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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