NABCEP PVTS study plan

Map every PV Technical Sales task area (site assessment, customer qualification, production and savings estimating, financial analysis, proposal and contracting, permitting and interconnection, safety and code) into a one-page checklist you can self-score.

Define the full sales cycle from first inquiry to permission to operate, and write one sentence describing the seller's responsibility at each stage.

Build a spreadsheet that converts a customer's monthly kWh usage and utility rate structure into annual consumption and cost baseline figures.

List the top ten questions to ask a residential or commercial customer during intake and explain why each answer changes the system design.

Practice reading a utility bill to extract rate schedule, tier structure, demand charges, and net metering terms.

Compute annual kWh production for a proposed array using specific yield assumptions, and state the assumptions explicitly.

Calculate the difference between a customer's pre-solar and post-solar bill under both net metering and net billing rules.

Explain to a hypothetical customer how shading, azimuth, tilt, and module temperature affect production.

Perform a virtual site assessment from satellite imagery and describe what still requires an on-site visit.

Identify structural, roof-age, and electrical service constraints that can disqualify or resize a project.

Size a system to offset a target percentage of annual usage and justify the chosen offset.

Document the safety hazards a salesperson must recognize during a site visit and the correct response to each.

Build a 25-year cash flow model including incentives, financing, degradation, and utility rate escalation.

Compute payback period, levelized cost of energy, and internal rate of return for one scenario and check the results for sanity.

Compare cash purchase, loan, lease, and power purchase agreement structures on the same project.

Explain the difference between gross and net system cost after tax credits and rebates.

Draft a proposal that states scope, equipment, production estimate, savings estimate, exclusions, and assumptions.

Identify the contract terms a customer must understand: escalation, assignment, production guarantees, and cancellation rights.

Outline the permit and interconnection sequence for a residential project and name the documents typically required.

List the code and standard references a technical salesperson should be able to cite by name, without quoting clause text.

Practice a 15-minute customer presentation that moves from usage baseline to recommended system to financial outcome.

Prepare answers to the ten most common customer objections, each grounded in numbers rather than opinion.

Explain production variability and how to set expectations so a customer is not surprised by seasonal output.

Describe how to handle a customer who wants a system size that the site cannot support.

Re-score yourself against the week 1 task-area checklist and rank remaining gaps by exam weight and personal weakness.

Re-derive production, savings, payback, and levelized cost calculations from memory without notes.

Review the financial and permitting steps you got wrong in weeks 4 and 5 and correct your reference notes.

Summarize the ethics and consumer-protection expectations for solar sales, including accurate savings claims.

Complete timed practice sets across all task areas and log every missed question by category.

Re-teach your five weakest areas aloud or in writing as if explaining to a new colleague.

Verify that you can produce a full proposal and financial summary for an unseen scenario within 90 minutes.

Finalize a one-page formula and reference sheet you can review in the days before the exam.