IGSHPA Accredited Installer (AI) Training - LIVE from the 2022 IGSHPA Conference

by Ryan Carda • Last updated 09/2022

Course description

This course is offered as a hybrid solution – with the majority offered in an online learning environment with the last day in-person at the 2022 IGSHPA Conference in Las Vegas, NV. You also receive the full online course, so you can start early or continue learning after the conference.

Live Webinars (60 minutes long):

  • Module 1: Intro to geo systems - 11/5
  • Module 4: Selecting, Sizing and Designing the Heat Pump System - 11/12
  • Module 5: Designing the Ground Heat Exchanger - 11/19
  • Module 8: System Installation - 12/3

Pre-recorded lessons (completed anytime during the scheduled week):

  • Module 2: Economics, Marketing, Demand Reduction - week of 10/31
  • Module 3: Soils Identification - week of 11/7
  • Module 6: Grouting Procedures for Ground Source Heat Pump Systems - week of 11/14
  • Module 7: Pipe Joining Methods - week of 12/6

Live in Las Vegas, Wednesday 12/7 8:00-10:00 am

  • Module 10 - Heat Pump System Startup and Checkout (including calculations with real-time performance measurements from a live system)
  • Design Example
  • Q&A, Study Guide Review + Exam Prep

Exam will be taken online after the conference in Las Vegas.

Manuals are recommended but not required with this course. They cost $225 and you can buy them directly through IGSHPA.

Conference registration is not included, but training participants get a 50% discount. Details on how to register for the IGSHPA Conference for $100 are inside this course.

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Full course outline

Welcome - Orientation Materials

This course is self-paced, so you don’t need to be logged in at any specific time. You can get started immediately after you enroll and the course materials will remain in your account with minimum guaranteed access for 12 months (1 year) after enrollment.

  • Set up email notifications and your student profile
  • Introduce yourself on the discussion board
  • Register for the IGSHPA Conference - Use the code "3079515" to get 50% off!
Module 1 - Introduction

This week covers the basics of geothermal systems.

  • Presentation slides (.pdf)
  • Intro to Ground Source Heat Pump (GSHP) Systems - Part 1 (12:07 minutes) Preview
  • Intro to Ground Source Heat Pump (GSHP) Systems - Part 2 (25:05 minutes)
  • Introduction (20 questions)
  • Watch: The Renewable Energy System Right Below Your Feet
  • Recording of the Lesson 1 Live Webinar (11/20) (01:10:25 hours)
  • Study Guide for IGSHPA AI Exam (.pdf)
Module 2 - Economics, Marketing and Demand Reduction

Doing a simple payback analysis is a practical first step to take on any geothermal project. There are some simple first steps that will pay off down the road by setting realistic expectations for your prospective client.

  • Presentation slides (.pdf)
  • Economics & Marketing - Part 1 (12:31 minutes)
  • Economics & Marketing - Part 2 (11:40 minutes)
  • Economics & Marketing - LoopLink Example (11:14 minutes)
  • Article: Geothermal Is A Safeguard Against Rising Energy Prices (Optional)
  • Read: Geothermal Pros & Cons
  • Economics, Marketing, and Demand Reduction (10 questions)
Module 3 - Soils Identification

In ground heat exchanger construction, you must be able to identify the type of soil/rock where the installation will take place. First, the soil/rock type will affect the installation methods used. Secondly, the thermal properties of the soil/rock in the area will dictate how much ground heat exchanger piping will be needed. Supplemental lesson courtesy of GRTI.

  • Presentation slides (.pdf)
  • Soil/Rock Identification & Thermal Properties (26:00 minutes)
  • Supplemental Video Lesson - Direct Formation Thermal Conductivity Measurement (16:51 minutes)
  • Supplemental Video slides (.pdf)
  • Soil & Rock Identification & Thermal Properties (20 questions)
Module 4 - Selecting, Sizing and Designing the Heat Pump System

This lesson helps to identify key areas of focus for geothermal systems – including equipment configurations, performance and proper selection

  • Presentation slides - GSHP Performance (.pdf)
  • Presentation slides - GSPH Selection (.pdf)
  • GSHP Performance (23:20 minutes) Preview
  • GSHP Selection (17:52 minutes)
  • GSHP Performance - LoopLink Example (10:53 minutes)
  • Homework Assignment
  • Recording of the Lesson 4 Live Webinar (11/27) (57:15 minutes)
  • GSHP Performance & Selection (20 questions)
Module 5 - Designing the Ground Heat Exchanger

This is the meatiest part of the course because this is what makes a geothermal system unique, and there’s so much to learn. In this week's lesson we’ll make sure you really understand how to properly design the ground heat exchanger.

  • Presentation slides - GHEX Piping (.pdf)
  • Presentation slides - GHEX Design (.pdf)
  • GHEX Piping (24:42 minutes)
  • Closed-Loop GHEX Design (21:56 minutes) Preview
  • Closed-Loop GHEX Design - LoopLink Example (18:49 minutes)
  • Homework Assignment
  • Recording of the Lesson 5 Live Webinar (12/4) (01:20:50 hours)
  • GHEX Design (35 questions)
Module 6 - Grouting Procedures for Ground-Source Heat Pump Systems

Grouting is a critical part of vertically- and horizontally-bored GHEX installation. This module covers all necessary aspects of grouting—how, what, why and when—material courtesy of GeoPro, Inc.

  • Presentation slides (.pdf)
  • Proper Grouting Procedures & Technical Considerations - Part 1 (15:15 minutes)
  • Proper Grouting Procedures & Technical Considerations - Part 2 (12:01 minutes)
  • Proper Grouting Procedures & Technical Considerations - Part 3 (09:28 minutes)
  • Proper Grouting Procedures & Technical Considerations - Part 4 (15:42 minutes)
  • Homework Assignment (.pdf)
  • Homework Resource - Online Grout Volume & Cost Calculator
  • Reading: Product Handling Guide (Optional) (.pdf)
  • Grouting Procedures (20 questions)
Module 7 - Pipe Joining Methods

Heat fusion (butt, socket, sidewall, and electrofusion) is the predominant method of joining plastic pipe in the buried portion of the ground heat exchanger. The loop installer should always consult with the pipe manufacturer for proper fusion procedures. This lesson reviews the basic procedures, necessary equipment, and items to be aware of in the heat fusion process, courtesy of Performance Pipe.

  • Performance Pipe Website
  • Socket Fusion Procedures (09:16 minutes)
  • Butt Fusion Procedures (08:54 minutes)
  • Reading: Fusion Procedures & Qualifications Guide (Optional) (.pdf)
  • Fusion Procedures (20 questions)
Module 8 - System Installation

Now that GSHP system design is well understood, we will discuss the proper installation techniques to help you make sure that the system will work as well as it has been designed.

  • Presentation slides - Interior GSHP Installation (.pdf)
  • Presentation slides - Ground Loop Installation (.pdf)
  • Interior GSHP Piping Design & Installation - Part 1 (22:26 minutes)
  • Interior GSHP Piping Design & Installation - Part 2 (06:49 minutes)
  • Ground Loop Installation - Part 1 (16:27 minutes)
  • Ground Loop Installation - Part 2 (16:30 minutes)
  • Recording of the Lesson 8 Live Webinar (12/11) (01:12:29 hours)
  • System Installation (20 questions)
Module 9 - Flushing & Purging the System

Before a system can be placed into operation, it must be flushed and purged and the proper amount of antifreeze must be added. This lesson will also cover error detection techniques you can use to verify that the loops have been properly connected to the header.

  • Presentation slides (.pdf)
  • Flushing & Purging Procedures (15:33 minutes)
  • Error Detection & Antifreeze Volume (08:32 minutes)
  • Homework Assignment (.pdf)
  • Homework Resource - Antifreeze Volume Calculator (.xlsm) (.xlsm)
  • Flushing & Purging (15 questions)
Module 10 - Heat Pump System Startup and Checkout

With the design and install work complete, the last step in a successful project is to ensure that things are working as they should. This lesson gives an overview of the basic steps to take to check for proper system control/operation after startup and to help diagnose problems if they arise.

  • Reading: How to Measure Forced-Air GSHP Efficiency
  • Presentation slides (.pdf)
  • System Startup, Performance Checking & Troubleshooting (16:37 minutes)
  • Performance Checking (10 questions)
Conclusion - Feedback and Additional Resources

This is our last module but you still have access to the all of course materials for 12 months (1 year), so keep working and you'll be able to complete the course at your own pace. After your year of access expires you can optionally extend access with a HeatSpring Membership. Enjoy the course and keep in touch!

  • 1 Year of Access to Course Materials
  • Feedback: 2-minute Exit Survey
  • Consider Joining as a HeatSpring Member
  • Certificate of Completion: Request a Certificate


Ryan Carda

Principal Engineer, Dandelion Energy

Ryan Carda is Principal Engineer for Dandelion. He is primarily responsible for design and engineering standardization, with a focus on optimizing the performance and lowering the cost of geothermal systems. Prior to that, Ryan co-founded Geo-Connections in 2004 and served as the company’s President until he sold the company to Dandelion. The products Ryan developed... Learn more


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Frequently asked questions

How does this course work?

You can begin this online course instantly upon enrollment. This 10 module course is delivered entirely online. This course is self-paced and you can set your own schedule to complete the materials. You can begin the lecture videos and other course materials as soon as you enroll. During your year of access the instructor will be in the course answering questions on the discussion board. After successfully completing the course, you will be able to generate a certificate of completion.

How long do I have access to the materials?

Students get unlimited access to the course materials as soon as they enroll and for one year (365 days) after enrollment. Rewatch videos and review assignments as many times as you want. View updates the instructor makes to the course as the industry advances. Return to your course anytime with online access from anywhere in the world. After the one year of access expires, access can be extended by joining as a HeatSpring member. A single membership extends access to course materials for all past enrollments.

Is there a certificate of completion?

Yes, when you complete this course you are eligible for a certificate of completion from HeatSpring. You can download your certificate as soon as you have completed all of the course requirements. Students can easily share their verified certificates on their LinkedIn profiles using our LinkedIn integration.

Can I register multiple people?

Yes please visit our HeatSpring for Groups page to get a group discount.

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