Crowdfund Better® Certified Advisor Program

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Introducing The Crowdfund Better® Certified Advisor Program

We’re reimagining crowdfunding education by empowering small business and economic development advisors with the tools they need to speak confidently with their clients about crowdfunding as an access-to-capital tool. Join us in our mission to unlock community capital for small business!

Crowdfund Better® Certified Advisors Will Be Able To:
Speak confidently about crowdfunding access-to-capital options
Assess which clients are a good fit for crowdfunding 
Assist clients in identifying reasonable campaign goals and timelines
Recommend additional training to increase chances of success
Learn how to support clients using tools already in your toolbox
Signup to learn more about the Crowdfund Better® Certified Advisor Program and to speak to a member of our team!
Crowdfund Better Certified Advisor® logo

Here’s A Glimpse of What’s Inside This First-Of-Its-Kind Program

2-day live virtual training
Access to the Crowdfund Better® Advisor Training Portal
8 online training courses including videos and PDFs
Downloadable worksheets to use with clients
Monthly live webinars plus access to past webinars and additional crowdfunding resources
“The Crowdfunding Opportunity” Online Course Access for clients
Year-long mentorship including Roadmap Calls with clients
Certificate, Digital Badge and listing in the Crowdfund Better® Certified Advisor Directory
Read the press release announcing the advisor training pilot program with NY SBDC

Need more information?
Read our FAQ below.

Crowdfund Better® Certified Advisor FAQ

Crowdfund Better® is the leading crowdfunding education and training organization in the U.S. Since 2012, we’ve been educating small business owners from communities large and small on using all types of crowdfunding – from donation to rewards to investment – to fund their businesses. Having grown up with the crowdfunding industry, we understand it inside out.

We also understand business advisors. Since 2016, we have been working alongside small business support organizations like Small Business Development Centers, Women’s Business Centers, and entrepreneur training organizations to provide crowdfunding education and training to their clients. We have been selected to present at both the America’s Small Business Development Centers and Association for Women’s Business Centers national conferences, and selected to provide specialized crowdfunding training for advisors under the CARES Act via the SBA COVID-SB.org training portal. We understand how these organizations function and what kind of information will be useful to them in serving their clients.

Your instructor will be Kathleen Minogue, Founder & CEO of Crowdfund Better®. Kathleen is a recognized leader in the crowdfunding industry for her pioneering work in crowdfunding education. You can learn more about Kathleen below.

During the training you’ll access tools and resources worth over $4,000. After completing the training you will be able to:

  • Speak confidently about crowdfunding access-to-capital options
  • Teach the 5 C’s of Business Crowdfunding
  • Assess which clients are a good fit for crowdfunding
  • Identify the best crowdfunding paths for clients based on business stage, type and funding goal
  • Assist clients in identifying reasonable campaign goals and timelines
  • Recommend additional training to increase chances of success
  • Support clients using crowdfunding with tools already in your toolbox

After certification you will receive a Digital Certificate, Digital Badge, advisor listing in the Crowdfund Better® Certified Advisor Directory, and Special Certified Advisor Training Portal pricing for future years.

To certify, participants will need to view all 8 lessons in the curriculum and submit their completed Certification Tasks. All required tasks will be outlined in an individual checklist available in the Crowdfund Better® Training Portal. These worksheets will ask you to put your learning into action through hands-on exercises with clients and to reflect on your experience. Once the checklist is complete, you will receive your Digital Certificate and Digital Badge via the Training Portal, and be listed in the Certified Advisor Directory on the Crowdfund Better® website for five years.

Participants will have access to the certification training portal with all its resources for a 12-month period. Participants may certify at any time and retain access to the portal for the remaining training period. Certified Advisors can retain access to the Training Portal and access all new curriculum, events, and resources through an annual membership available only to Certified Advisors.

Yes! No matter where you live in the U.S. or beyond you can access the program from the comfort of your office or home. The curriculum is delivered via our Crowdfund Better® Training Portal and all live meetings are held via videoconference.

The training will be delivered via live sessions. But you will also be able to watch the replay of the entire training program asynchronously. All live sessions will be recorded and made available on the Crowdfund Better® Training Portal.

Crowdfund Better® will host monthly Q&As via the Crowdfund Better® Training Portal to address questions that arise from working with the curriculum, as well as host special topic webinars to deepen your knowledge about the current crowdfunding ecosystem.

Participants can also reach out to the Crowdfund Better® team via email for support between sessions.

Not a problem. We’ll work with you through the invoicing process and provide coupon codes you can distribute to your team so they can register individually. We will also report registration and activity status back to your organization upon request.

Please contact us for pricing. Group discounts available. Payments can be made via check, ACH, and Credit Card.

New training cohorts launch quarterly. The training begins with a 2-day intensive followed by mentorship for a year as participants begin to work with the material with their clients.

Ready to sign up? click here to contact our team
Kathleen Minogue

Meet Your Crowdfund Better® Instructor

Kathleen Minogue is a recognized leader for her pioneering work in crowdfunding education. She is the creator of The Crowdfund Better® Process, the first crowdfunding technical assistance curriculum built to increase campaign success while strengthening business fundamentals. Kathleen is delighted to bring this specialized training to her fellow advisors.

Looking for Crowdfunding Resources for Your Clients?

Check Out Our Entrepreneur Resources here!