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
Creating Your Offer
24:47
Pricing Your Offer
24:12
Skill Booster – Package Pricing Worksheet Walkthrough
17:28
Organizing Your Resources
24:48
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
Creating Your Ideal Avatar
36:10
Marketing For Curiousity
42:13
Skill Booster – Using Sales Funnel Metrics
34:21
The Sales Pitch
36:01
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
Onboarding
28:03
Client Training
23:14
Driving Behavioral Change
33:55
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
Client Migration Strategy
24:04
Practical Exercises
02:31
The CPCP Certification Exam Prep Guide
09:41
Exercise #1 - Paint Manufacturing Client Evaluation (Optional)
Exercise #2 - Building Materials Company Forecast (Optional)
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
Clear Path To Cash Professional (CPCP) Syllabus
00:00
Sample Test by APMG International
00:00
Instructions for Registering and Taking Your Exam
00:00
Register To Take The Certification Exam with APMG
00:00
Pathfinder – The Clear Path To Cash Professional Certification Course
Please complete previous Lesson first
Practical Exercises
0% Complete