Ian Maxwell
June 15, 2026
June 15, 2027
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Ian Maxwell

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Credential Verification

Issue date: June 15, 2026

Expiration date: June 15, 2027

ID: 394b5518-46b1-4e94-bfe1-a8f4d2aed19e

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Issued by

Grantd Equity

Grantd is an AI-powered equity intelligence platform guiding employees, issuers, and advisors through every stage of the equity lifecycle — delivering expert guidance so your people grow more of what they've earned.

Type

Certification

Level

Professional

Format

Online

Description

The Grantd Equity Certified Advisor (GECA) Program is a professional credential for financial advisors who want to demonstrate proficiency in equity compensation planning and the effective use of the Grantd platform. Through a structured, multi-module learning path, advisors build the skills needed to analyze complex equity scenarios, guide client decisions, and deliver clear, actionable recommendations.

Skills

Equity Compensation Planning

Grantd Platform Proficiency

Earning Criteria

Test

To earn the certification, advisors must complete all courses in the GECA learning path and pass a comprehensive final exam. To maintain the credential, certified advisors are required to renew annually, ensuring their knowledge stays current with evolving strategies, tax considerations, and platform capabilities.

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