Master behavioural cash flow management with CacheFlo Learn and be the hero that helps people find more life from their money


The real problems

A growing number of us need help managing debt and spending so that we can achieve our financial and lifestyle goals.

Behaviour is key

Understanding spending habits requires an understanding of why we make certain financial choices.

Online courses
Hours of content
FP Canada
CE credits (FPSC)
Economics & Spending: 
Part 1
Herding can influence your client to overspend or sell funds out of fear, it is also one of the most effective tools you can use to help them.

Our solution

We designed courses to focus on behavioural finance and cash flow management, showing you how to develop strategies for real change.

Certified Cash Flow Specialist

The CCS designation program helps financial professionals become fluent in behavioural spending concepts, debt management, and cash flow formulas.


$50 -


Unlimited access to purchased course content!
1 - 2 CE credits from FP Canada (FPSC)
Course completion certificates


An annual renewal fee of $299 starts 12 months from the purchase date.
Unlimited access to CCS course content
30 CE credits from FP Canada (FPSC)
+ 30 day free trial access to Cacheflo Advise
Course completition certificates
Certified Cash Flow Specialist (CCS) designation (18-month completion date)

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