CacheFlo Learning

Behavioural finance and cash flow management training for financial professionals.

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Includes a total of 30 CE credits from FPSC, and + 30-day free trial access to Cacheflo Pro. New courses are released monthly and 18 months is given to complete the CCS certification. Annual dues of $299 start 12 months from purchase date, which provides the right to use and market yourself as a Certified Cash Flow Specialist (CCS), designation maintenance and continued access to course material and marketing library. Read More

Class 1 of the CCS Designation. Flaws of Budgeting uses behavioural economic theories to explain why typical budgeting methods aren't compatible with human behaviour. This class will underline the difficulties of traditional expense categorizing, the inadequacies of modern mental math tracking, and will identify those unique scenarios when budgets can help. Students will also be guided to assess personal biases around financial priorities and will learn how to identify gaps in client data and understand how that correlates to spending leaks.    Read More

Class 2 of the CCS Designation. Committed and Spendable provides a simple, cash flow focused alternative to traditional and ineffective budgeting methods.  Students will learn how to understand the concepts of Committed and Spendable cash flow categories and how to use them to help their clients with their debt, saving and spending goals. This course will also explore how to use various economic behaviour theories to identify coded motivations based on client communication and personal priorities. Read More

Class 3 of the CCS Designation. Part 1 of Behavioural Economics & Spending provides insight into ideas of market saturation, homo-economicus and 5 key economic behavioural theories. Learners will be guided through an in-depth exploration of these theories, be provided with interactive examples of industry studies and learn the true influence of these biases over everyday spending decisions. Read More

Class 4 of the CCS Designation. Part 2 of Behavioural Economics & Spending dives into 6 more behavioural economic theories that influence spending. Learners will be guided through an in-depth exploration of these theories, be provided with interactive examples of industry studies and start to draw real-world comparisons to their client's habits. Read More

Class 5 of the CCS Designation. Part 3 of Behavioural Economics & Spending reviews the complete list of behavioural economic theories explored in parts 1 and 2. Each theory involves short, interactive summaries and continues onto practical application strategies designed to help recognize, avoid or take advantage of behavioural tendencies. Read More

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