To join the Xero Advisor Forum, visit the website and click ‘Join Now’. Once your account is created, you will receive a confirmation email. You can then take advantage of the resources and support in the forum.
A significant portion is devoted to mastering bank reconciliation processes, teaching candidates how to automate reconciliations using Xero’s tools. This reduces manual errors and ensures compliance with best practices. By learning to match bank transactions with corresponding entries in Xero, advisors can maintain accurate financial records for preparing compliant financial statements. If you’re looking for extra flexibility and support while you become certified, you could choose to study with a Xero Learn Partner such as the Career Academy. This experienced provider’s Diploma in Xero combines four certificates in one and enables you to become a Xero certified advisor within six months. The certification process typically takes a few days, depending on how quickly you complete the online training modules.
Step 1: Apply Online
If you’re registered under a paid account, you can pace your learning progress however you like. Make sure you’ve taken all the courses and you already have expansive knowledge about Xero before taking this exam to increase your chances of passing. The fees for registering for the Zero Advisor Certification exam are INR 1500 + GST.
Tips to Pass the Xero Certification Assessment
Candidates can pay this fee using a credit card or through net banking according to their liking. It is essential to note that this fee is non-refundable under any circumstances, and candidates will not receive a refund if they fail to appear for the exam. Additionally, if a candidate wishes to reschedule their exam date after submitting their registration form, they must pay an additional INR 1000 + GST fee.
Practical experience with the platform will without doubt make the biggest difference as you prepare for the assessment. You should take full advantage of the demo company feature that lets you explore all functionalities without risk before taking your exam. On top of that, it helps to connect with other professionals through Xero communities for great insights you might miss otherwise. Your certification status requires completion of four quarterly product updates each year. This keeps you up to date with Xero’s evolving features and capabilities.
The demo company lets you try out Xero and its features using fictional data. Using this feature, you can process transactions without affecting your own numbers. Doing so will be a great exercise toward earning your Xero certification.
Become a Xero partner
By studying for the Xero ProAdvisor Certification Exam, you can gain the confidence to pass and become a certified Xero Advisor. With adequate preparation and practice, you can become an expert in Xero and provide your clients with quality advice and guidance. You should also review any past questions or case studies you may have encountered during your training. As part of the Xero ProAdvisor Certification programme, you must join the Xero Advisor Forum. Achieving Xero Advisor Certification can significantly advance careers in accounting and finance.
Try out the Xero demo company
- Additionally, if a candidate wishes to reschedule their exam date after submitting their registration form, they must pay an additional INR 1000 + GST fee.
- I found that there was something special about this credential – it packs significant value while being available to accounting professionals.
- However, certification can help increase earning potential by adding valuable skills and credentials to your profile.
- This course is a great way to sharpen your technique in managing business accounts and preparing and interpreting reports.
- If you’re ready to incorporate advisory into your practice, you’re in the right place.
- The member of Xero’s Partner Development Team (PDR) will schedule a 15 min. intro call to learn about your practice, goals and interest in Xero.
And lastly, you need to be able to demonstrate excellent customer service and the ability to build strong relationships with clients. Once you’ve confirmed that you meet these prerequisites, you can move on to the next step. The certification curriculum covers essential aspects of the software. A primary module focuses on navigating the Xero Dashboard, including customizing it to meet specific business needs. This enables efficient tracking of key performance indicators (KPIs) such as liquidity and debt-to-equity ratios.
- The official Xero certification obtained directly through Xero Central for partners is usually free.
- This online exam will consist of 50 multiple-choice questions which needed to be attended within 2 hours and it is compulsory to attend all the questions.
- Additionally, several online forums offer advice and support from other Xero users.
- Yes, certification can increase your marketability, allowing you to command higher salaries or fees as a certified professional.
- Available in February, May, August and November, the updates will be delivered via live webinar, although you can watch the recording at a time to suit you.
- Once you’ve filled in the relevant form on the company’s website, a Xero rep will call you to discuss your study options.
In this blog post, we’ll discuss what it takes to become a Xero ProAdvisor and walk you through the steps you need to take to make it happen. This certification allows advisors to confidently manage accounts on Xero and provide better services to clients who are transitioning to cloud-based accounting systems. Note that certification marks just the start of your Xero experience.
In order to prepare for the Xero ProAdvisor certification, you will need to download the Xero Advisor Toolkit. The toolkit is available in English and Spanish, so select the best language for you. Twelve (12) courses are available for you to take — from completing your initial setup tasks to managing practice tasks with Xero HQ. Also, if you’re using the free trial version, do your best to get certified before the trial duration ends.
Additionally, several online forums offer advice and support from other Xero users. Get expert advice, insights, and explainers on tricky topics — designed to help you navigate your learning journey with confidence. As a fully flexible course, this is the best way to learn new skills without having to take time away from work.
Register for Xero Certified Advisor Program
This become a xero advisor resource goldmine has many free, self-paced courses, videos, and webinars. You’ll find everything from simple setup steps to advanced features. The knowledge base comes packed with tutorials and help articles that solve common problems.
