Course Content
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.
0/4
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.
0/4
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.
0/3
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.
0/5
APMG Exam For Certification
Certification is administered by APMG International. This section will provide you with instructions on creating a testing account and accessing the Clear Path To Cash Professional (CPCP) exam.
0/4
Pathfinder – The Clear Path To Cash Professional Certification Course
About Lesson

The “Clear Path to Cash” syllabus offers a comprehensive guide for individuals aiming to enhance their expertise in financial management and advisory services. It covers technical financial concepts and the structural aspects of building an advisory service program, focusing on identifying financial mismanagement, mastering the working capital cycle, increasing cash flow speed, and understanding profit versus cash. Additionally, it includes building an advisory service offer, client engagement, and leveraging financial tools for business growth. This program is designed for financial advisors of small businesses, providing them with the knowledge to act as informed advisors and execute an effective advisory services program.

Exercise Files
Clear Path to Cash Syllabus v1.0.pdf
Size: 577.61 KB
0% Complete