EVx PLATFORM

The EVx Academy

Learn the method. Earn the mark.

Certification in the EVx method for advisors who want to deliver it — the Optionality Curve™, the Wealth Formula™, the Tax Decoder™, and the engagement disciplines that make them real for clients.

Curriculum in development — inaugural cohort details below are provisional.

Level I

EVx Practitioner

Self-paced online · ~20 hours · exam

Fluency in the frameworks. Run the EVx Assessment with clients, read their position on the Optionality Curve™, and know when — and to whom — to hand off the specialized work.

· The seven frameworks, taught · Assessment delivery license · Practitioner directory listing

Level II

Certified EVx Coach

Cohort-based · 12 weeks · capstone case

Deliver the method. Lead PACE™ discovery, build the Value Maximization Index™ bridge, and run the 90-day sprint cadence with owners — coached on live cases by the EVx team.

· Live case coaching · Full toolkit & templates · Coach mark & co-marketing

Level III

EVx Master Consultant

By application · annual · practicum with Rusty

Own complex engagements end to end — multi-entity architecture, pre-LOI coordination, advisor-team accountability under SPA™ — and train the next practitioners.

· Direct practicum with Rusty Cagle · Complex-case privileges · Faculty track in the Academy

Join the founding cohort list.

Tell us your practice type and which track fits. Founding-cohort members help shape the curriculum and earn the mark first.

Request Academy Details