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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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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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

NASBA Promotional Materials

Clear Path To Cash Certification Course
Earn 27 CPE Credits with Our Comprehensive Financial Management Program

Course Overview
The Clear Path To Cash Certification Course provides an in-depth and engaging learning experience for professionals aiming to enhance their financial management skills. This blended learning program combines live group coaching sessions with asynchronous self-paced video lessons and a final examination, offering a thorough exploration of essential financial topics.

Key Features

  • 27 CPE Credits: Earn 27 Continuing Professional Education credits upon successful completion of this course.
  • Blended Learning Environment: Engage in a combination of live interactive sessions and flexible self-paced learning.
  • Expert Instructors: Benefit from the expertise of industry leaders with extensive experience in financial advisory and cash flow management.
  • Comprehensive Curriculum: Study critical topics such as financial statement analysis, ratio analysis, and cash flow optimization.
  • Final Examination: Demonstrate your knowledge with a 25-question final exam.

Course Structure

  • Live Group Coaching Sessions (12 CPE Hours):

    • Total Sessions: 12
    • Duration: 1 hour per session (minimum of 50 minutes)
    • Modules Covered: Each session covers one module of the Clear Path To Cash Certification Course.
    • Attendance: Mandatory for earning CPE credit. Attendance is recorded in TutorLMS.

  • Asynchronous Self-Paced Video Course (14 CPE Hours):

    • Completion Requirement: Participants must watch at least 83% of each video lesson to earn CPE credit (equivalent to 50 minutes of a 60-minute credit hour).
    • Tracking: Video completeness is recorded in TutorLMS.
    • Review: Courses were reviewed on May 17, 2024, by Larry Weinstein, CPA, CPCP, to ensure content currency and compliance with industry standards.

  • Final Examination (1 CPE Hour):

    • Exam Questions: 25 multiple-choice questions
    • Passing Score: 80% or higher
    • Duration: 90 minutes to complete

Course Modules

  1. Start With The End in Mind: Build a business with a clear exit strategy from the beginning.
  2. The Home Run Financial System: Analyze financial statements quickly and effectively.
  3. Mining Your Business For Hidden Cash: Identify hidden cash in business operations.
  4. The Fast Money Formula: Optimize your cash conversion cycle.
  5. Forecasting By The Numbers: Develop accurate financial forecasts.
  6. How To Deal With Your Banker: Build and maintain effective relationships with bankers.
  7. The Simple Valuation Formula: Value your business using a simple formula.
  8. The Deliberate Exit Strategy: Create a deliberate plan for exiting your business.
  9. Build Your Advisory Services Program: Develop a comprehensive advisory services program.
  10. Sell Your Advisory Services Program: Learn techniques for selling advisory services.
  11. Execute Your Advisory Services Program: Implement your advisory services program successfully.
  12. Grow Your Advisory Services Program: Expand and enhance your advisory services program.

Learning Objectives

Analyze Financial Statements:

  • By the end of this course, participants will be able to accurately analyze financial statements, identify at least five key financial metrics, and interpret their impact on business performance.

Optimize Cash Flow:

  • Participants will develop the ability to create and implement a cash flow optimization plan, including at least three techniques to improve financial forecasting and manage cash flow effectively.

Build and Grow Advisory Services:

  • Participants will learn and apply at least three effective strategies for building, marketing, and expanding advisory services programs, including the ability to create a comprehensive business plan.

Conduct a Meaningful Client Conversation:

    • Participants will be able to conduct meaningful client conversations using The Elevation Sequence from the Client Conversation Coach, effectively applying at least four techniques to motivate clients and drive action.

Instructional Delivery Methods

  • Live Sessions: Interactive group coaching sessions.
  • Asynchronous Learning: Self-paced video lessons.
  • Examination: Final assessment to validate learning outcomes.

Recommended CPE Credit and Field of Study

  • Total CPE Credits: 27
  • Field of Study: Finance, Accounting, Management Services, Business Management & Organization, Economics, Personal Development, Production

Prerequisites

  • Basic knowledge of financial statements and business operations.

Program Level

  • Intermediate

Advance Preparation

  • No advance preparation is required.

Program Description
The Clear Path To Cash Certification Course is a blended learning program aimed at enhancing the financial management skills of professionals. It covers essential topics such as financial statement analysis, cash flow optimization, business valuation, and advisory services. Participants will engage in live group coaching sessions, complete self-paced video lessons, and conclude with a final examination.

Course Registration and Attendance Requirements

  • Registration: Visit cashflowmike.com to register.
  • Attendance: Mandatory for live sessions, tracked in TutorLMS.

Refund Policy

Complaint Resolution Policy

Official NASBA Sponsor Statement
Cash Flow Mike, LLC  is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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