See the System in action with Behavioural Cash Flow Planning™ Case Studies

The Behavioural Cash Flow System™

Certified Cash Flow Specialist™ Designation (CCS™)

Certified Cash Flow SpecialistThe Certified Cash Flow Specialist™ Designation (CCS™) is the only nationally accredited Cash Flow Planning™ designation in Canada. The designation is comprised of over 30 hours of education, and all modules and quizzes are completed online. Financial professionals learn a proprietary process designed to enable them to create written cash flow plans for clients.

26 online training modules

All modules and quizzes required to complete the CCS™ designation are online and on-demand. Complete your training when it works with your schedule.Start implementing in as little as 6 training hours.

30.75 ce credits

Awarded for first year of the designation.

Annual case study

We make it easy for you to keep your skills sharp by supplying an annual case study to help you test your proficiency.

Maintaining your CCS™ designation

6 CE credit modules included per year. You don’t pay extra to get the CE credits you’ll require to maintain your CCS™ designation.

Money Finder Pro SoftwareSoftware

Easy, fast and intuitive! The TMF Pro™ software complements your CCS™ Designation by generating beautiful Behavioural Cash Flow Plans™ in less than 15 minutes that can identify whether you can help your client or not. Saving you time and not wasting theirs.

  • Generate Easy-to-follow written reports for clients
  • Save client information automatically with a digital client intake form
  • Review Behavioural Cash Flow Plans™ anytime, and quickly make adjustments.
  • Each Behavioural cash Flow Plan™ is customized based on your clients’ individual goals.


Each month receive a comprehensive marketing package full of valuable tools and content you can use to market your practice to new and existing clients. You will also receive custom visual aids, templates, forms, case studies and more. We employ a dedicated marketing team to create new and fresh material for our CCS™ community every month.


One-on-One Support

Every CCS™ is assigned their very own personalized advisor coach. Our coaches are there for you every step of the way, ensuring your success.

Team Support

When you register for the Behavioural Cash Flow Planning System™ your team also receives full access & support.

Exclusive CCS™ Facebook Group

Interact with like-minded Financial Professionals from across the country.