This course MUST be done by the Practice Owner and Practice Manager and neither could be considered fully, fully trained until this has been done.  The reason is simply that the people at these positions are ultimately responsible for the financial health of the practice.  It contains the meat and potatoes that needs to be known and applied to keep your practice on top – way on top - of the financial water line.  You can apply this to your personal life as well.

There is much confusion in the world on the subject of money, finance and economics.  There is also much false information.  If you don’t know what you are doing, you can find yourself in a heap of trouble very quickly. 

To be cause over one’s own prosperity doesn’t mean that one must devour vast quantities of data, study vast tomes, go to college for four years or be a CPA.  You just need to know the basic principles of financial management, and they are all here in this course.

The Cash Flow Management Course has been worked on for nearly a year.  It was surveyed, piloted, revised and modified further on several occasions.  What you see here is the end result of all that. 

The course has a video host, Mr. Mark DeEulio.  We shot several short, 5-10 minute videos with Mark and the course comes with a thumb drive of those videos.  The checksheet tells you when to pop the drive in and watch the videos.  They appear at different points of the course and in each he gives a summation of data you just studied in that section.

There are new articles that have been written to give you some good examples of application. Included are samples of every form you would need to conduct sound financial planning each week for your practice.

This course is available through our online training platform StudyJet, so you don’t have to travel to Clearwater to do it (though you could if you desired).  The money saved on this alone will be more than enough to pay for the course.  You only need to travel as far as your workstation monitor or laptop.

Prerequisite: How to Study Smarter Course