure, not that they can describe it.

Sequence

Four steps to certification.

The gate is deliberately narrow. A certification that most people pass on the first attempt is not measuring anything.

  1. 01

    Study

    The field guide and the stage modules for the arc being certified. Self-paced, and not scored. This is preparation, not the exam.

  2. 02

    Practice

    Unlimited runs in the Live Voice Role-Play Simulator against scenario clients. Every run is recorded and scored so the advisor can see the rubric move before it counts.

  3. 03

    Certification run

    A single scheduled simulation against an unseen scenario. One take. Recorded, scored on six dimensions, and reviewed by a certified leader before the result is issued.

  4. 04

    Standing

    Certification is held, not earned once. Standing is reviewed annually, and a lapsed review returns the advisor to practice status until a new run is passed.

Rubric

Six dimensions. Two of them are pass or fail.

The two binary dimensions are the ones that protect the client. An advisor who designs before establishing the facts, or who uses language that misrepresents a product, does not pass regardless of how the other four score.

Scored dimensions

Facts established before designPass / Fail
Discovery depthScored 1–5
Recommendation traceabilityScored 1–5
Objection handling under pressureScored 1–5
Delivery and placementScored 1–5
Compliance languagePass / Fail

For leaders

The scorecard is the leader's instrument.

Certification measures the advisor. The Leader Certification Scorecard measures whether the leader is developing them: the same rubric, aggregated across a team, tracked over time.

That is what makes the standard organizational rather than individual. A team can be certified to The Datum Standard™, and that certification means something a training completion certificate does not.

A note on language

Certification to The Datum Standard is proprietary. It is not a governmental accreditation, a state-approved continuing-education credit, or a securities or insurance licensing credential, and it does not substitute for any of them.

It certifies one thing: that the advisor demonstrated the method to a defined standard, on a recorded run, scored against a published rubric.

Request the certification track →