The Money Finder specializes in Behavioural Cash Flow Planning™ training for Financial Professionals. We create Continuing Education with a purpose. You don't just earn a Designation (CCS™) but receive an entire "System" to take your practice to the next level and truly differentiate yourself with your clients.
The "Behavioural Cash Flow Planning System" includes a third party accredited CCS™ Designation, Powerful Behavioural Cash Flow Planning Software, Monthly Marketing support for your practice and ongoing Technical Support. All of our materials are delivered webinar style so our clients take in their new skills through audio and visual. We also have workbook exercises including case studies based on real people in our online workshops so Financial Professionals can also learn by doing. There are no 700 page text books to memorize here. And we don’t just teach you a skill, we teach you how to market and sell that skill and drastically increase your profit and your clients’ wealth.
Start funding your clients' dreams today! Connect with us: help@themoneyfinder.ca
Location: Canada, Nova Scotia, Halifax
Member count: 11-50
Phone: +1 844-556-7472
Total raised: $1.5M
Founded date: 2006
Investors 1
| Date | Name | Website |
| - | Build Vent... | buildventu... |
Funding Rounds 1
| Date | Series | Amount | Investors | Deal News |
| 24.04.2017 | Seed | $1.5M | Innovacorp | betakit.co... |
Mentions in press and media 2
| Date | Title | Description | Category | Author | Source |
| 24.04.2017 | The Money ... | Halifax-based The Money Finder... | - | - | betakit.co... |
| 06.02.2017 | Today in f... | This past week, startups all a... | - | - | betakit.co... |