Find the money to fund your clients' financial plans.

The Behavioural Cash Flow System™ exclusively for Financial Planners and Advisors.

What’s included in the Behavioural Cash Flow Planning System™?

CCS™ Designation

The Certified Cash Flow Specialists™ Designation includes training in our proprietary Behavourial Cash Flow Planning Process™. Learn at your convenience and start implementing in as little as 6 hours.

Software

Generate written reports in minutes to visually show clients the impact a Behavourial Cash Flow Plan™ can have on their financial dreams.

Marketing

Each month receive a comprehensive marketing package including tools and social media images designed to showcase the value of Behavourial Cash Flow Planning™.

Support

Support is available to you at any time. Get your questions answered through monthly group coaching calls, connect with other advisors in the CCS™ Facebook Group, or contact our support team through phone, email or live chat.

Hundreds of Financial Professionals from all major firms are using the Behavioural Cash Flow System™. Financial Advisors like you!


What our CCS™ Advisors are saying about the Behavioural Cash Flow Planning System™

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The Behavioural Cash Flow System™ is the missing tool that enables an advisor to work well with their clients. It provides the information they need to make good plans and create the futures their clients deserve.


Shirley Watson, CCS, EPC, FCSI

Equity Associates Inc.

Behavioural Cash Flow Plans™ can give your clients a new lease on life. For one young woman, I was able to free up approximately $1200 a month that she is now using to secure her future with the right products, and still focus on her short term goal of buying a new car.


Les Trevor, CCS, CFP

IPC Investment Corporation

Advisors should consider the CCS™ because we're entering a new landscape in the Canadian Financial Services Industry. It is becoming more transparent, and if you don't have a unique value proposition, then you will be at a disadvantage in the next phase of this industry.


James G. Bilcox, CCS, CFP, FMA, PFP

Sunlife Financial