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About Clear Path to Cash Professional

Clear Path to Cash Professional Overview

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A man and a woman standing together in an office, smiling as they review content on a tablet device.

Benefits of Clear Path to Cash Professional

For Advisors

  • Earn the respected CPCP designation.
  • Gain proven conversation techniques to win trust faster.
  • Access tools that save hours of prep time and improve impact.
  • Strengthen client retention and increase revenue through advisory services.

For Clients

  • Uncover hidden cash and increase profitability.
  • Improve loan readiness and debt management.
  • Build transferable value for the future.
  • Gain clarity and confidence in financial decision-making.

    Documentation

    Document thumbnail
    pdf - 314 KB - 17 June 2025

    Study materials

    Clear Path to Cash Professional study material cover
    Don't be a dumb business owner
    Book, eBook, Audio book (English)
    By
    Mike Milan
    Clear Path to Cash Professional study material cover
    The 7 Minute Conversation.png
    Book, eBook, Audio book (English)
    By
    Mike Milan

    Clear Path to Cash Professional levels

    Clear Path to Cash Professional badge

    Clear Path to Cash Professional

    Become a certified cash flow expert

    Testimonials

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    The training provided by Cash Flow Mike allows bankers to work through real world scenarios in a training environment. The training results in the bankers having increased confidence when in front of clients and prospects!

    User avatar
    John Lewis
    National Bank of Arizona
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    I have worked with Mike for years and have found him to be an extremely knowledgeable and effective – and entertaining – instructor. Mike’s expertise with cash flow is rivaled only by his ability to make the subject matter fun and easy to understand.

    User avatar
    Joe Woodard
    The Woodard Group
    Quote illustration

    You don't call yourself 'Cash Flow Mike' for nothing, it is literally who you are and, specifically, who Mike is. I've seen proven time and again, Mike knows his stuff, knows cash flow tools and tactics as well as what firm and business leaders often get wrong or ignore in this crucial process.

    User avatar
    Seth Fineberg
    AccountingWeb
    Testimonials illustration

    FAQs

    Your training organization specified that they wish to view candidate results before releasing. If you would like your results sooner, you may contact your ATO directly and request your results that way. After they have released them, you will be able to create/view your Digital Badge and download your Digital Certificate in your Credly account in the Certificates section of your portal.

    Since 2018, we are no longer registered for AXELOS qualifications and are unable to provide the certificates.  

    If you received your AXELOS qualification before this time, you can contact customer service and upon providing your candidate number, ask if a copy of your certificate still exists in our system. 

    Alternatively, you can reach out to IT PeopleCert directly with this request quoting your candidate number.  

    If you do not have your candidate number, we can provide it to you. Additionally, we are happy to provide a letter of verification for any exams sat with us.

    When you pass an exam – you will instantly have the option to claim a digital badge as representation of your new certificate. Your badge can be embedded on an email signature, website, digital CV, or shared via LinkedIn.  

    Access the downloadable guide for more information on how to claim your digital badge.

    You can always access all your records, electronic certificates and badges via the APMG Candidate Portal.  

    Once you have logged on to the Candidate Portal, click on the ‘Badges and Certificates’ option from the menu bar at the top of screen. From here you should click on the ‘Create Badge/Certificate’ button. This will take you to the Credly platform to create an account and download your badge and certificate. 

    Step-by-step guidance is available to download from the ‘Badges and Certificates’ area in your Candidate Portal. 

    Electronic certificates are environmentally friendly, but you can print the certificate yourself at home or work, if required. 

    If you have any problems you are welcome to contact our customer service team.  

    If you previously sat an exam with us and were issued a paper certificate but would like to upgrade to a digital badge and e-certificate, please contact us. There is a £25 administration fee for providing a digital badge and a form for which you will need to complete to consent to your personal information being used in order to manually create the badge in Credly.com.

    If your exam is booked through a Training Organization, and they are proctoring your exam over a platform of their choosing, you will need reach out to them directly to discuss options to reschedule.  

    If your exam is with ProctorU, you can reschedule without additional charges as many times as you wish up to 24 hours prior to your booked slot. If you reschedule within this 24-hour period, you will need to pay the £38 reschedule fee, as we will still be charged by ProctorU for your slot.

    You can merge your account by logging into your candidate portal with your initial email address and click on your name at the top. Then click merge and send a merge request to your secondary email address. Once you have agreed to the email request, everything will appear in one account. Please contact us if you have any problems with this process and we will be happy to help.

    You may contact our Accreditation Team directly, and they will be happy to answer your questions regarding the Accreditation process.

    To become an Accredited Training Organization (ATO), apply for accreditation or contact your local APMG office. If suitable, you'll receive an invoice and undergo APMG International's ATO assessment.

    Trainers must be sponsored by an Accredited Training Organization (ATO), which can be found using the APMG International search tool. The sponsoring ATO must submit a trainer application to APMG. 

    The requirements, including pass marks of the exams, will vary depending on the certification, please get in touch for more information.

    Get in touch

    If you have a query about this certification or want to know more about training send us a message via this contact form. We would love to hear from you!

    Get in touch

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