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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The Clear Path to Cash _ Start With the End in Mind
8 Steps To Maximizing Cash In Your Business
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The Home Run Financial System
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Mining Your Business For Hidden Cash
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The 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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The Deliberate Exit Strategy
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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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The Pathfinder _ Execute and Grow
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APMG Exam For Certification & CPE
This module guides you through the process of preparing for and taking the Clear Path To Cash Professional (CPCP) certification exam to earn your digital badge and CPE credit for the course.
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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.
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