Revolutionary Business Program

For Financial Professionals


With A Unique Selling Proposition

Targeting 70 to 90% Of The Market

The Institute of Certified Cashflow Advisors Program

3 PROGRAMS

TO CHOOSE FROM

Choose the program that best fits you based on your level of experience & development.

Save time & money utilizing the tools available in the plan that best suits your needs.

LEAD SYSTEM

FOR Financial Professionals'

Use the CCA Sales System to automate client engagement, track progress, elevate your value and convert more business. Differentiate yourself using the CCA Unique Selling Plan.

Get Started TODAY and Unlock Your Success

By Targeting 70 to 90% of the Market!

Certification + Onboarding + Setup

$1,250 One Time Payment

Includes:

  • CCA Certification Training

  • CCA Contact Data Platform

  • CCA Pipeline Tracking

  • CCA Landing Pages

  • Unique Selling Proposition

  • Promotional Client Guides

  • Personalized Strategic Plan

  • CCA Designation

  • Insider Tips

  • Promotional Discounts

  • Weekly Online Tip Support

Standard Plan

$249/month

Basic Plan

$149/month

  • Business Platform

  • Text and email

  • Landing pages

  • CCA Discovery Plans

  • Pipeline tracking

  • Ai calling

  • Facebook marketing

  • Marketing workflows

    Texts @ $0.03/text

    Emails @ $0.003/email

    Ai calls @ $0.50/minute

  • Business Platform

  • Text and email

  • Landing pages

  • CCA Discovery Plans

  • Pipeline tracking

  • Ai calling

  • Facebook marketing (full features)

  • Advanced Marketing workflows

    Texts @ $0.02/text

    Emails @ $0.002/email

    Ai calls @ $0.35/minute

Premium Plan

$449/month

Standard Plan Plus:

  • Facebook marketing (full features with customization options)

  • Customized marketing workflows

  • Dedicated Account Manager

    Texts @ $0.015/text

    Emails@ $0.0015/email

    Ai calls @ $0.25/minute