Professional Development for DynastyOS Partners
Three certification tiers designed to build your estate planning expertise, enhance your credibility, and grow your practice revenue. Earn your credential and stand apart from every other advisor in the room.
Three Tiers of Certification
Each certification builds on the previous. Start with DCP and advance to DCM as your expertise and client base grow.
DCP
Dynasty Certified Planner
Your entry point into the DynastyOS ecosystem. Master the platform, understand trust fundamentals, and learn to serve clients with confidence. Required for all active partners.
- ✓8 Core Modules
- ✓Platform Proficiency Training
- ✓Trust Fundamentals Curriculum
- ✓Compliance Essentials
- ✓50-Question Certification Exam
- ✓Digital Badge & Certificate
- ✓Partner Directory Listing
DCS
Dynasty Certified Specialist
Advanced certification for partners ready to handle complex trust structures, multi-entity planning, and high-net-worth client advisory. Become the trusted expert your clients call first.
- ✓Complex Trust Structures
- ✓Multi-Entity Planning
- ✓Client Advisory Training
- ✓Tax-Integrated Planning
- ✓Case Study Analysis
- ✓Priority Partner Support
DCM
Dynasty Certified Master
The highest credential in the DynastyOS ecosystem. Reserved for elite partners who have demonstrated mastery through client results, advanced knowledge, and practice leadership.
- ✓Dynasty Planning Mastery
- ✓Institutional Strategies
- ✓Practice Leadership Certification
- ✓White-Label Strategy & Growth
- ✓Exclusive DCM Mastermind Access
- ✓Featured Partner Spotlight
DCP Course Modules
The foundation certification covers eight structured modules. Complete all modules and pass the exam to earn your DCP credential.
Platform Mastery
End-to-end platform walkthrough. Client intake, document generation, attorney review workflows, trust funding coordination, and dashboard management.
Trust Fundamentals
All 12+ trust types explained. Revocable, irrevocable, dynasty, GRAT, SLAT, IDGT, special needs, charitable — when to recommend each one and why.
Trust Funding Essentials
Why funding is the most critical step. Asset retitling process, beneficiary designations, real estate deeds, and how DynastyOS handles it through the concierge service.
Compliance & Professional Scope
What you can and cannot do as a non-attorney partner. Professional scope boundaries, disclosure requirements, and regulatory frameworks by profession.
Client Conversations
How to introduce estate planning to existing clients. Objection handling, value proposition framing, and conversation scripts for financial reviews and policy reviews.
Revenue & Pricing Strategy
Understanding partner economics. Revenue per trust, pricing models, upsell strategies, and how to build estate planning into your recurring revenue model.
White-Label Configuration
Setting up your branded portal, customizing client-facing assets, configuring email templates, and managing your white-label implementation.
Practice Growth Playbook
Marketing strategies, referral systems, cross-selling workflows, and the 90-day growth plan that the top-performing DynastyOS partners follow to scale their practices.
Continuing Education
Stay current with evolving estate planning laws, platform updates, and advanced strategies through ongoing education.
Monthly Webinars
Live sessions covering legislative changes, new trust strategies, platform feature releases, and Q&A with the DynastyOS legal and product teams.
Knowledge Base Updates
Quarterly updates to the partner knowledge base with new case studies, compliance bulletins, and best practice guides from top-performing partners.
Partner Community
Private community for certified partners to share strategies, ask questions, and collaborate. DCM holders gain access to the exclusive Mastermind group.
Ready to Earn Your Certification?
Join the DynastyOS partner network and begin your certification journey. Start with DCP and grow your expertise alongside your revenue.