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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
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    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

    • Provisional results: After completing the Foundation examination, candidates may receive provisional results either orally from the invigilator or on-screen at the end of an online exam.
    • Official results: Once processed, official results, including a PDF breakdown of marks by syllabus area, are available in the APMG Candidate Portal. Results are issued as the total number of marks achieved.
    • Processing time: Exam papers are usually marked immediately after the exam. APMG formally processes and confirms results via the Candidate Portal within 2 working days of receiving completed papers.
    • Outstanding payments: In exceptional cases, results may be withheld until full payment has been received.

    Once you’ve been notified that you’ve passed your exam, you will have the option to create a digital badge in APMG's Candidate Portal.

    Visit APMG's Candidate Portal, view your exam results and select 'Create Badge'.

    This takes you to the Credly website where the digital badges are hosted. You will be guided through the Credly account creation process.

    Once you have created an account with Credly, log into the account and accept your pending badge.

    Candidates will be able to claim their digital badge and electronic certificate from the APMG Candidate Portal within two business days of their exam result being issued.

    If you are sitting the examination through an Accredited Training Organization, the cost of the exam is generally included in the course fee. Please ensure you confirm with your training provider that the exam is included in these costs. 

    If you have selected a self-study option, please note that APMG-International uses a global pricing model for all exams. The examination fees for candidates attending a public exam centre are determined by the location where the exams are administered.

    To find out the costs in your region, please refer to our examination portal or contact the APMG-International Service Desk (servicedesk@apmg-international.com).

    Most, if not all, of our certifications come with at least one Sample Exam to help participants prepare for their exam. Access to the Sample Exams can be located on our website.

    Some certifications do not require training in order to take the exam however, for most certifications, training is advised. 

    For some certifications individuals also have the option to self-study in preparation for the exam and, when they are ready, can even take the exam from the comfort of their home or office.

    You can find details of our self-study exams, available to purchase, via our public exams portal.

    Unfortunately, no. Only Accredited Training Organizations and their registered partners are authorized to use these logos. If you do not fall under these categories and would like to request permission to use the logo, please contact the APMG-International Service Desk (servicedesk@apmg-international.com).

    However, successful candidates are able to share and display their digital badge publicly.

    Please contact us via email addressed to customerservice@apmgroup.co.uk. Please review our policies before submitting your written feedback.

    PMI Professional Development Units (PDUs) are either: Education or Giving Back to the Profession. You can earn PMI Education PDUs by attending non-PMI provider courses if they align with the PMI Talent Triangle® skill areas. Visit the PMI website for details on PDUs, how to record them and required documentation.

    • Most training providers include the exams with their courses. 
    • Self-study candidates can book and take the exam online from anywhere, with a proctor monitoring via webcam, microphone and desktop. 
    • After booking, you'll receive a registration email to schedule your session through the Candidate Portal, with exams available 24/7.
    • APMG also offers limited public exam sessions at designated regional offices.

    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!