PreciseFP AI Certified
Credential Registry
A live record of advisors and operations professionals who have completed the PreciseFP AI Enabled certification.
PreciseFP AI Certified Credential Registry
| Full Name | Company | Certified | Expires | Credential ID |
|---|
PreciseFP AI Enabled · Issued under the PreciseFP Certification Program
About this registry
The PreciseFP AI Certified credential is awarded to advisors and operations professionals who complete our AI Enabled curriculum. Each credential is valid for 24 months from the completion date.
Verifying a credential
To verify a credential, locate the holder's name or Credential ID in the table above. IDs follow the format PFP-AI-YYYY-####. Questions? Contact certification@precisefp.com.
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.
| Field name | Type | Description | Req'd |
|---|---|---|---|
| full_name | string | Credential holder's full name | YES |
| string (email) | Work email address | YES | |
| company | string | Firm or organization name | YES |
| completion_date | date (YYYY-MM-DD) | Date the certification was completed | YES |
| expiration_date | date (YYYY-MM-DD) | Date the credential expires (typically +24 months) | YES |
| credential_id | string | Format PFP-AI-YYYY-#### | YES |
// 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" }