Become Xero advisor certified

If you're a Xero partner, you can become Xero advisor certified by completing the Xero Advisor Certification program in Xero U.

How it works

To become Xero advisor certified for the first time, you need to complete the Xero Advisor Certification program in Xero U. You’ll need to earn 40 Advisor credits as follows:

  • The 4 Core Certification Courses for 32 Advisor credits
  • Another 4 Elective Certification Courses of 2 Advisor credits each for a total of 8 Advisor credits

You can take the courses in any order you like until you reach 40 Advisor credits. You can also take any combination of elective courses. However, you must complete all of the 4 Core Certification Courses.

You have 12 months from when you first register to complete the program, after which you'll be certified for a year. During the next 12 months, you’ll need to keep your certification up-to-date by earning ongoing certification credits.

Certification must be completed for the same region as your practice to be eligible for the partner program benefits.

Register and complete the program

You have several learning options to choose from to become Xero advisor certified, including self-paced learning courses, classroom courses, and webinars.

Self-paced courses can be completed online in Xero U.

  1. Go to Xero U (Xero U website).

  2. On the home page, click Get certified to see the options for Xero certification.

  3. (Optional) Click the plus icon next to Further refine your search, and then select the Advisor option under Certification credits. Make sure this is the only option selected in this column.

  4. Select the Xero Advisor Certification self-paced learning option.

    Image showing the self-paced learning option for Xero Advisor Certification

  5. In the course page, click Check it out.

  6. If you haven't already, log in to your Xero account.

  7. On the Training Details page click Request to finish enrolling in the program.

  8. You only need to enrol in the Xero advisor certification program once.
  9. Once you are registered, click Manage, and then begin working through the courses.

  10. Track your certification credit balance and continue completing courses until you reach 40 Advisor credits.

You can also find information on classroom courses and webinars by clicking on the related option on the Xero U home page.

Fast Track certification

You have the option to accelerate your certification using the Xero Advisor Fast Track Certification (Xero U website). You can only use this for your initial certification and can only attempt it once. If you are unsuccessful, you will need to complete the entire program.