Take The Trusted Advisor Gap Assessment™

Find out where you stand
among your peers
7 quick multiple choice questions

Step 1 of 8


Loan Growth is at a premium right now. Can you afford not to have Certified Trusted Advisors working with YOUR best clients?

Taking the Gap Assessment allows you to gauge where your team is and where it needs to be to protect your top clients from desperate consolidators and competitors.

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.