The Money Finder

The Money Finder is a Financial Services Training Company. We specialize in cash flow planning training programs. Our Money Finder Bootcamp is available in both Canada and the United States. The Canadian version of Bootcamp qualifies for 8 FPCS CE* credits (Financial Planning Standards Council) for CFP Professionals.

We launched a new designation for Canadian advisors—The Certified Cash Flow Specialist™ (CCS™) Designation. Now Cash Flow Planning has a standardized process. The CCS™ gives financial advisors the tools they need to create written cash flow plans, helping clients get more life from the money they already have.

Our materials are delivered webinar style so that you take in new skills through audio and visual mediums. We include workbook exercises, case studies and marketing advice—so that Advisors don’t just learn a skill, they learn how to integrate and market that skill. Most of all, we want the advisors who work with us to Be The Change we need in the Financial Services Industry!

• Do you want to stand out?
• Do you want to help your clients get more life from their money?

You can do it, we can show you how!

*For those who do not have their CFP, Bootcamp online is accredited for 6 CE credits through The Institute for Advanced Financial Education (IAFE).