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Cash Flow Coaching

The aim of the program is to provide participants with the knowledge and skills to be highly competent, and professional market-leading cash flow coaches in the financial services sector.  



The program is delivered via an interactive, online platform providing the flexibility to study and learn at times that suits participants' commitments and at a pace that suits their lifestyle. Program material is comprised of readings, links, videos, discussion forums, activities and quizzes in a comprehensive learning experience. 

  • Coaching
    This module introduces the participant to the definitions, principles, and role of coaching. It describes the understanding and knowledge required to position and present as a coach and is a precursor to persuasively leading and assisting clients. These form part of the foundation coaching skills needed to be an accredited cash flow coach. It applies to advisers and client service professionals who recognise the need to work with clients in a coaching capacity. This may differ from traditional or core advisory roles and practices. The module focuses on the ability to source and comprehend general principles of coaching and covers the initial development of the participant's required knowledge base.
  • Rapport and Trust
    Rapport and trust are the foundation-stones of a good coaching relationship and are based on the coaches' ability to build rapport with the client and then gain their trust. The first stage defines what rapport and trust mean with respect to coaching. Armed with this, a coach can recognise the individual rapport and trust needs of the clients and determine ways to develop that rapport and trust.
  • Cognitive Realities and Frames
    Self - awareness, and awareness of others are fundamental in adopting a positive and inclusive coaching style. Developing a client-centric coaching style that is open, flexible, positive and solution-focused requires an understanding of a client's intention by interpreting what is important to them. Integrating and accurately evaluating multiple sources of information and recognising the subconscious and predetermined processes of others helps a coach to work with their client in gaining awareness and achieving agreed-upon results.
  • Coaching Models and Techniques
    Great coaching goes beyond the ability to ask the right questions. Capable coaches are not only good listeners, but they are also good strategists and people with a vision who use their skills and knowledge to help clients realise their true potential. There are many tools and techniques coaches employ to structure coaching sessions that help their clients understand themselves, define their goals, identify their obstacles and find ways to overcome them. There is a variety of coaching models and techniques that can be used to develop a robust process that supports clients in achieving outcomes that align with their goals, values, and beliefs.
  • Defining Cash Flow
    As empowering as being a coach is, the specific expertise and knowledge of cash flow management tools and techniques are an integral component of being a cash flow coach. The technical aspects of a cash flow coach's role ensure clients are pointed in the right direction and the coach's guidance ensures they apply techniques and disciplines in the most appropriate manner for them.
  • The Cash Flow Analyser
    This module introduces you to the specific 'tool' you will use in coaching and working with clients - The Cash Flow Analyser. The Cash Flow Analyser will be the focal point of the initial and ongoing coaching discussion with clients. By collecting data, establishing goals and analysing cash flow on a monthly basis, the Cash Flow Analyser will provide working capability and enhance the relationship between coach and coachee.
  • Cash Flow Coaching Processes and Strategies
    The role of a cash flow coach is to position clients to be self-accountable for their future financial viability and then have an ongoing professional relationship that keeps them focused and on track. As such, a coach needs to determine the processes to follow to provide cash flow coaching and consider the strategies to work successfully with clients. Specifically, a coach will structure a series of cash flow coaching sessions that will build a basis for change; gain commitment from the client; roll out the change program and assess the success of the program.
  • Growing a Cash Flow Coaching Business
    Before embarking on a Cash Flow Coaching career, the final element is to ensure the business structures, systems and plans are in place to establish, build and grow a sustainable cash flow coaching business. This module discusses the positioning of small business and the strategies and procedures required to ensure the initial and ongoing success of business operations.





Participants who successfully complete the program will receive a Certificate of Completion endorsed by. Your certification will note up to 30 hours of professional development for use with appropriate industry peak bodies.



$3,300 including GST



The Cash Flow Coaching program was designed and developed by elevateB in partnership with the Australian Cash Flow Coaching Academy (ACFCA). 

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