All policies & agreements

Advisor Academy

Certification & Qualification Policy

Effective September 9, 2026 · Last updated September 9, 2026 · Version 2026-09-09

This Nuveda AI Advisor Academy Certification & Qualification Policy (“Policy”) establishes the standards governing Academy completion, assessments, qualification, certification, identity verification, eligibility review, integrity requirements, retesting, disqualification, and potential progression into the Nuveda AI Business Advisor Program.

This Policy forms part of and is incorporated into the Nuveda AI Advisor Academy Terms of Service (“Academy Terms”).

No separate signature or separate electronic acceptance of this Policy is required.

1. Purpose

The Nuveda AI Advisor Academy (“Academy”) is designed to provide individuals with foundational knowledge concerning:

  • Nuveda AI;
  • the Nuveda AI platform;
  • business use cases;
  • customer discovery;
  • communicating customer value;
  • responsible sales practices;
  • platform positioning;
  • Business Advisor responsibilities;
  • compliance expectations;
  • and other information relevant to potential Business Advisor qualification.

Completion of the Academy is intended to establish a baseline level of knowledge.

Academy completion does not guarantee appointment as a Nuveda AI Business Advisor.

2. The Academy Is Free

Enrollment in and completion of the Nuveda AI Advisor Academy are 100% free.

Nuveda AI does not require Participants to pay:

  • tuition;
  • enrollment fees;
  • training fees;
  • certification fees;
  • examination fees;
  • starter-kit fees;
  • mandatory software fees;
  • or other required participation fees

merely to complete the Academy.

3. No Required Purchase

Participants are not required to purchase:

  • Nuveda AI subscriptions;
  • credits;
  • products;
  • services;
  • marketing packages;
  • training materials;
  • inventory;
  • leads;
  • or other Nuveda AI products or services

merely to complete the Academy or qualification process.

4. Participant Status

An individual participating in the Academy is a Participant.

Academy participation alone does not make the Participant:

  • an employee;
  • independent contractor;
  • agent;
  • representative;
  • salesperson;
  • Business Advisor;
  • partner;
  • franchisee;
  • or other authorized representative of Nuveda AI.

Authorization to act as a Business Advisor arises only after the separate Business Advisor appointment process is completed.

5. Training Requirements

Nuveda AI may require completion of designated Academy training before a Participant becomes eligible for qualification.

Training requirements may include:

  • required modules;
  • videos;
  • written materials;
  • platform information;
  • sales education;
  • compliance education;
  • security education;
  • policy education;
  • assessments;
  • or other required learning activities.

6. Required Modules

Nuveda AI may designate specific Academy modules as mandatory.

Participants must complete required modules in accordance with applicable Academy requirements before qualification.

Nuveda AI may update Academy content as the platform, Program, technology, legal requirements, or business practices evolve.

7. Training Completion

A Participant may be required to complete all designated training before attempting the final qualification assessment.

Nuveda AI may use technical records to verify:

  • module completion;
  • training progress;
  • assessment eligibility;
  • timestamps;
  • account activity;
  • or other legitimate completion information.

8. Assessment

Nuveda AI may require a qualification assessment before a Participant can qualify for potential Business Advisor appointment.

The assessment is intended to evaluate whether the Participant demonstrates an appropriate understanding of relevant Academy material.

9. Passing Standard

Unless Nuveda AI establishes a different standard for a particular assessment, the passing score for the Nuveda AI Business Advisor qualification assessment is:

90%

A score below the required threshold does not constitute successful qualification.

10. Assessment Content

Assessments may evaluate knowledge concerning:

  • Nuveda AI positioning;
  • platform capabilities;
  • customer discovery;
  • customer needs;
  • responsible sales practices;
  • pricing concepts;
  • commission rules;
  • advertising requirements;
  • compliance;
  • security;
  • privacy;
  • Business Advisor responsibilities;
  • customer communication;
  • escalation procedures;
  • and other Academy material.

11. No Guarantee of Passing

Enrollment or completion of training does not guarantee that a Participant will pass an assessment.

Nuveda AI does not guarantee:

  • a passing score;
  • qualification;
  • certification;
  • appointment;
  • leads;
  • customers;
  • sales;
  • commissions;
  • or income.

12. Assessment Integrity

Participants must complete assessments honestly.

Prohibited conduct may include:

  • impersonation;
  • having another person complete an assessment;
  • unauthorized sharing of assessment answers;
  • unauthorized access to answer keys;
  • manipulation of assessment systems;
  • falsification of completion records;
  • bypassing required training;
  • fraudulent identity information;
  • or other conduct intended to defeat the integrity of the qualification process.

13. Use of AI During Assessments

Nuveda AI may establish rules governing use of artificial intelligence, search engines, external assistance, notes, or other resources during assessments.

Participants must comply with the instructions presented for the applicable assessment.

Use of unauthorized assistance may invalidate an assessment result.

14. Assessment Monitoring

Nuveda AI may use reasonable technical and administrative measures to protect assessment integrity.

Such measures may include review of:

  • timestamps;
  • attempts;
  • completion patterns;
  • account activity;
  • security events;
  • identity-verification status;
  • or other information reasonably relevant to assessment integrity.

15. Retakes

A Participant who does not achieve the required passing score may be permitted to retake an assessment.

Nuveda AI may establish reasonable requirements concerning:

  • waiting periods;
  • additional training;
  • number of attempts;
  • remediation;
  • review of Academy materials;
  • or other retake conditions.

16. No Fee for Retakes Unless Program Changes

Under the current Academy structure, Nuveda AI does not charge a Participant merely to retake the standard qualification assessment.

If the Academy structure materially changes in the future, Nuveda AI will provide appropriate notice and review applicable legal requirements before imposing any required fee.

17. Qualification

A Participant who satisfies applicable Academy requirements and achieves the required assessment score may be designated as having successfully completed the Academy qualification requirements.

Qualification indicates that the Participant satisfied the applicable Academy educational standard.

Qualification does not itself constitute appointment as a Business Advisor.

18. Certification

Nuveda AI may issue an Academy certificate or other evidence of successful qualification.

A certificate indicates successful completion of the applicable Academy requirements as of the date issued.

It does not create:

  • employment;
  • Business Advisor appointment;
  • agency authority;
  • commission rights;
  • customer ownership;
  • guaranteed leads;
  • guaranteed sales;
  • or guaranteed income.

19. Nature of Certification

Nuveda AI Academy certification is an internal Nuveda AI credential.

Unless expressly stated otherwise, it is not:

  • a government license;
  • government certification;
  • academic degree;
  • professional license;
  • state-issued credential;
  • regulatory approval;
  • or government endorsement.

Participants and Advisors must not represent it as such.

20. Certificate Use

A qualified Participant may display an authentic Nuveda AI Academy certificate in a truthful manner consistent with Nuveda AI branding and applicable policies.

The certificate may not be:

  • altered to misrepresent qualification;
  • transferred;
  • sold;
  • assigned;
  • duplicated deceptively;
  • used by another individual;
  • or represented as a credential it is not.

21. Certification Status

Nuveda AI may maintain records concerning whether certification is:

  • active;
  • expired;
  • suspended;
  • revoked;
  • superseded;
  • or subject to recertification.

Certification status may be affected by subsequent Program requirements.

22. Identity Verification

Nuveda AI may require identity verification before:

  • final qualification;
  • certification;
  • eligibility approval;
  • Business Advisor onboarding;
  • activation;
  • or another Program milestone.

Nuveda AI currently uses Didit as a third-party identity-verification service provider for certain identity-verification activities.

23. Identity-Verification Requirements

Participants must provide truthful information during identity verification.

A Participant may be required to:

  • establish identity;
  • confirm age;
  • confirm applicable eligibility information;
  • complete authenticity checks;
  • or satisfy other legitimate anti-fraud requirements.

Nuveda AI may rely upon verification results or status information provided through its authorized verification process.

24. Failed or Incomplete Identity Verification

If identity verification:

  • cannot be completed;
  • produces inconsistent information;
  • indicates potential fraud;
  • requires additional review;
  • or otherwise fails applicable requirements,

Nuveda AI may delay or decline qualification, certification, onboarding, or appointment pending further review.

25. No False Identity

A Participant may not:

  • use another person's identity;
  • create false identity records;
  • submit falsified identity documents;
  • manipulate identity-verification systems;
  • maintain duplicate identities for deceptive purposes;
  • or knowingly provide materially false identity information.

Such conduct may result in immediate disqualification.

26. Eligibility Review

Successful Academy completion does not eliminate Nuveda AI's ability to conduct a legitimate eligibility review before Business Advisor appointment.

Eligibility considerations may include:

  • identity verification;
  • minimum-age requirements;
  • jurisdiction;
  • legal restrictions;
  • Program availability;
  • prior misconduct;
  • fraud concerns;
  • compliance concerns;
  • conflicts of interest;
  • ability to satisfy Program requirements;
  • and other legitimate business considerations.

27. Age Requirements

Participants must satisfy applicable minimum-age requirements.

Unless Nuveda AI expressly establishes a different lawful standard for a particular jurisdiction, a Business Advisor applicant generally must be at least 18 years old.

28. Jurisdictional Eligibility

The Business Advisor Program may not be available in every jurisdiction.

Nuveda AI may limit appointment where:

  • legal requirements have not been satisfied;
  • Program infrastructure is unavailable;
  • payment or tax administration is unavailable;
  • regulatory requirements create material restrictions;
  • sanctions or export-control restrictions apply;
  • or Nuveda AI has another legitimate reason for not operating the Program in that jurisdiction.

29. Business Advisor Application

Qualification may permit a Participant to proceed to the Business Advisor application or onboarding process.

Qualification does not require Nuveda AI to appoint the Participant.

30. Nuveda AI Approval

Business Advisor appointment requires approval by Nuveda AI.

Nuveda AI may reasonably evaluate whether an applicant satisfies applicable Program requirements before appointment.

Any approval or denial must remain subject to applicable law.

31. Separate Business Advisor Agreement

A qualified Participant does not become a Nuveda AI Business Advisor until the Participant:

  • satisfies applicable Academy requirements;
  • satisfies applicable identity-verification and eligibility requirements;
  • receives or qualifies for Nuveda AI approval;
  • completes applicable onboarding requirements; and
  • separately electronically accepts the Nuveda AI Business Advisor Agreement.

Until those requirements are completed, the Participant has no authority to act as a Nuveda AI Business Advisor.

32. No Commission Before Appointment

Academy participation, qualification, or certification alone does not create commission eligibility.

A Participant does not earn Business Advisor commissions merely by:

  • enrolling;
  • completing modules;
  • passing an assessment;
  • obtaining a certificate;
  • completing identity verification;
  • or becoming eligible to apply.

Commission rights, if any, arise only under the Business Advisor Agreement and applicable incorporated Program policies.

33. No Guaranteed Leads

Qualification or certification does not guarantee:

  • leads;
  • customer assignments;
  • territories;
  • sales opportunities;
  • enterprise opportunities;
  • or Company-generated prospects.

34. No Guaranteed Earnings

Qualification or certification does not guarantee:

  • sales;
  • commissions;
  • recurring commissions;
  • income;
  • financial results;
  • or any particular level of success.

35. No Employment Guarantee

The Academy is not a promise of employment.

Completion does not guarantee:

  • a job;
  • salary;
  • wages;
  • benefits;
  • paid time off;
  • working hours;
  • or employee status.

36. No Authority Before Appointment

Before formal Business Advisor appointment, a Participant may not represent that they are authorized to:

  • bind Nuveda AI;
  • negotiate contracts on behalf of Nuveda AI;
  • approve pricing;
  • promise discounts;
  • make legal commitments;
  • make security guarantees;
  • sign customer agreements;
  • represent themselves as an employee;
  • or otherwise act with authority they have not been granted.

37. Misrepresentation of Status

A Participant may not falsely claim to be:

  • a Nuveda AI employee;
  • an approved Business Advisor;
  • an Account Executive;
  • a Forward-Deployed Engineer;
  • an executive;
  • an authorized legal representative;
  • or another Nuveda AI role

unless actually appointed to that role.

38. Confidential Academy Material

Nuveda AI may designate Academy materials as confidential, proprietary, or restricted.

Participants may not improperly:

  • distribute assessment answers;
  • publish restricted training materials;
  • sell Academy materials;
  • reproduce proprietary materials commercially;
  • or use restricted materials to create an unauthorized competing training program.

39. Intellectual Property

Nuveda AI retains its rights in Academy:

  • content;
  • videos;
  • scripts;
  • graphics;
  • assessments;
  • training materials;
  • trademarks;
  • branding;
  • documentation;
  • and other proprietary materials.

Participation does not transfer ownership of Nuveda AI intellectual property.

40. Academy Misconduct

Conduct that may result in corrective action or disqualification includes:

  • cheating;
  • impersonation;
  • fraud;
  • falsification;
  • harassment;
  • abusive conduct;
  • unauthorized system access;
  • deliberate security violations;
  • misuse of confidential materials;
  • assessment manipulation;
  • identity fraud;
  • or other serious violations of Academy requirements.

41. Investigation

Nuveda AI may investigate suspected Academy misconduct.

Nuveda AI may temporarily:

  • hold assessment results;
  • delay certification;
  • suspend Academy access;
  • request additional information;
  • require identity re-verification;
  • or take other reasonable measures while reviewing suspected misconduct.

42. Opportunity to Respond

Where reasonably appropriate, Nuveda AI may provide a Participant an opportunity to respond to suspected misconduct before a final disqualification decision.

Immediate action may be taken where necessary to protect:

  • security;
  • other users;
  • assessment integrity;
  • confidential information;
  • Nuveda AI systems;
  • or prevent fraud.

43. Disqualification

Nuveda AI may disqualify a Participant for legitimate reasons including:

  • failure to complete required training;
  • failure to achieve the passing score;
  • identity-verification failure;
  • fraud;
  • cheating;
  • falsification;
  • material policy violations;
  • security misconduct;
  • jurisdictional ineligibility;
  • or other material failure to satisfy qualification requirements.

44. Effect of Disqualification

A disqualified Participant may lose:

  • assessment eligibility;
  • certification eligibility;
  • Academy access;
  • eligibility for Business Advisor appointment;
  • or other Academy privileges.

Disqualification does not create an entitlement to compensation.

45. Reapplication

Nuveda AI may permit a previously disqualified or unsuccessful Participant to reapply or repeat Academy requirements.

Nuveda AI may impose reasonable conditions such as:

  • waiting periods;
  • remediation;
  • retraining;
  • identity re-verification;
  • additional assessment;
  • or compliance review.

Serious fraud or misconduct may result in permanent ineligibility where lawful and appropriate.

46. Recertification

Nuveda AI may require Business Advisors or previously qualified Participants to complete recertification where reasonably necessary.

Reasons may include:

  • significant platform changes;
  • major pricing changes;
  • material Program changes;
  • regulatory developments;
  • compliance updates;
  • prolonged inactivity;
  • repeated policy violations;
  • or substantial changes to Academy content.

47. Continuing Education

Nuveda AI may require continuing training after Business Advisor appointment.

Such requirements may be governed by the Business Advisor Agreement and applicable Program policies.

48. Certification Expiration

Nuveda AI may establish an expiration or renewal period for certification.

If an expiration period is introduced, Nuveda AI will communicate the applicable requirements.

Expiration of certification may affect future Program eligibility but does not automatically eliminate commissions already legally earned.

49. Certification Revocation

Nuveda AI may revoke or suspend an Academy certification where the certification was obtained through:

  • fraud;
  • impersonation;
  • cheating;
  • falsification;
  • manipulation;
  • or another material integrity violation.

Certification may also be affected by later serious misconduct where applicable Program rules expressly provide for such action.

50. Recordkeeping

Nuveda AI may maintain records concerning:

  • enrollment;
  • training completion;
  • assessment attempts;
  • scores;
  • qualification;
  • certification;
  • identity-verification status;
  • disciplinary action;
  • recertification;
  • and other legitimate Academy administration.

51. Privacy

Information collected in connection with Academy qualification is handled in accordance with the Nuveda AI Advisor Academy Privacy & Data Notice and applicable law.

52. Changes to Qualification Requirements

Nuveda AI may prospectively modify Academy and qualification requirements where reasonably necessary to reflect:

  • platform changes;
  • new products or capabilities;
  • Program development;
  • legal requirements;
  • compliance needs;
  • security requirements;
  • customer expectations;
  • or legitimate business needs.

Nuveda AI should not retroactively characterize a Participant as having failed a requirement that did not apply when the applicable qualification was completed.

53. No Vested Right to Future Appointment

Qualification or certification does not create a vested or permanent right to future Business Advisor appointment.

Nuveda AI may require current eligibility requirements to be satisfied before appointment.

54. No Transfer

Academy qualification and certification are personal to the Participant.

They may not be:

  • sold;
  • transferred;
  • assigned;
  • inherited;
  • loaned;
  • or used by another person.

55. Relationship to Other Documents

This Policy should be read together with:

  • the Nuveda AI Advisor Academy Terms of Service; and
  • the Nuveda AI Advisor Academy Privacy & Data Notice.

If the Participant later becomes an approved Business Advisor, the separate Nuveda AI Business Advisor Agreement and incorporated Business Advisor Program policies will govern the Business Advisor relationship.

56. Incorporation into Academy Terms

This Certification & Qualification Policy forms part of and is incorporated into the Nuveda AI Advisor Academy Terms of Service.

The Participant does not need to separately:

  • sign this Policy;
  • electronically sign this Policy;
  • check a separate acceptance box for this Policy;
  • or execute a separate agreement.

The Policy is incorporated through the Participant's electronic acceptance of the Academy Terms.

Nuveda AI may maintain electronic records identifying the version of this Policy that was made available with or incorporated into the applicable Academy Terms.

57. No Separate Electronic Acknowledgment

This Policy intentionally does not contain a separate Electronic Acknowledgment.

The comprehensive Academy Electronic Acknowledgment is contained in the Nuveda AI Advisor Academy Terms of Service.

The Participant's electronic acceptance of those Academy Terms constitutes acceptance of this incorporated Certification & Qualification Policy.

NUVEDA AI LLC Nuveda AI Advisor Academy Huntersville, North Carolina, United States