Advisor
Comfort Advisor
Guides homeowners from discovery to the right system, built on real load calculations and honest comparisons.
Usually from a shop of about 7. 22 required, 15 recommended and 4 elective skills in 3 stages.
Stages follow the tiers: Foundation, then Core, then Advanced. Skills inside a stage are in learning order.
Stage 1 · Foundation
12 required · 4 recommended
Required
- PPE and jobsite hazards Foundation & Safety Safety-critical
- Ladders and fall protection Foundation & Safety Safety-critical
- Lockout / tagout Foundation & Safety Safety-critical
- Emergency first aid Foundation & Safety Safety-critical
- Refrigerant and nitrogen handling safety Foundation & Safety Safety-critical
- Heat, matter and pressure Foundation & Safety
- Industry orientation Foundation & Safety
- Efficiency ratings literacy Foundation & Safety
- Electrical shock and burn prevention Electrical & Controls Safety-critical
- Carbon monoxide safety Heating Safety-critical
- Building science fundamentals Building Science & IAQ
- Customer communication fundamentals Business & Leadership
Recommended
- Combustion fundamentals Heating
- Furnace configurations and components Heating
- Psychrometrics fundamentals Building Science & IAQ
- Filtration Building Science & IAQ
Stage 2 · Core
9 required · 3 recommended · 4 elective
Required
- Rigging, hot work and confined spaces Foundation & Safety Safety-critical
- Heat pump types and selection Cooling & Heat Pumps
- Efficiency standards and incentives Building Science & IAQ
- Manual J load calculation Design & Commissioning
- Manual S equipment selection Design & Commissioning
- Explaining system options to homeowners Business & Leadership
- Rebates and incentive programs Business & Leadership
- Comfort advisor sales process Business & Leadership
- Pricing and proposals Business & Leadership
Recommended
- Refrigerant types and blends Refrigeration Circuit
- A2L refrigerant fundamentals Refrigeration Circuit Safety-critical
- Moisture and vapour control Building Science & IAQ
Elective
- Ventilation strategies Building Science & IAQ
- Air purification and pollutant control Building Science & IAQ
- Humidification and dehumidification Building Science & IAQ
- Digital tools and remote diagnostics Business & Leadership
Stage 3 · Advanced
1 required · 8 recommended
Required
- Cold-climate heat pump performance Cooling & Heat Pumps
Recommended
- Panel capacity for electrification Electrical & Controls
- Variable-speed systems Cooling & Heat Pumps
- Dual-fuel systems Cooling & Heat Pumps
- Energy auditing Building Science & IAQ
- Heat pump sizing strategies Design & Commissioning
- Manual D duct design Design & Commissioning
- Existing system performance optimisation Design & Commissioning
- Regulatory and technology transition Business & Leadership