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Trusted Advisor Certification Program

The Trusted Advisor Certification™ Program
Coming Soon!

Now that transactional banking no longer needs humans, how will your team members elevate their competencies quickly enough to move from being transactional bankers to transformational ones?

The Universal Banker model was an excellent start but sorely lacks conveying the necessary wisdom to retain your customers and earn all their business.

The all-new Trusted Advisor™ program helps bankers build trust and rapport with clients by providing wisdom and a follow-up system that helps clients thrive financially.

After completing the three levels of the program and earning Trusted Advisor™ certification, bankers will possess the tools, wisdom, and confidence needed to help customers create better outcomes, ease their financial fears, and pursue their dreams.

I would like more information to help me decide if this program is right for me or my team.


Upon certification, bankers will be able to:

  • Conquer limiting beliefs and resistance to maximize the contribution to customers and community
  • Build credibility and top-of-mind positioning, and be the first call clients make when weighing financial decisions
  • Explore a discovery model to uncover deeper-level motives that drive customer decisions
  • Help people manage their fears, concerns, and anxiety about money
  • Master money allocation models and mindsets to create and protect wealth systematically

The Trusted Advisor Certification™ Program is offered by the Institute for Extraordinary Banking™, founder of the Accredited Banking Professional™ Certification—the most desired career advancement opportunity in banking today.

Guiding your team through the event is Roxanne Emmerich, Founder and Chair of the Institute for Extraordinary Banking.

Nobody has helped more banks get to top-of-peers status than Roxanne Emmerich. One CEO client referred to her as a “one-woman economic recovery program.”

Bestselling Author:  She is the New York TimesWSJ, and International bestselling author of Thank God It’s Monday! and author of Profit-Growth Banking, Net Interest Margin Solution, and her newest release, The Breakthrough Banking Blueprint.

She is also Editor-in-Chief of Extraordinary Banker® magazine, which has a readership of 15,000 board members and executives from the best banks in the country.

Banking’s Thought Leader: She is the founder and chair of the Institute for Extraordinary Banking and creator of the Banky Award—the highest designation for the results-oriented elite community banks of America. Her Best Banks in America™ Super Conference consistently receives rave reviews as the best conference for elite, results-oriented, ambitious bank executives and board members.


Transformation Agent: Roxanne is CEO of the Emmerich Group®. With her team, she has, for the last three decades, helped several banks transform their performance to get to top 5% performance and, more importantly, stay there. Successful Meetings magazine listed her as one of the top three speakers in the country on organizational culture.

Awarded Contributor: Roxanne is a National Speaker Hall of Fame inductee, a distinguished alumna of the University of Wisconsin, and recipient of the prestigious Nido Qubein Philanthropist of the Year award for her ongoing work to build schools in Africa.

Don’t miss this opportunity to help your team members create more relevant relationships with your customers. The first class sold out within two weeks. Be among the first in line to receive information on the next class offering.

I would like more information to help me decide if this program is right for me or my team.