Register today to reserve your seat. Early registration is encouraged — the first cohort of the AI Capital Lending™ Certification begins August 17, 2026.
Certified AI Capital Lending Advisor™
Complete Certification and Advisor Launch Program
Learn modern lending, master more than 40 capital products, use AI to guide capital-readiness conversations, earn a professional designation, and receive the tools needed to launch an AI Capital Advisory business.
Regular tuition $1,497
$997
One-time Founding Advisor tuition
Founding Advisor pricing is available for a limited time and will end when the founding cohort is filled.
Certification access begins after the initial payment. The certification designation and final certificate are issued after all tuition payments and program requirements are completed.
One investment. Complete training. Professional certification. Business launch system.
What you receive
Everything You Need to Get Certified and Launch
This is more than an online lending course. It is a complete education, certification, AI support, and business-launch system for professionals who want to help clients understand capital and become better prepared for financing opportunities.
Fit check
Is This Certification Right for You?
You do not have to be a lender to enroll. This program teaches participants how to educate clients, identify capital-readiness gaps, organize financing information, compare potential capital paths, and refer clients to appropriately licensed professionals and approved lending resources.
Certification outcomes
By the End of the Program, You Will Be Able To:
- Understand the modern lending landscape
- Explain residential, investor, commercial, business, construction, and specialty lending
- Recognize more than 40 potential capital products
- Conduct a professional capital-readiness discovery conversation
- Identify missing information and documentation
- Compare potential financing paths
- Use CapitalGPT™ responsibly as an educational lending co-pilot
- Prepare clients for more productive lender conversations
- Build a professional capital advisory offer
- Develop referral relationships with lenders and industry professionals
- Earn the Certified AI Capital Lending Advisor™ designation
Value
What You Receive
| Certification Education | Included |
| 64+ Lessons | Included |
| Certification Workbook | Included |
| CapitalGPT™ | 90 days |
| Live Group Coaching | Four sessions |
| Business Launch Tools | Included |
| Capital Consultation Scripts | Included |
| Referral Partner System | Included |
| Certification Examination | Included |
| Digital Certificate and Badge | Included |
| Advisor Community | 90 days |
| First-Year Product Updates | Included |
Total program value
More than $4,500
Founding Advisor tuition
$997
Save more than $3,500 as a Founding Advisor
Important Professional and Compliance Notice
The Certified AI Capital Lending Advisor™ program is an educational certification and professional-development program. It is not a government-issued license, mortgage loan originator license, securities license, financial-planning license, legal credential, or guarantee of employment, income, loan approval, or funding.
Completion of this program does not authorize participants to originate, negotiate, approve, underwrite, or close loans when a license or employer authorization is required. Participants are responsible for following all applicable federal, state, industry, employer, privacy, advertising, compensation, disclosure, and referral requirements.
CapitalGPT™ provides educational assistance and does not make lending decisions or replace lender guidelines, legal advice, tax advice, underwriting, compliance review, or licensed professional judgment.
Opportunity
Build a Professional Advisory Practice
Certified advisors may use their education to offer permitted capital-readiness education, business consulting, document organization, workshops, and advisory services. Services, compensation, and activities must comply with applicable licensing, disclosure, referral, privacy, and professional requirements.
Your results will depend on your experience, market, effort, service model, pricing, compliance, relationships, and ability to attract and serve clients.
Optional continuation
Continue Growing After Certification
Every certification enrollment includes 90 days inside the AI Capital Advisor Circle. After the included period, certified advisors may choose to continue.
Optional continuation after 90 days: $197 per month or $1,997 per year.
Continued membership is optional and is not required to maintain proof of program completion. Any renewal or continuing-education requirements for the designation must be disclosed separately. No participant is enrolled in a paid subscription without clear advance disclosure and affirmative consent.
- Monthly advisor coaching
- Lending-product updates
- CapitalGPT™ Pro access
- Case-study review sessions
- Updated marketing resources
- Referral-partner playbooks
- Resource-vault updates
- Advisor accountability and community support
Want Help Building the Entire Business?
The VIP Advisor Business Builder is available to certified advisors who want personalized assistance developing their offer, pricing, landing page, consultation system, referral-partner strategy, marketing automation, and 90-day revenue plan. Starting investment: $4,995.
For organizations
Certify Your Team or Community
Enterprise certification is designed for employers, brokerages, real estate organizations, chambers of commerce, nonprofits, CDFIs, colleges, workforce organizations, business incubators, community-development groups, and professional associations.
Private instruction, travel, custom curriculum, customized reporting, and organization-specific branding may require an additional implementation fee.
Included
- Group enrollment and onboarding
- Full certification curriculum
- Certification workbook for each participant
- Team progress dashboard
- Participant completion reporting
- Certification exams
- Digital certificates and badges
- Organization-branded certificate option
- Group CapitalGPT™ access options
- Private team orientation
- Enterprise resource access
- Optional live instructor training
- Optional employer or workforce reporting
- Optional curriculum customization
- Optional train-the-trainer services
FAQ
Answers before you enroll
What is included in the $997 Founding Advisor tuition?+
The complete certification curriculum — 10 modules and 64+ lessons covering more than 40 capital products — the certification workbook, downloadable checklists, 90 days of CapitalGPT™ access, advanced case studies, knowledge checks, the final certification examination with two attempts, your digital certificate and badges, the full advisor business launch toolkit, four live group coaching sessions, 90 days inside the AI Capital Advisor Circle, and quarterly lending-product updates for your first year.
Is the tuition a one-time payment?+
Yes. Paid in full, the Founding Advisor tuition is a single payment of $997. There is no required subscription and no automatic renewal.
Is a payment plan available?+
Yes. The plan is $397 due at enrollment plus three monthly payments of $247, for a total payment-plan tuition of $1,138. Certification access begins after the initial payment. The designation and final certificate are issued once all tuition payments and program requirements are complete.
Do I have to be a lender or licensed loan officer?+
No. The program teaches you how to educate clients, identify capital-readiness gaps, organize financing information, compare potential capital paths, and refer clients to appropriately licensed professionals and approved lending resources.
Does this certification authorize me to originate loans?+
No. This is an educational certification, not a government-issued license. It does not authorize you to originate, negotiate, approve, underwrite, or close loans where a license or employer authorization is required.
How long do I have to complete the program?+
The curriculum is self-paced and your course access does not expire. CapitalGPT™ access, live coaching, and Advisor Circle membership are included for the periods listed on this page.
How does the certification exam work?+
The final examination unlocks after you complete all 10 modules. It is taken online and covers the full curriculum, including capital products, discovery, documentation, and professional boundaries.
What happens if I do not pass the exam the first time?+
Your tuition includes two examination attempts. If you do not pass the first attempt, you may review the curriculum and retake the exam.
How long is CapitalGPT™ included?+
CapitalGPT™ is included for 90 days from enrollment. Continued access is available through the optional AI Capital Advisor Circle after that period.
Is the AI Capital Advisor Circle required?+
No. Ninety days are included with your tuition. Continuing afterward is entirely optional, requires your affirmative consent, and is not required to maintain proof of program completion.
Can I charge for capital-readiness consulting?+
Certified advisors may offer permitted capital-readiness education, business consulting, document organization, workshops, and advisory services. Your services, compensation, and activities must comply with applicable licensing, disclosure, referral, privacy, and professional requirements in your state and industry.
Can my employer or workforce organization pay my tuition?+
Yes. Many participants are sponsored by employers, brokerages, nonprofits, CDFIs, or workforce programs. Request an enterprise proposal and we will provide the documentation your funding source requires.
Is enterprise and group pricing available?+
Yes. Flat-fee cohort pricing begins at $12,500 for up to 10 participants and scales to custom workforce cohorts. See the enterprise section on this page.
Does certification guarantee employment or income?+
No. This program does not guarantee employment, income, clients, loan approvals, or funding. Your results depend on your experience, market, effort, service model, pricing, compliance, relationships, and ability to attract and serve clients.
How do I receive my certificate and badge?+
After you pass the examination and complete your tuition payments, your digital certificate, gold certification badge, LinkedIn badge, and email-signature badge are issued to you inside your advisor dashboard.
Are product requirements updated as lending guidelines change?+
Yes. Lending guidelines change frequently. Your tuition includes quarterly lending-product updates for the first year, and you should always verify current requirements with the relevant lender, regulator, and licensed professional.
Your Clients Need Capital Clarity
Learn how modern lending works. Understand more than 40 capital products. Use AI responsibly. Build your confidence. Earn your certification. Launch your advisory practice.
Regular tuition $1,497
Founding Advisor tuition: $997 one time
Dream It. Fund It. Build It.
Founding tuition
$997 $1,497