ESOP Strategy Certification

Become a certified ESOP Strategist.

A 12-week group training programme for law firms, chartered accountants, company secretaries, and financial advisors. Learn the JustEsops 6D framework, master the Atom platform, and start advising your clients on stock options strategy — with templates, pitch training, and the confidence to deliver.

Who This Is For

Built for the professionals who advise companies.

If your clients ask you about ESOPs — or should be asking you — this programme turns that conversation into a structured, high-value advisory service. You will be equipped to design, present, and deliver a complete stock options strategy using the Atom platform.

Law Firms & Legal PracticesChartered AccountantsCompany SecretariesFinancial Advisors & Wealth ManagersHR ConsultantsM&A Advisory FirmsTax Consultants
12-Week Programme

From learning to earning.

01

Weeks 1–3: Philosophy & Framework

Understand why stock options fail, what makes them succeed, and master the 6D framework end to end.

02

Weeks 4–6: Atom Platform Mastery

Hands-on sessions in the Sandbox. Create real scenarios, calculate dilution, and build your first complete client strategy.

03

Weeks 7–9: Legal, Tax & Compliance

Deep dive into the regulatory landscape. Understand every provision that affects your client's scheme.

04

Weeks 10–12: Pitch, Delivery & Certification

Master the ESOP proposal and pitch. Speech exercises, mock presentations, and final certification assessment.

What You'll Learn

Curriculum designed for mastery.

Module 01

The Philosophy of Stock Options

Why most ESOP schemes fail. Understand the difference between a stock option plan and a stock options strategy — and why your clients need the latter.

Module 02

The JustEsops 6D Framework

Master the six dimensions — Why, Who, How Many, What Price, What Conditions, How Often — so you can guide your clients through every strategic decision with clarity.

Module 03

The Atom Platform — Hands-On Training

Learn to use Atom's Sandbox to create grant scenarios, calculate dilution, project employee benefit, and produce a complete stock options strategy for each client.

Module 04

Legal, Compliance & Tax Reality

Navigate SEBI, Companies Act, FEMA, IndAS 102, IFRS 2, and Income Tax provisions with confidence. Understand exercise pricing, valuation, and the dry income problem.

Module 05

The ESOP Proposal & Pitch

Receive ready-to-use templates for the ESOP proposal document, the client pitch presentation, and unique social media content to build your personal brand as an ESOP strategist. Learn how to structure, position, and present your advisory offering.

Module 06

Delivery & Speech Exercises

You will learn not just the content, but how to deliver it with confidence. Weekly speech exercises, mock presentations, and real-time feedback — so you command the room when it matters.

★ Signature Module
What You Get

More than knowledge. A practice.

Certified & Listed on Atom

On completion, you will be certified and listed on the Atom platform as a verified ESOP strategy expert — visible to companies actively looking for professional guidance.

Ready-to-Use Templates

Walk away with professionally designed ESOP proposal templates, pitch presentations, engagement letters, and client communication frameworks.

A New Revenue Stream

Start offering ESOP strategy advisory as a distinct service line. Use Atom on a per-client subscription basis to design, simulate, and deliver strategies to your clients.

Differentiate Your Practice

Most advisory firms treat ESOPs as a compliance checkbox. You will bring a values-first, strategy-driven approach that no spreadsheet or template can replicate.

Continuous Platform Access

After certification, use Atom for every client engagement. Each client subscription gives you full access to the Sandbox, financial projections, and documentation engine.

Group Learning & Peer Network

Train alongside fellow professionals from across the advisory ecosystem. Build a network of certified ESOP strategists for referrals and collaboration.

After Certification

Start helping your clients — immediately.

Once certified, you are listed on the Atom platform as a verified ESOP Strategy Expert. Companies designing their stock options strategy on Atom will be able to find you and engage your services directly.

You will use Atom on a per-client subscription basis — each client engagement gives you full access to the Sandbox, financial projections, and the legal documentation engine to deliver a complete strategy.

This is not a certification that sits on your wall. It is a certification that opens a new revenue stream and transforms how you advise your clients on equity.

Get Started

The next cohort is forming.

12 weeks. Once a week. Group training. Templates, pitch coaching, speech exercises, and full Atom platform certification. Apply now to secure your place.

Apply for Certification