Official Registry · 2026

PreciseFP AI Certified
Credential Registry

A live record of advisors and operations professionals who have completed the PreciseFP AI Enabled certification.

AI Enabled
PreciseFP AI Certified Credential Registry
entries
Zapier NOT CONNECTED
Anyone with the link VIEW ONLY
Certified Credentials
Full Name Email Company Certified Expires Credential ID
Integration Zapier — automate new credential entries
Awaiting connection — paste your data source URL below to go live.
Setup in three steps
1Pick a backend

Zapier needs a place to store entries. We recommend Google Sheets (simplest), Airtable, or a JSON endpoint hosted on your platform of choice.

Create one column per field listed below — names must match exactly.

2Build the Zap

Trigger: any source — typed form submission, payment receipt, course completion event, etc.

Action: Create Spreadsheet Row (Google Sheets) or Create Record (Airtable). Map the trigger fields to the columns.

3Publish & connect

Publish your sheet/base as JSON (Google: File → Share → Publish to web → CSV; Airtable: API URL).

Paste the public URL into the field below and the registry will pull entries on every load.

Required & optional fields
Field nameTypeDescriptionReq'd
full_namestringCredential holder's full nameYES
emailstring (email)Work email addressYES
companystringFirm or organization nameYES
completion_datedate (YYYY-MM-DD)Date the certification was completedYES
expiration_datedate (YYYY-MM-DD)Date the credential expires (typically +24 months)YES
credential_idstringFormat PFP-AI-YYYY-####YES
Example payload
// One row in your Zapier-managed sheet / JSON endpoint
{
  "full_name": "Jane Smith",
  "email": "jane.smith@acmewealth.com",
  "company": "Acme Wealth Advisors",
  "completion_date": "2026-04-15",
  "expiration_date": "2028-04-15",
  "credential_id": "PFP-AI-2026-0001"
}
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