CEO and Leadership Change Expert, CacheFlo
Stephanie Holmes-Winton is the CEO and founder of CacheFlo Inc. She initially developed the concept CacheFlo’s products are based on during her decade working as an independent financial advisor from 2001-2011. She then sold her practice to take her concept and start a training program for other advisors. In 2013 she launched the Certified Cash Flow Specialist designation program (qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software.
Stephanie has written two books on spending and debt, Defusing the Debt Bomb and $pent. She’s also been a regular contributor in media, including CBC radio and CTV, and her advice has been featured in publications from coast to coast.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
374 Ratings
MB
Jul 20th, 2021
Even though I was listening for just my own benefit, I really enjoyed this one! I have heard of having separate bank accounts for budgeting. But having one for "Committed Expenses" verses a "Spendable Account" was a different way to think about it. I feel like this mentality shift could be very beneficial.
CD
Aug 25th, 2021
The instructor’s insight into human nature and behavior is very much on point and makes this course super relevant and effective for advising others as well as ourselves.
CS
Jul 20th, 2021
Speaker debunked my thinking of fixed and variable costs and has her own way to manage costs of retirees. She has a unique way of presenting the materials.
JR
Aug 25th, 2021
The course was excellent for retirement planning considerations on the personal level, which is why I attended. Great instructor.
SB
Aug 25th, 2021
This was a very good course, and I agreed with the cash flow perspective of it, as well as a focus on costs and expenses.
1 Credit
Add to Watchlist
Finance
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
.webp "Key Elements in Evaluating Revenue Growth - Sustainable Growth Rate, Production, and Productivity, Break-even Analysis, Nominal vs. Real Growth")
