Your friend wants to introduce you to Currence!
Grow your practice as a Currence Strategist through the Certified Income Advisor (CIA) program. Access experts, get segment-specific training, enhance your brand, and earn passive income.
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!
Join the informational webinar on Wednesday, Feb. 26th at 12pm EST.
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
Generate passive income
Become a Currence affiliate as a CIA and generate ongoing passive income from every referral you send. These earnings will be for direct referrals, streamlining a healthy amount of additional income.
Get a personalized code to share your discount with your network. Earn a 10% commission on monthly referrals’ subscriptions.
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
Why CIA?
A VIP group of elite Currence Strategists
If you’ve been looking for a way to up your financial advisory game, this is the way! Be a part of the future of financial advising while still improving your practice in the short-term. Strategists like you get these benefits as a CIA:
Up to 2X income in your first 12 months
Move upmarket to higher net worth individuals
Get effortless referrals
Get time back by cutting down client meetings by 75%
B+C clients ‘magically’ convert themselves in to A clients
The power of becoming a CIA
Why CIA, why now?
Currence isn’t just a technology or a tool—it’s a movement aimed at solving the savings crisis in America. Learn about this movement to help 1 million Americans escape unconscious spending, educates them on financial literacy, and elevates personal cash flow management to the same importance as corporate cash flow management.
What is Income Under Management?
Income Under Management (IUM) is a transformative addition to your financial practice, serving as the foundation for all aspects of your business, from assets under management to holistic planning. By meeting clients at their paycheck and helping them manage cash flow, you build their confidence to make informed financial decisions. This approach allows you to grow your business with more clients and less client-meeting time, enhancing productivity and client satisfaction.
The Currence technology solution
Take a look at the technology behind Currence and how it can help you quickly add and retain clients for life. In just three seconds, you can invite a client to download the app through your Strategist Portal. Once they receive the invitation, they can download the app, set up their account, and start building their cash flow structure.
As a CIA Strategist, you can see all your clients’ data on your dashboard. Clients can easily connect with you through the app, schedule meetings, and even refer friends, making client management and referrals seamless. The Strategist Portal provides detailed insights into each client’s financial situation, allowing you to offer tailored advice and help them make the best use of their surplus cash flow.
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
July 20-22, 2025 – Chicago, IL
Income Under Management® Conference
Join the Currence Community and leading industry experts during this three-day event, where sessions will focus on how to amplify your community, impact, scale, and influence. The time is now.
Q&A
Frequently asked questions
Who can join the CIA program?
If you’re already a Currence Strategist, then you’re halfway there, it’s a simple upgrade through your Strategist Portal!
What does the CIA program cost?
The program costs $397/mo.
Do I have to be a CIA in order to use Currence?
You do not. However, becoming a CIA is an additional program to enhance your existing use of Currence, as well as your work as a financial advisor.
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!
Where can I get more information?
For more information submit an inquiry here.
*Certified Income Advisor (CIA) Plan Requirements
For any Affiliated Strategist wishing to participate in the Certified Income Advisor (“CIA”) plan, you acknowledge and agree that such Affiliated Strategists must complete an application process to qualify for the plan. This application process will include providing relevant credentials, experience, and other information required by Currence to determine eligibility for participation in the CIA plan.
Additionally, you understand and agree that once an Affiliated Strategist has been approved to join the CIA plan, they must successfully complete a periodic examination to maintain their standing within the program. This exam will test their knowledge, understanding, and adherence to the principles, methodologies, and guidelines set forth by Currence for the CIA plan.
Failure to complete the application process or to pass the required exam may result in disqualification from the CIA plan and removal from the program. If an Affiliated Strategist is disqualified or removed from the CIA plan, your Account may be reassigned to another qualified Affiliated Strategist at the discretion of Currence.
By utilizing the CIA plan, you acknowledge and agree to these conditions and the associated process for qualification and continued participation.
