The Future of Financial Advisory
Get your first 90 days free.
Unlock advisor-specific trainings, marketing content, and more that will help you run and grow your financial practice. Get in front of experts and join a community of like-minded advisors. Get Currence 3 months free when you sign up today.*
Differentiate yourself as an advisor
As a CIA, you will be empowered to support your clients toward their utmost wealth potential. This exclusive program will differentiate you from other advisors, making you an expert in managing income and cash flow. It’s a win-win for both you and your clients!
What people are saying
“Currence is the most valuable addition I’ve added to my business and every client who’s using it would agree. The technology makes implementation seamless. The mechanics allow #cashfloworganization and insight that no other #fintech even comes close to providing. The relationship between me and my clients has never been stronger. 10/10 would recommend!!!"
Chad McMains
Valent Wealth
"Transparent Moment: When I was younger, I didn’t save cash, even though I was taught to do so. I always invested and just figured I’ll earn more. As I matured, I realized the importance of having cash available for emergencies and amazing opportunities. I’m excited to be able to offer my clients this amazing platform so you pay yourself first and no longer worry about having to remember to save."
Mia Bradford
Beyond the Busyness
"Currence has allowed us to have very positive and enjoyable conversations with our clients. We're no longer trying to find a few dollars here and there to see how we can redeploy, but it's more of a conversation of, Hey, we've saved all this money, we're sitting on all this cash. Let's deploy it in a way that makes sense to you and your family."
Ricardo Garcia
First Financial Group
"I started working with these team members (clients) about a year and a half ago. They struggled saving money at the end of each month and had a chunk of debt that caused stress levels to rise. Six months ago we then introduced Currence to be the keystone of their financial life. This is THE KEY account that unlocked the possibility to accelerate how much was being saved each month .They have gone from 15% savings to over 35%!!! This has been life changing for this couple."
Dave Houser
OWNlife.io
"It's all too easy to neglect the power of saving - unless you can visualize & personalize the potential of your money-flow. That's why the Currence is a game-changer for clients and advisors alike."
Todd Langford
Truth Concepts
CIA trainings
Learn from experts
CIAs increase their clients’ savings while also increasing their own productivity. Join experts like our founders, Dave Mozeika and Vince D’Addona, and more to learn how – straight from the source!
- Specialized trainings by segment (e.g. business owners, retirees, etc.)
- Live 1:1 coaching
- Industry-led guest training
CIA Affiliate
Refer, earn, and enter to win!
CIA branding & community
Enhance your brand
CIAs can access a brand kit, tailored to your needs. You’ll also have access to a community of CIAs and coaching tools to support other financial advisors and Currence Strategists.
- CIA-only communities with special insights
- Brand kit with images, social media, and email copy support
- Discounts and tools for advisory coaching
CIA Tier Benefits
Ambassador
Under 10 Reservoirs-
Recognition ribbon at the annual Currence conference
Leader
11-50 Reservoirs-
One (1) one-on-one coaching session with a Currence professional
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$50 gift card to the Currence Merchandise Store
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Recognition ribbon at the annual Currence conference
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Mention in recognition slide at the annual Currence conference
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Qualify for a Currence Spotlight
Icon
51-100 Reservoirs-
One (1) one-on-one coaching session with a Currence professional
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$100 gift card to the Currence Merchandise Store
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Recognition ribbon at the annual Currence conference
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Mention in recognition slide at the annual Currence conference
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Stage walk at the annual Currence conference
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Qualify to speak at annual conference
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Qualify for a Currence Spotlight
Visionary
101-250 Reservoirs-
One (1) one-on-one coaching session with a Currence professional
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$250 gift card to the Currence Merchandise Store
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Recognition ribbon at the annual Currence conference
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Mention in recognition slide at the annual Currence conference
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Stage walk at the annual Currence conference
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Qualify to speak at annual conference
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50% off badge for the annual Currence conference
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25% off Currence Strategists subscription
Luminary
251+ Reservoirs-
One (1) one-on-one coaching session with a Currence professional
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$500 gift card to the Currence Merchandise Store
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FREE Client Acquisition Package
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Recognition ribbon at the annual Currence conference
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Mention in recognition slide at the annual Currence conference
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Stage walk at the annual Currence conference
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Qualify to speak at annual conference
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Free badge for the annual Currence conference
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50% off Currence Strategists subscription
Pricing
CIA
Grow your practice through the Certified Income Advisor (CIA) program-
Segment-specific training
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Access to experts
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Live 1:1 coaching
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Marketing templates & support
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Earn as an Affiliate
Interested in volume pricing for your organization? Contact our sales team.
Applying to be a CIA is simple.
- Completed Currence enrollment training
- Completed Currence calibration training
- Currence CIA Certification Exam – passing grade
- At least one professional financial license (Series 6, 63, 7, etc…)
- Currence subscription in good financial standing
Learn more about Currence
Want to learn how you can get 6x higher savings rates than the national average? Fill out the form below.
Q&A
Frequently asked questions
What is the CIA Program for 3 months free?
The CIA (Certified Income Advisor) program is a curated program for advisors, providing training, marketing templates and support, 1:1 coaching, affiliate program, and more! As a program member, you’ll be able to test in and receive a CIA certification.
What does Currence cost my clients?
The cost of Currence for your clients is $40 every 90 days. The account fee covers: unlimited ACH transactions, a competitive interest rate, connectivity to you as their strategist, access and maintenance of the mobile app, along with technical support and documentation.
Can I try Currence as a client?
Yes, you can invite yourself through your Currence portal. we recommend you add yourself so you can see both the Member Application and the Strategist Portal.
How do I join the CIA affiliate program?
Once you join the CIA program, you will be able to become a CIA affiliate as well. You will receive notification of additional terms, upon acceptance you will receive your offer link that you can share with your advisor community. Soon you will be, offsetting your cost for the program. This means the program could potentially pay for itself in just a few months!
How do I share Currence with my team?
With a paid subscription, you can collaborate and delegate making you that much more efficient. Delegation allows you to leverage your team to help service your entire customer book. Collaboration allows you to share data on a specific client or set of clients for specialized team-based approach.
