Behavioural cash flow planning

No longer available

Please register to watch this session.

This 3 hour session qualified for 2.75 FP Canada approved CE credits.

This session is no longer available for free on-demand at this location. Please proceed to the CacheFlo Learn Store to access the workshop. Until March 31, 2023 use the promo code BCFPWSAVE50 to save 50%.

Presented by

img

Stephanie Holmes-Winton

Stephanie Holmes-Winton is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001 to 2011. She then sold her practice and took her concept to start a training program for other advisors.

 

In 2013, Stephanie launched the Certified Cash Flow Specialist designation program (which qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.