Ikigai Certifications · ICA and ICL
Bring ikigai to the people you advise and lead.
Clients want their wealth to mean something. Teams want work that matters. Ikigai Certifications equip advisors and leaders to help people discover their reason for being, deepen trust and loyalty, and turn purpose into lasting results.
Browse the Ikigai Certified Directory →Two credentials
ICA
Ikigai Certified Advisor
For professionals who work with clients: financial professionals, philanthropic advisors and executive coaches.
- Deliver Ikigai Policy Statements that put each client’s reason for being in their own words.
- Connect wealth with meaning, so money serves what matters most to your clients.
- Deepen client relationships with the people and families you serve, across generations.
ICL
Ikigai Certified Leader
For leaders and managers who want purpose at the center of how their teams work. Launching in 2027.
- Lead from your own ikigai, grounded in your values and strengths.
- Help each person on your team define, refine and activate their reason for being.
- Build a purpose-driven culture where people and performance flourish together.
What you’ll deliver
The Ikigai Policy Statement
A policy statement for a life well lived: a person’s values, strengths and three capitals (financial, intellectual and relational), with intentional commitments to stewardship, legacy and flourishing, in their own words. Advisors create them with clients; leaders, with the people they lead. Each becomes a compass to return to, and a conversation that deepens every relationship.
Eight modules
Both certifications follow the same eight modules, and each module is designed around the key attributes of an advisor or a leader: advisors apply it to the clients they guide, leaders to the people they lead. Complete the full program to earn the credential. Earned through deliverables.
Modules 1–4 · Foundations
1Core Values
Name what you stand for and how it guides your decisions.
DeliverableYour top five core values
2Strengths-Based Leadership
Lead from your CliftonStrengths and bring out the best in others.
DeliverableYour strengths-based leadership profile
3Flourishing
See well-being across the domains of human flourishing.
DeliverableYour flourishing baseline and roadmap
4Sanpo Yoshi
Good for the seller, the buyer and society
Create value that benefits everyone it touches.
DeliverableA value map: good for you, those you serve and society
Modules 5–8 · Application
5Legacy Planning
Flourishing domains
Shape what you want to pass on, well beyond money.
DeliverableYour legacy vision
6Stewardship in Action
Three forms of capital
Put time, talent and resources to work for what matters.
DeliverableYour stewardship plan
7The Next ROI
Return on Ikigai
Personalize “returns” around your reason for being, grounded in framing, mindset and perspective.
DeliverableYour Return on Ikigai scorecard
8Ikigai Policy Statement
Capstone
Bring it together in a personal statement of purpose and commitments.
DeliverableYour Ikigai Policy Statement
How it works
Three stages to certification
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1Stage 1 · Modules 1–4
Foundations
Build the foundation: core values, strengths, flourishing and Sanpo Yoshi.
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2Stage 2 · Modules 5–8
Application
Put it to work through legacy, stewardship, The Next ROI and the Ikigai Policy Statement.
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3Stage 3 · Deliverables
Capstone and certification
Complete your deliverables, including an Ikigai Policy Statement, to earn the credential and join the directory.
Two ways to certify
In person or virtual
June 1–2, 2027
In-person certification
Connected to the Ikigai Leadership Retreat. Stage 1 is held on site, just before the retreat begins.
- Stage 1 on site, June 1 (2 p.m.) to June 2 (noon), 2027, just before the Ikigai Leadership Retreat
- Retreat registration opens soon; share your interest to hold a place
- Retreat fee is separate
- Stages 2 and 3 completed virtually
Ikigai Certified Advisor or Leader$3,500Certification only. The retreat is a separate fee.
Opens April 2027
Virtual certification
- Modules 1–4 open April 2027, at your own pace
- Then join a live virtual cohort; dates shared soon
- The same credential and deliverables
Ikigai Certified Advisor or Leader$3,500
What certification includes
Earned through deliverables
Complete a series of deliverables, ending with your own Ikigai Policy Statement as the capstone.
Tools to serve clients
Certified Advisors receive the tools to deliver Ikigai Policy Statements to their clients.
A lasting credential
Certification renews every two years, keeping your practice current with the method.
A place in the directory
You are listed in the Ikigai Certified Directory.
FAQ
Frequently asked questions
How much does certification cost?
The Ikigai Certified Advisor (ICA) and the Ikigai Certified Leader (ICL) are each $3,500, in person or virtually. In-person certification does not include the Ikigai retreat, which is a separate registration and fee.
Which certification is right for me?
Choose the ICA if you guide clients, as a financial or philanthropic advisor, family office leader or executive coach. Choose the ICL if you lead a team or an organization.
What is the difference between in person and virtual?
Both follow the same three stages and lead to the same credential. In person, you complete Stage 1 on site alongside an Ikigai retreat, then finish Stages 2 and 3 virtually. Retreat registration opens soon, and we will hold your place. Virtual begins in April 2027: you work through Modules 1–4 on your own, then join a live virtual cohort to complete Stages 2 and 3.
When can I start?
Virtually, in April 2027, when Modules 1–4 open for independent work; you then join a live virtual cohort when its dates are set. In person, Stage 1 runs June 1 (2 p.m.) to June 2 (noon), 2027, just before the Ikigai Leadership Retreat.
How much time does it take?
Plan on 3 hours a week while modules are open, including live cohort sessions.
Do I need to attend the Ikigai Leadership Retreat?
Only if you certify in person. In-person Stage 1 is held alongside the retreat, so you also join the retreat, and each has its own fee. Retreat registration opens soon; share your interest and we will hold your place. Virtual certification does not require the retreat.
Does the retreat count toward certification?
No. The retreat’s themes draw on the curriculum, but the credential is earned only by completing all three stages.
How is certification earned?
By completing all eight modules and your deliverables, including an Ikigai Policy Statement as the capstone.
What is included?
The full curriculum, your deliverables review, a listing in the Ikigai Certified Directory and, for Ikigai Certified Advisors, the tools to deliver Ikigai Policy Statements to your clients.
How long does certification last?
Certification renews every two years. Renewal is $500.
How do I register?
Choose your certification and format, then register and pay to reserve your place. There is no application review.
Become Ikigai Certified.
For advisors who guide clients and leaders who develop teams. Join the first Ikigai Certified Advisors and Ikigai Certified Leaders.