Pathfinder – Build
In this module you will learn how to build your offering, price your packages, and organize your tools and resources for use with your clients.
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Pathfinder – Sell
In this module you will learn how to identify your ideal client for advisory services, create a marketing message that entices curiosity, and deliver a sales pitch that creates paying clients.
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Pathfinder – Execute
In this module you will learn how to onboard clients onto your advisory services packages, train them on your routine and terminology, and communicate your message so they want to take action on your advice.
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Pathfinder – Grow
In this module you will learn how to quantify and prove your clients return on investment, techniques that add value and delight clients during every meeting, and explore strategies that encourage client migration up the value chain.
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APMG Exam For Certification – NOT YET CONNECTED – DO NOT USE
The current exam is still under the GROW portion of the Pathfinder Course. If you are taking the exam, please go there to complete. Thanks,
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Please complete previous Quiz first
Clear Path To Cash Professional Certification Exam (CPCP)
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