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What is the CCS™ DESIGNATION?

The 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.

How to become a CCS™

Year 1Designation Training
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.

30.75 CE CREDITS

Awarded for first year of the designation. (6 credits for every subsequent year in the designation).

MaintainingYour 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.

ANNUAL CASE STUDY

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


What you’ll Recieve

MARKETING MATERIALS

We provide you with social media images, postcard templates, seminar guidelines, and so much more!

CASH FLOW PLANNING SOFTWARE

Software included - generate Cash Flow Plans quickly and easily with this specialized software and increase plan implementation.

ANNUAL SYMPOSIUM

Connect with CCS Professionals from nearly every province in Canada. Sharpen your Cash Flow Planning skills, listen to influential keynote speakers, and meet Team Money Finder!

CASH FLOW TOOLS

Receive custom tools including visual aids, templates, forms, case studies, and more!

ONE-ON-ONE SUPPORT

Our Follow-Up Success Manager is available to help you at any stage of your training. Book a call and increase the value of your training!

COACHING CALL

Every month your group coaching call answers any questions you may have, and offers the insight of your peers.

ONLINE FORUM & EXCLUSIVE CCS FACEBOOK GROUP

Interact with financial professionals from across the country in our exclusive online forum and CCS™ Facebook group.

This is not just another designation,
it’s a whole new way of doing business.Differentiate your practice.
  • I love the reactions of clients who have gone through the process and they light up when they figure out that I'm not just like every other advisor. Yes, I need to implement solutions/products at the end of the day to formalize our working relationship, but the approach and how I make the plan more about their wants and needs is the enlightening thing to the client. It's about them!

    James Bilcox, Sun Life Financial, Alberta

    The best part about being a CCS™ is being part of a group of like-minded advisors that are trying to truly change clients' lives for the better, and also paving the way in the industry for a better way of doing things.

    Shaun Thibert, Sunview Financial Management, British Columbia

  • The Money Finder system provided me with a proven Cash Flow Planning™ process. My clients are benefiting from return on net worth, saving more toward retirement, and effectively eliminating debt. Clients appreciate the valuable advice you are providing, and thus become more loyal and trustworthy.

    Brendan Gardner, Love & Persson Group, Manitoba

    I was trying to create a spreadsheet and educational seminars to help both my clients and myself with their cash flow habits. When I heard Stephanie’s seminar, it had many elements that I had created, and other elements that were in my plan to develop. Then the realization that the CCS™ Designation was recognized by MFDA became the credibility that I needed to move forward with the process.

    Bev Large, Stellar Money Matters Financial Services, Alberta

  • What is really unique about Cash Flow Planning™ is that it shows people they have way more money available to them than they thought possible and this helps them to really stick to the process. Further, if the goal is something beyond just saving money—something personal like spending more time with family—the client will be motivated to stick with the plan on an emotional level.

    Janet Fish, Equuis Wealth Management Inc.™, British Columbia

    Clients often feel they must sacrifice something now in order to see significant gains down the road. The Money Finder Cash Flow Planning™ Process give clients the freedom to focus on what’s important to them now and in the future without giving up what they consider important today.

    Weston Fader, Atlas Wealth Financial, Alberta

  • I love the reactions of clients who have gone through the process and they light up when they figure out that I'm not just like every other advisor. Yes, I need to implement solutions/products at the end of the day to formalize our working relationship, but the approach and how I make the plan more about their wants and needs is the enlightening thing to the client. It's about them!

    James Bilcox, Sun Life Financial, Alberta

  • The best part about being a CCS™ is being part of a group of like-minded advisors that are trying to truly change clients' lives for the better, and also paving the way in the industry for a better way of doing things.

    Shaun Thibert, Sunview Financial Management, British Columbia

  • The Money Finder system provided me with a proven Cash Flow Planning™ process. My clients are benefiting from return on net worth, saving more toward retirement, and effectively eliminating debt. Clients appreciate the valuable advice you are providing, and thus become more loyal and trustworthy.

    Brendan Gardner, Love & Persson Group, Manitoba

  • I was trying to create a spreadsheet and educational seminars to help both my clients and myself with their cash flow habits. When I heard Stephanie’s seminar, it had many elements that I had created, and other elements that were in my plan to develop. Then the realization that the CCS™ Designation was recognized by MFDA became the credibility that I needed to move forward with the process.

    Bev Large, Stellar Money Matters Financial Services, Alberta

  • What is really unique about Cash Flow Planning™ is that it shows people they have way more money available to them than they thought possible and this helps them to really stick to the process. Further, if the goal is something beyond just saving money—something personal like spending more time with family—the client will be motivated to stick with the plan on an emotional level.

    Janet Fish, Equuis Wealth Management Inc.™, British Columbia

  • Clients often feel they must sacrifice something now in order to see significant gains down the road. The Money Finder Cash Flow Planning™ Process give clients the freedom to focus on what’s important to them now and in the future without giving up what they consider important today.

    Weston Fader, Atlas Wealth Financial, Alberta