Echelon Institute

Get Certified.
Get Deployed.

Every Echelon agent goes through Institute before they are cleared to sell. These are not webinars. They are product certifications designed to make you genuinely effective in the field.

4 Certification Tracks
13+ Modules
40+ Lessons
Agent Access Required
The Path

From Application to Active Agent

Five steps. One path. No shortcuts.

1
Apply

Submit your application on the Echelon site.

2
Vetted

Every applicant is reviewed by the Arrowhead team. We are selective because our clients deserve professionals who take ownership seriously.

3
Enroll

Accepted agents get access to Echelon Institute. Choose your certification track based on the products you want to sell.

4
Certify

Complete your product certifications. Pass the exams. You are not deployed until you can sell with conviction and accuracy.

5
Deploy

You are live. Start closing. Earn residuals from day one. Build your Principal network whenever you are ready.

Certification Tracks

Four Tracks. Four Products. Your Playbook.

Each certification prepares you to sell a specific product in the Arrowhead portfolio. Complete one or all four.

Agent Access Required
Course content is available to vetted Echelon agents. Log in or apply to join.
Ready Now
Track 1
AquiferHQ
ISO Management
4 modules 9 lessons ~2.5 hrs
Modules
  • ISO Business (2 lessons)
  • AquiferHQ Platform (3 lessons + quiz)
  • Selling AquiferHQ (2 lessons)
  • Certification Exam
Agent Access Required
Track 2
Embedded Payments 101
0030 + Penumbra
6 modules 13 lessons ~3 hrs
Modules
  • The Payments Landscape
  • 0030 Payments
  • Merchant Acquiring and Buyrate Economics
  • High-Risk Verticals
  • Penumbra Orchestration
  • Certification Exam
Agent Access Required
Track 3
Merchant Kings
Merchant Growth
4 modules 8 lessons ~2 hrs
Modules
  • The Merchant Growth Problem
  • Selling MK Services (3 lessons + quiz)
  • Full-Stack Pitch
  • Certification Exam
Agent Access Required
Track 4
Penumbra
Payment Orchestration (Enterprise)
5 modules 10 lessons ~2.5 hrs
Modules
  • The SaaS Payments Problem
  • Penumbra Architecture
  • The Enterprise Sale (3 lessons + quiz)
  • Competitive Landscape
  • Certification Exam
Agent Access Required
Earn Your Credentials

Completed certifications appear on your Echelon agent profile.

Echelon Certified
AquiferHQ
Echelon Certified
0030 Payments
Echelon Certified
Merchant Kings
Echelon Certified
Penumbra
Echelon Full Stack
Cleared to represent the full Arrowhead portfolio
Complete All 4 Tracks
Get Started

Ready to Get Started?

Applications go through the Echelon vetting process. Once accepted, you will get access to Institute.

No W2 required. This is a 1099 engagement.
Residuals from day one. Your first closed account starts your book.
Backed by Arrowhead Advisory Group.