Create plans with purpose, action, and simplicity: by understanding the values and behaviours your clients have with money.
More than ever, people need help with managing their debt and spending so that they can see a clear path to achieving their financial and lifestyle goals. What can help them? Tools and advice can create motivation, but lasting change comes from creating consciousness and taking action.
Hours of Content
We believe that behavioural finance can design the right structures to create incremental progress and build a system for smarter choices with our money. A small change in behaviour goes a long way in making sure clients have the strongest foundation possible to maximize what's possible with their current financial situation.
That's why at the heart of all financial planning and everyday decisions is the Behavioural Cash Flow Strategy™: an intentional, personalized, and simple plan that guides smart spending decisions while automatically moving the financial trajectory forward.
The CCS™ Designation Program is designed to help financial professionals become fluent in behavioural spending concepts, debt management, and cash flow formulas - so that they can help any level of client become fluent in their own power and take control of their complete personal financial situation.
Cash Flow and Spending Advice
Finding Money to Plan With
Behavioural Cash Flow Management
Behavioural Client Profiles
To help clients take control of their personal finances and maximize the possibilities with their current financial situation.
Determine differences between cash flow strategies and budgets.
Understand the difficulties of sorting expenses and spending based on predefined budgeting categories used by the above budgeting strategies.
Assess personal biases around what they value financially vs. what others may value.
Demonstrate capability to identify gaps in financial data and understand how that correlates to spending leaks.
Possess ability to effectively understand and explain how mental math and electronic spending influence and undermine traditional budgeting methods.
This 1.5-hour class teaches students about various types of budgeting and explores how applicable behavioural economic theories explain why typical budgeting methods aren’t effective compared to cash flow strategies.
The Certified Cash Flow Specialist™ designation program is open for new applications. Schedule a course walkthrough to learn more and have your specific questions answered: