Loan Officer Mastery Course
Become a Clear Path To Cash Certified Banker
Master Financial Analysis to Strengthen Business Relationships
A Comprehensive Training / Coaching Program Teaching Loan Officers the Skills to Analyze Financials, Grow Loan Portfolios, and Strengthen Client Relationships.
Embark on a Transformative Journey to Master Financial Analysis, Featuring a Dynamic Online Course and Personalized Weekly Live Coaching Sessions. Designed specifically for loan officers, business bankers, and relationship managers, this training helps you grow loan portfolios, strengthen client relationships, and elevate your impact in your community.
What if You Could Unlock Hidden Insights to Grow Your Loan Portfolio and Strengthen Client Relationships This Week?
What Is The Clear Path To Cash?
What Is The Clear Path To Cash Banker Membership?
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LEARN AT YOUR OWN PACE
Over 6 Hours of In-Depth Video Lessons
Lesson 1: Start With the End in Mind
In the first power-packed video lesson, "Start With The End In Mind," you’ll embark on a journey to redefine your role as a banker and elevate your impact in your community.
Learn how to identify and articulate your unique value as a trusted advisor, giving you a competitive edge in building stronger relationships with business clients. Discover how to measure the financial health of your clients’ businesses and provide insights that set you apart in the banking industry.
But that’s not all—Cash Flow Mike will show you how to help business owners build transferable value, paving the way for their long-term success and stability. You’ll gain the tools and knowledge to strengthen your client relationships, grow your loan portfolio, and make a lasting impact on the businesses you serve. Get ready to revolutionize the way you approach financial analysis and relationship management.
Lesson 2: The Home Run Financial System
In this power-packed session, you’ll gain critical insights into understanding the five types of businesses and how to identify where your clients fit. This knowledge will help you tailor your approach to better support their financial goals and optimize their success. You’ll also learn how to effectively navigate client personalities and build stronger, trust-based relationships that drive long-term loyalty.
As we dive deeper, you’ll master "The 7 Minute Financial Conversation," a powerful tool to quickly assess a company’s financial statements. Whether it’s uncovering key metrics or educating your business clients on what to focus on, this skill will set you apart as a trusted advisor.
With this session, you’ll gain the confidence and expertise to guide your clients through financial conversations that strengthen relationships, grow their success, and ultimately help you expand your loan portfolio. It’s a game-changer for your role as a banker.
Lesson 3: Mining Business For Hidden Cash
Lesson 4: The Fast Money Formula
In this "Fast Money" lesson, you’ll explore how to help your clients master cash budgeting and profit planning, unlocking strategies to maximize their financial resources. Learn to identify and address seasonal financing needs, ensuring your clients’ businesses stay financially healthy year-round.
Gain a comprehensive understanding of different cash flow types and how to guide your clients in leveraging them for stability and growth. You’ll also learn how to evaluate and structure debt effectively, providing valuable insights that strengthen your role as a trusted banker.
With "The Fast Money Formula," you’ll gain the expertise to help your clients accelerate their cash flow, strengthen their businesses, and deepen their trust in you as a financial partner.
Lesson 5: Forecasting By The Numbers
In this session, you’ll become a financial strategist, mastering the skills to help your clients create a one-year financial plan that positions their businesses for growth and stability.
You’ll learn how to guide clients in crafting pro forma income statements to forecast future revenue and expenses, providing them with clear financial insights. Discover the value of building a pro forma cash budget to create a balanced financial roadmap, and explore balance sheet forecasting to gain a comprehensive view of their financial health. Finally, dive into the details of a comprehensive cash flow analysis, equipping you to help clients optimize their cash flow management.
With "Forecasting By The Numbers," you’ll elevate your role as a trusted advisor, empowering your clients to strategically plan for their future while growing your bank’s loan portfolio and strengthening your impact in the community.
Lesson 6: How To Deal With Your Banker - Teach Your Client
In this invaluable session, you’ll learn how to help your clients better understand the banking process and secure the funding they need to grow their businesses. Teach them the importance of properly financing growth and how to avoid common pitfalls that can derail their financial plans.
Explore the "5 C’s of Credit" and how to use them as a tool to educate clients on what banks look for when evaluating loan applications. By understanding these principles, your clients will build stronger relationships with your bank, making it easier to collaborate and achieve their goals.
This lesson will empower you to guide your clients toward sustainable growth, laying the foundation for long-term financial success and fostering trust between the business owner and the bank.
Lesson 7: The Simple Valuation Formula
In this powerful session, you’ll uncover the two key valuation approaches—the asset approach and the earnings approach—and learn how to use these methods to guide your clients in understanding the value of their businesses.
With the asset approach, you’ll help clients evaluate their businesses based on tangible and intangible assets, giving them a clear picture of their foundational worth.
With the earnings approach, you’ll focus on valuing a business based on its earning potential, helping clients understand how profitability and future performance drive their valuation.
This session equips you, as a banker, with the tools to educate your clients on the importance of business valuation, fostering deeper trust while positioning yourself as a valuable partner in their financial success.
Lesson 8: The Deliberate Exit Strategy
In this final session, you’ll dive into the essentials of succession planning and learn how to help your clients prepare for a seamless transition in their businesses' future.
Guide your clients in determining the best course of action for their exit strategies, whether it’s selling the business, transferring ownership to a family member, or exploring other options. Help them understand the importance of building a business that supports their long-term financial goals and creates a lasting impact.
This session empowers you, as a banker, to educate clients on crafting a solid succession plan that secures their financial future while strengthening the trust and partnership between you and your client.
Here’s What Other Students Had to Say About "The Clear Path To Cash" Training
As a banker, this program has been a game-changer for how I work with clients. The live coaching sessions and video lessons gave me practical tools to quickly analyze financial statements and uncover opportunities for my clients. The resources are easy to use, and I’ve already applied what I’ve learned to help a client restructure their finances. It’s definitely worth it for anyone looking to add more value to their client relationships.
WAIT! THERE'S MORE...
Weekly live coaching with Cash Flow Mike to guide you and ensure your success
In the live coaching sessions, you’ll work directly with Cash Flow Mike as he provides expert guidance to enhance your financial strategies and analysis.
These interactive meetings offer personalized advice, actionable insights, and the opportunity to address your unique client challenges, helping you strengthen relationships and drive lasting success.
Full digital bundle of worksheets, spreadsheets, and supplemental reference material
As part of this book bundle, you'll gain exclusive access to a comprehensive set of resources designed to empower you on your journey to financial mastery and business success. With this comprehensive package, you'll be equipped with the knowledge, tools, and confidence to navigate the financial landscape and elevate your businesses to new heights of prosperity.
Access to the Clear Path to Cash App to analyze financials and uncover opportunities for your clients
Cash Flow Mike’s expertise is built directly into the Clear Path to Cash App, providing you with powerful tools to navigate financial challenges with confidence. The app becomes your go-to resource for analyzing financials, uncovering hidden opportunities, and staying ahead of key trends. With this access, you’ll have everything you need to support your clients, grow your portfolio, and streamline your path to success.
Clear Path To Cash Membership
Earn Your Recognition as a Clear Path to Cash Certified Banker
With the Clear Path To Cash Banker Membership, your purchase of the video course includes access to live weekly coaching sessions, a private support community, the powerful Clear Path to Cash app, and the opportunity to earn the Clear Path to Cash Banker Certification upon completing the course—all included as long as your membership is active.
Each week, we dive into key topics related to financial analysis, client relationships, and cash flow management, ensuring you gain practical strategies and a deeper understanding of the material. These interactive coaching sessions provide the perfect platform to ask questions, seek guidance, and collaborate with like-minded professionals.
By completing the video course, you’ll enhance your financial expertise and earn a recognized certification that sets you apart as a trusted advisor in the banking community. This membership equips you with the tools, support, and recognition to elevate your career and make a meaningful impact. Join today and take the next step in your professional journey.