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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.

    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

    Documentation

    Document thumbnail
    pdf - 314 KB - 17 June 2025

    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

    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.  

    Using a company device in which you do not have administrative rights and access to download additional software tends to cause issues when sitting your exam via ProctorU, as outlined in the Candidate Guidance Agreement.  

    If you wish to sit your exam via ProctorU again, you will need to pay a reschedule fee of £32 (which you can do in the Candidate Portal) before you can select a new date and time.  

    Alternatively, you can reschedule your exam via our AIPP service, where you can take your exam over Zoom without downloading any additional software. Please note there are fewer exam slots available through AIPP.  

    Full details of our Proctoring options can be found on our Proctoring Page

    If you feel you had issues during your exam, you may submit an appeal to customerservice@apmgroup.co.uk. We will review your appeal and respond. See APMG’s policies for details on the full appeals process.

    To appeal your result, email a written request with supporting evidence to customerservice@apmgroup.co.uk. We will review your appeal and respond. See APMG’s policies for details on the full appeals process.

    Your results will be processed 6 to 12 hours after your exam. You will receive an email confirming your achievement and inviting you to the Candidate Portal where you can see your official result. From there, you can create your account in Credly.com and access your digital badge and certificate.

    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.

    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.

    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.

    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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