The three-day water treatment certification curriculum.
Water science on day one, product knowledge on day two, and the sales day on day three. Twenty seats, three consecutive days, taught by a Texas Master Plumber and certified by HALO Water Systems.
What is covered in the three-day water treatment certification?
Day one is water science and certification: water chemistry, contaminant identification, reading a water quality report, field testing, and the first of three certification exams. Day two is product knowledge, what each HALO system does, which home needs which one, and how to present every product with authority. Day three is the sales curriculum: using a water test as a sales tool, presenting to a homeowner, pricing, objection handling, and local marketing.
The order is deliberate. A technician who can sell but cannot read a water report will get caught out in somebody's kitchen. A technician who knows the chemistry cold but cannot price the job will never make the company a dollar. The class builds competence first and then builds the thing that turns competence into revenue.
Days one and two make you competent. Day three makes you money.
Day one: water science and certification
The technical foundation and the first certification exam. By the end of day one a technician can read a municipal water quality report the way an inspector reads it, run a field test correctly, and explain what the numbers mean without reaching for a brochure.
Water Science & Certification
Chemistry, contaminants, and the paperwork every household in America receives once a year and almost nobody reads.
- Water chemistry and contaminants
- Contaminant identification
- Reading a quality report like an inspector
- Field testing technique
- HALO technology and why it works
- Certification exam
Reading a Consumer Confidence Report is the skill with the longest tail. Every utility publishes one annually, most homeowners have never opened theirs, and hardness is a secondary standard so the EPA does not require it to appear at all. In four of the seventeen tour cities the utility does not publish a hardness figure. That is not a gap in the class, it is the reason the class teaches field testing.
Day two: product knowledge and presentation
The HALO line, what each system solves, and which home needs which one. A unit is in the room to see and touch. Nothing is installed. Attendees are licensed plumbers who already know how to hang equipment, so the day is spent on everything that happens before the wrench comes out.
Product Knowledge & Presentation
Knowing the equipment well enough to recommend it without hedging, and to defend the recommendation in a homeowner's kitchen.
- The core HALO systems, including the HALO 5, H2 Zero Ultimate, Hybrid, H2 Zero Carbon, Ultra Plus RO and CK10
- Sizing and application, which home needs what
- Presenting each product like an expert
- A unit in the room to see and touch
- The warranty and support answers customers ask
- Failure points and what causes callbacks
- Certification exam
This is the day that changed. An earlier version of this curriculum described day two as installation and service on live equipment. It is not, and it never should have been. Your technicians install equipment for a living. Teaching them to do it again is three hours of their life you are paying $5,000 for.
Day three: selling water treatment
The day Roger Wakefield built himself, and the reason the other two days pay for themselves. Using a water test as a sales tool, presenting to a homeowner without sounding like a salesman, pricing and packaging, the four objections that kill the sale, and how to market water quality in your own town.
Selling Water Treatment
Nothing in the industry's longer certifications covers this. It is the gap between a technician who knows water and a technician who sells water treatment.
- The water test as a sales tool
- Presenting without sounding like a salesman
- Pricing and packaging
- The four objections that kill the sale
- Marketing water quality in your own town
- What to do in the first two weeks back
- Certification exam
Close rate is the only variable that training moves. You cannot train a technician into more service calls a day, and raising the installed price to make a spreadsheet work is not a strategy. Day three exists because close rate is the number that responds. What that is worth is on the revenue per truck calculator.
What does the $5,000 seat include?
All three days of instruction, the HALO Certified Water Quality Expert certification, a complete water testing kit the technician takes home, all course materials, and catered lunch each day. Travel and lodging are not included and are the only additional cost.
HALO Certified Water Quality Expert
Issued by HALO Water Systems on completion of the three certification exams, one at the end of each day; the credential is awarded on day three. It is a certification, not a licence: it does not authorise plumbing work and it does not replace any state or local licensing requirement that applies to you.
| Item | Included |
|---|---|
| Three days of instruction | Included |
| HALO Certified Water Quality Expert certification | Included |
| Complete water testing kit | Included Goes home with the technician. |
| All course materials | Included |
| Catered lunch daily | Included |
| Equipment purchase or inventory commitment | None. No minimum order, no territory, no franchise fee. |
| Travel and lodging | Not included. |
The testing kit is the line that matters most and the one owners overlook. A certification the technician cannot act on Monday morning is a certificate. A technician who walks back onto the truck with a kit in his hand can test the next house he enters. What a seat returns against what it costs is worked out on the profit margin page.
Questions about the curriculum
Is anything installed during the three days?
No. Nothing is installed at any class. This is a knowledge class. Attendees are licensed plumbers who already know how to hang equipment, so the three days are spent on everything that happens before the install: reading the water, knowing the product, and selling the job. A HALO unit is in the room on day two to see and touch.
Who should attend, a technician or an owner?
Both work, and they get different things out of it. The class is taught at a level any technician can follow, and it is built for the person who has to turn water knowledge into revenue, which in most companies is an owner, a general manager or a team lead. Owners who attend tend to come back and restructure how the whole crew handles the water question. Who to send at each fleet size is covered on the owners page.
Does the technician need a separate license to sell water treatment?
A licensed plumber can install and service water treatment equipment as part of normal plumbing work. Licensing is set by state and by locality, so confirm your own jurisdiction, but no additional license is created or required by this certification.
What is the certification at the end?
HALO Certified Water Quality Expert, awarded by HALO Water Systems. There is a certification exam at the end of every day: 50 questions on day one, 40 on day two and 30 on day three, with an 80 percent pass mark and a retest the next morning for any section missed. The credential is awarded on day three. HALO provides the certification syllabus and the credential is licensed into the tour, which is owned and operated by Roger Wakefield, LLC.
How does this compare to a longer water treatment certification?
It is a different purchase. The Water Quality Association's Certified Water Specialist is the industry's deep technical credential, it runs roughly 36 weeks, and it requires six months of prior point-of-use or point-of-entry selling experience before a candidate can sit it. If your technician has never sold water treatment, that door is not open to him yet. Three days is the on-ramp, and nothing in WQA's 36 weeks is a sales day. The full cost comparison is on the profit margin page.
Why is the class capped at twenty seats?
Because day three is coaching, roleplay and working your own numbers, and none of that survives a room of fifty people. Twenty is the largest room where every attendee still gets worked with individually. When a city fills, it fills.
Reviewed August 27, 2026
Three days. Twenty seats. Pick your city.
Carlsbad opens the tour October 27-29 and Dallas follows November 3-5. More cities are announced as those two fill. Apply and we will call you.
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