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Fathom Advisor Certification

Set yourself and your team up to get the most out of Fathom. A free, simple and easy solution to implement Fathom into your practice.

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Gain a deep understanding of Fathom

  • Free for you and your staff
  • The certification only takes an average of six hours, and it can be completed at your own pace
  • The course is divided into sections, covering all elements of Fathom including Analysis, Forecasting and Reporting

Confidently serve your clients

  • Become more proficient with Fathom, allowing you to offer greater value to your clients
  • Train your team easily and effectively for free
  • View how-to videos or read comprehensive guides
  • Gain credit towards CPD
Group 1330

“Even after using Fathom for four years, I feel like I learned some new things that I didn't know.”

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Ellen Elpers
Milestone Business Solutions

Frequently asked questions

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Who is it for?
The course is tailored to accountants seeking to improve their knowledge of Fathom and gain confidence across the app. You can also take advantage of the course if you work in a business.

From those who have just started with Fathom through to experienced users, the course provides fresh insights for all stages of the Fathom journey.
What does the course cover?
The course covers all elements of Fathom from the basics of setting up, to three-way cash flow forecasting. There are five sections in total, each containing between 1-12 modules.
  1. Foundations
  2. Setup & Settings
  3. Analysis
  4. Forecasting
  5. Reports 


You’ll learn:

•How to import financial data and budgets to the Fathom platform

•Customise settings, analysis, reports, and forecasts

•Interpret financial data using Fathom’s Analysis Tools

•Create single-currency and multi-currency consolidations and Benchmark Groups

•Build scalable processes and automations to use across multiple files and users

•How to construct a three-way forecast

•Create custom management reports

How do I sign up?
Sign up is via the Fathom App, you just need a Fathom account either as a customer or a trialist. If you don’t already have an account, sign up for a free trial here.
What continued professional development does it cover?
CPD, UK, 6 hours
CPD, AUS, accredited
What do I receive as a Fathom Certified Advisor?
Once you become a Fathom Certified Advisor, you’ll receive a certificate and badge. You can showcase your badge in your email signature and social channels, including updating your ‘Licences and Certifications’ section on your LinkedIn account.
About CPE

CPE Credits: 6.5*
Field of Study: Computer Software & Applications
Instructional Delivery Method: QAS Self Study
Authors: Antoni Gomez, ACA and Allanah Miller, CPA
Level: Overview
Program Prerequisites and Advanced Preparation: None
Course Publication Date: January 2021
Availability: 1 year from enrolment
Date of last revision: March 2021

Course Designed in accordance with the standards defined by the American Institute of Certified Public Accountants (AICPA) and the National Association of State Boards of Accountancy (NASBA). State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit.

Fathom is not yet a NASBA Registered Sponsor of CPE credit. Please defer to your State Board of Accountancy for guidance on acceptable CPE courses.

*In accordance with the standards of the National Registry of CPE Sponsors, CPE Credits have been granted on a 50-minute hour.


“After completing the certification, we realised there are so many elements to Fathom, and we're not using it to the best of its ability.”

Mask Group
Aaron Sutton
Garbutt & Elliott LLP