Become a Certified Cashflow Advisor

Elevate your expertise. Expand your reach. Build the business you were meant for.

Set Yourself Apart with a Powerful Designation

The Institute of Certified Cashflow Advisors (ICCA) offers a practical, high-impact training program that leads to your designation as a Certified Cashflow Advisor (CCA).

This certification is more than a title — it’s your gateway to using the CCA Discovery Plan and accessing the full power of the CCA Business Development Program.

You’ll gain the knowledge, tools, and sales psychology training to help people with their finances — even if they’re not shopping for a product right now.

Unlock 9 New Revenue Streams

Certified CCA Advisors get exclusive access to our Elite Training Modules. These advanced trainings give you the knowledge and confidence to discuss and refer 9 additional financial products — without conflicting with your current licenses.

Learn how to grow your income while providing real value to your clients.

You’ll be trained in:

Traditional Business Loans
Non-traditional Business Loans
Business Credit Builder
Invoice Factoring
Equipment Financing
Credit Card Stacking
Private Mortgage Loans
Credit Repair
Payment Processing

Go Beyond the 2% – Reach the 90% Who Need You

Traditional sales focus only on the 2–3% actively looking to buy.

CCA Advisors are trained to reach the 70–90% of people who are financially anxious — the ones who need help but aren’t raising their hands yet. You’ll learn how to serve them first — building trust, solving problems, and naturally attracting business instead of chasing it.

Be the Preferred Advisor, Not Just Another Option

Most financial professionals offer similar products, rates, and service. What sets you apart?

The CCA Certification shows you how to elevate your position in your client’s mind — from salesperson to strategic advisor. You’ll be trained to position your value in a way that deeply resonates with clients, increasing trust, referrals, and loyalty.

Master Cashflow Planning and the CCA Sales Method

Learn how to create powerful cashflow plans that replace outdated budgeting techniques.

You’ll be trained in the proven CCA Sales Method, a three-phase process of:

1. Discovery – Understand the real-life story behind your client’s financial decisions

2. Development – Build a plan based on what matters to them

3. Deployment – Show how your services help them move toward their goals

This isn’t sales training. It’s transformation training — for both you and your clients.

Learn the Psychology of Loyalty and Demand Creation

The CCA Certification includes powerful sales psychology training — focused on creating demand instead of chasing it. You’ll discover how to use GAP selling to identify where your client is now, where they want to be, and how your services bridge the gap.

This approach makes selling natural, empowering, and collaborative.

Clients don’t feel sold — they feel supported.

Earn the Right to Stand Out

After completing the online training, you’ll take a final exam to verify your knowledge and mastery of the CCA Sales Method and core tools. Once passed, you’ll receive your official certification and gain the right to use the CCA designation professionally.