Are you looking to boost your career as an accountant, bookkeeper, or financial advisor? And do you know, you can get Xero advisor certification for free? It’s it excites you. Xero certification is a powerful way to enhance your skills and credibility in the industry. The best part? You can get certified without spending a dime! In this blog post, we’ll walk you through the steps to get your Xero Advisor Certification at no cost, including how to open a free Xero account to get started.
Why Xero Certification?
Before we dive into the “how,” let’s talk about the “why.” Xero is a leading cloud-based accounting software used by millions of businesses worldwide. Having Xero certification on your resume signals to employers and clients that you are proficient in using the platform to manage financial data, streamline bookkeeping processes, and generate insightful reports. In short, it sets you apart in a competitive job market.
Steps To Follow Towards Your Free Xero Advisor Certification
To get a Xero certification for free, you can follow these steps:
Step 1: Open a Free Xero Account
Before you can begin your certification journey, you need to have access to Xero. Here’s how to create a free Xero account, which gives you full access to the software for 30 days (you must have to complete your certification journey within these 30 days of free Xero account) —ample time to complete your certification.
1. Visit the Xero Website:
- Go to the Xero website and click on the “Try Xero for Free” button, typically found at the top right corner of the homepage.
2. Sign Up for a Free Trial:
- You’ll be directed to the sign-up page. Fill in your details, including your name, email address, and password. No credit card is required for the trial, making it truly risk-free.
When you click “confirmation” button, you will be called to verify your email.
To verify your account, open your Google email and click the “Yes, it’s me – let’s get started” button.
And then you will be asked to set your password.
3. Set Up Your Organization:
- Xero will prompt you to set up an organization within the software. If you don’t have a real business, you can create a fictitious one for the purpose of learning.
- Enter your organization’s name, choose your industry, set your financial year-end date, and select your currency. Then click “Start Trial.”
4. Explore the Xero Dashboard:
- Once your account is set up, take some time to explore the Xero dashboard. Familiarize yourself with key features like invoicing, bank reconciliation, payroll, and reporting. This hands-on experience will help you as you prepare for the certification.
Step 2: Access Xero's Free Learning Resources
Xero provides a wealth of free educational resources that can help you get certified. Here’s how to access them:
1. Go to Xero Central:
- After signing up, head to Xero Central. This is Xero’s hub for all things learning, where you’ll find tutorials, webinars, articles, and more.
2. Enroll in Xero Advisor Certification:
- In Xero Central, navigate to the “Learning” section. Look for the “Xero Advisor Certification” course, which is available for free to all users. This course is designed to teach you everything you need to know to become a certified Xero advisor.
3. Complete the Course Modules:
- The certification course is divided into several modules, covering topics such as setting up Xero for a business, managing invoices, reconciling bank transactions, and generating reports.
- Each module includes video tutorials, reading materials, and quizzes to test your understanding.
Step 3: Take the Xero Advisor Certification Exam
Once you’ve completed the learning modules, you’ll be ready to take the certification exam. Here’s what you need to know:
1. Review the Material:
- Before taking the exam, review the course material to ensure you’re comfortable with all the topics covered.
2. Take the Exam Online:
- The exam is online and consists of multiple-choice questions. It’s designed to assess your knowledge and understanding of Xero’s features and how to apply them in real-world scenarios.
Red Flag:
You must complete the entire program and pass the assessment within the 30-day timeframe.
3. Pass the Exam:
- The exam is open-book, so you can refer back to the course material if needed. If you don’t pass on your first attempt, don’t worry—you can retake the exam after reviewing the areas where you struggled.
Step 4: Maintain Your Certification
After passing the exam, you’ll receive your Xero Advisor Certification, which you can proudly display on your resume or LinkedIn profile. However, Xero regularly updates its platform, so it’s important to stay current.
1. Complete Ongoing Education:
- Xero may require you to complete additional modules or take refresher courses to maintain your certification. Stay engaged with Xero Central to keep up with the latest updates and training opportunities.
2. Expand Your Skills:
- Xero offers additional certifications, such as Payroll Certification, which you can pursue to further enhance your skills and marketability.
Key Points
Becoming a Xero Certified Advisor is a great way to advance your career or grow your accounting practice, and the best part is that you can do it for free! By following the steps outlined in this guide—starting with setting up a free Xero account—you can gain the knowledge and credentials needed to excel in the world of cloud accounting.
So, why wait? Start your journey today and take the first step toward becoming a Xero Advisor. Your future self will thank you!
