The Certified Cash Flow Specialist (CCS) designation program includes 15 classes (31 FP Canada-Approved CE Credits) that covers behavioural spending concepts, debt management, and cash flow formulas to develop strategies for real change. Dues and designation maintenance requires a subscription.
3 seats (including 1 routing/assign role)
Three (3) CacheFlo Advise accounts designed for financial professionals, associates and assistants on your team.
One of the CacheFlo Advise accounts is a dispatcher (routing/assign role), giving a team member a view of all households across their team and the ability to transfer households between CacheFlo Advise accounts.
Our client-facing app helps keep spending on track by simplifying a client's finances and allowing them to connect and share their financial information with your team's CacheFlo Advise accounts.
Financial Capability Program
The Financial Capability Program (FCP) includes 12 lessons that combine quick and practical lessons with tools, including Winton, which helps your clients make financial changes they can stick to. Learners can apply what they've learned to their financial situation, thus bridging the knowing-doing gap. The goal of the FCP is to help people get more life from their money.
Your clients are organized in CacheFlo Advise as households, and you get a max. of 1000 households across your team.
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Connect to your client's Winton account and get real-time access to your client's financial information.
Marketing materials to help attract prospects and re-engage existing clients regarding cash flow management.
Create a personalized cash flow report in CacheFlo Advise that breaks down your clients' financial information and next steps, so they know how to stay on track.
Export high-level financial and contact information of all your clients.
Find out how much your clients can safely spend, and what you can safely put toward investments, savings, and their goals.
Find out your client's personalized spendable, so they know how much is safe to spend, and adjust it within our recommended ranges so you can make choices that fit with their lifestyle.