Fathom Advisor Certification

A list of the most frequently asked questions pertaining to certification with Fathom

Updated over a week ago


Accessing Certification

Fathom Advisor Certification is now available to all Admin and Advisor Accountant users in their Fathom account.

New users: Fathom Advisor Certification can be accessed via a current Fathom account including both trial accounts and paid accounts. To set up a new trial, start a free 14-day trial.

Current users: Log in to your Fathom Account at app.fathomhq.com and hover over the ‘?’ icon to reveal a dropdown. Select ‘Certification’ to prompt Fathom to send an enrolment link. Next, follow the instructions in your email to set up your account with the course platform, Thinkific.

The email will be sent from customercare@fathomhq.com with the subject line: Fathom Advisor Certification. We recommend checking your spam folder if you are unable to locate the initial invitation email.

Once you have started the course, you will be able to view your progress and access the course content through the certification button in app.

Why can’t I access Certification from my Fathom Account?

Certification is currently available to all Admin and Advisor level users of Fathom Organisations, which are labeled as Accountant. The accountant label was designated when you first set up the Fathom account. To make changes to this label or to request certification access, contact certification@fathomhq.com.

By default, client/viewer level users do not have access to Fathom Certification, as the course covers topics that require Admin or Advisor level access on the platform to use in product.

For more information on user roles and permissions, please see this article.

What is covered in this course?

The Fathom Advisor Certification is designed for both new and experienced users of Fathom and covers all of the areas of Fathom from setup to analysis, forecasting, and reports. There are five sections of the course in total, with each section containing between 1-12 modules.

The learning objectives for the course include:

  • Identifying the functional areas of Fathom, where financial and non-financial data can be sourced and updated from, and which data can be accessed by specific user permissions.

  • Identifying the options available for customising a company or group’s Chart of Accounts and KPIs, exchange rates, and performing eliminations adjustments

  • Recognizing the types of information accessible in the Fathom Analysis tools

  • Identifying the options available for referencing and reporting on financial and non-financial data within Fathom and customising & sharing reports

  • Identifying the types of forecast that can be created in Fathom, which information is accessible in a forecast, and various ways in which a forecast can be customised or calculated

For more information visit: https://go.fathomhq.com/certification

Is Certification eligible for CPE or CPD Credit?

Global - 6 hours CPD

The content of the course has been certified by the CPD Certification Service and is eligible for 6 CPD hours globally.

United States - 6.5 CPE hours

In accordance with the standards of the National Registry of CPE Sponsors, CPE Credits have been granted on a 50-minute hour.

Attendance Requirements

To earn CPE credit, the course and final assessment must be completed within one year of registering for the course.

Field of Study

Computer & Software Applications

Instructional Delivery Method

QAS Study



Prerequisites and Advanced Preparation


Refund & Cancellation Policy

This is a no fee course. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at +1 844 944 9328.

Click the logo to access our National Registry statement.

How do I obtain my certificate and badge?

Once you have completed the course you will be able to download your badge directly from app.fathomhq.com and your certificate through the Thinkific course platform. From app.fathomhq.com hover over the ‘?’ and select ‘Certification’. If you have completed the course, you will be able click ‘Certificate of Completion’ to be directed toward Thinkific, or select the Certificate badge for download.

How do I change the name on my certificate?

For any amendments to your certificate, reach out to certification@fathomhq.com.

Additional knowledge & common questions:

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