CacheFlo Learning

Train in behavioural cash flow management and be the hero that helps people find more life from their money.

What we offer

A growing number of people need help with managing their debt and spending so that they can achieve their financial and lifestyle goals. Understanding people's spending habits requires an understanding of why people make certain financial choices.

We designed a series of courses that focuses on behavioural finance, and cash flow management to show you how to develop the right strategies and mindset to promote incremental behavioural change within your client base.

6+
Online courses
10+
Hours of content
Interactive
Curriculum
FA Canada
CE credits (FPSC)

What we offer

A growing number of people need help with managing their debt and spending so that they can achieve their financial and lifestyle goals. Understanding people's spending habits requires an understanding of why people make certain financial choices.

We designed a series of courses that focuses on behavioural finance, and cash flow management to show you how to develop the right strategies and mindset to promote incremental behavioural change within your client base.

Skills aquired
Debt management
Cash flow & spending advice
Finding money to plan with
Behavioural cash flow management
Behavioural client portals

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