Course Content
CPE REQUIRED INFORMATION – START HERE
This section is for those individuals who are seeking CPE for completing this course. Each lesson contains the specific directions for successfully being eligible for continuing education for The Clear Path To Cash Professional Certification Course.
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NASBA Compliant Promotional Materials For The Clear Path To Cash Professional Course
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Clear Path To Cash Certification Program Requirements for CPE Credit
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NASBA Required Policies
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The Clear Path to Cash _ Start With the End in Mind
8 Steps To Maximizing Cash In Your Business
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Skill Booster – Calculating Transferrable Value Worksheet Walkthrough
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Skill Booster – Build Your Brand Worksheet Walkthrough
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The Home Run Financial System
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Skill Booster – The 7 Minute Conversation Worksheet Walkthrough
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Skill Booster – A Closer Look At Mis-Matched Financing
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Skill Booster – Asset Financing Gap
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Mining Your Business For Hidden Cash
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Skill Booster – Mining Your Business For Hidden Cash Spreadsheet
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Skill Booster – Ratio Analysis Spreadsheet
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The Fast Money Formula
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Fast Money Formula
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Forecasting By The Numbers
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How To Deal With Your Banker
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The Simple Valuation Formula
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1
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The Deliberate Exit Strategy
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1.
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The Pathfinder _ Build and Sell
In this module you will learn how to identify your ideal client for advisory services, create a marketing message that entices curiosity, organize your tools and resources for use with your clients.
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Creating Your Offer
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Pricing Your Offer
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Skill Booster – Package Pricing Worksheet Walkthrough
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Creating Your Ideal Avatar
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Organizing your Resources
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Marketing For Curiousity
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Skill Booster – Using Sales Funnel Metrics
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The Sales Pitch
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The Pathfinder _ Execute and Grow
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Onboarding
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Client Training
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Driving Behavioral Change
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Client Migration Strategy
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Practical Exercises
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The CPCP Certification Exam Prep Guide
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Paint Manufacturing Client Evaluation (Optional)
Building Materials Company Forecast (Optional)
The Clear Path To Cash Professional Course (CPE Eligible – 27 hours)
About Lesson

Clear Path To Cash Certification Program Requirements for CPE Credit

Program Overview: The Clear Path To Cash Certification Program is designed to equip participants with essential skills in maximizing cash flow and building advisory services within their accounting practice. The program consists of two main courses, practical exercises, group training sessions, and a final examination.  This course is designed to be completed in a linear path, with the participant completing the Clear Path To Cash course videos and group meetings first, the Pathfinder course videos and group meeting second, then finish with the final exam. 

  1. Course Requirements:
  • The Clear Path To Cash Course:
    • Includes 8 video lessons totaling 6 hours of viewing time.
    • Participants must watch a minimum of 83% of each video lesson to earn credit.
  • The Pathfinder Course:
    • Includes 4 video lessons totaling 6 hours of viewing time.
    • Participants must watch a minimum of 83% of each video lesson to earn credit.
  1. Practical Exercises: OPTIONAL and not required for CPE
  • Upon completion of the video courses, participants may complete practical exercises designed to:
    • Identify cash flow problems.
    • Optimize a cash conversion cycle.
    • Prepare an income statement forecast, cash budget, and balance sheet forecast.
  • Submission of practical exercises is required, and feedback will be provided to assess completion and understanding as an additional resource if needed.
  1. Group Training Sessions:
  • Participants must attend 12 group training sessions, each lasting 60 minutes.
  • Each session complements the respective video lesson to enhance understanding and application of course material.
  • Attendance will be recorded and is mandatory for earning CPE credits.
  1. Final Examination:
  • Participants must pass a 25-question exam covering all 12 topics discussed in the program.
  • The exam is multiple-choice and must be completed within 90 minutes.
  • A passing score of 80% or higher is required to qualify for certification.

Document Submission:

  • Participants must submit completed practical exercises and attend group training sessions as recorded in Tutor LMS.

Certification Requirements:

  • To earn certification and qualify for CPE credits, participants must fulfill all course requirements as outlined above.

Conclusion: The Clear Path To Cash Certification Program is committed to providing high-quality continuing professional education aligned with NASBA Standards. Participants are encouraged to engage fully in all program components to maximize learning outcomes and professional development.

 

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