Cashflow modelling key in new UK adviser apprentice scheme
- Wednesday, 30 November 2016
- Articles
Cashflow modelling has been included among the key competencies required of trainee advisers entering a new national Government apprenticeship scheme.
Read more...Martin Bamford: After ‘intimate’ IFP, CISI underwhelms me
- Thursday, 27 October 2016
- Comment
After a couple of enjoyable visits to the Celtic Manor in 2014 and 2015, I didn’t attend the CISI Financial Planning Conference this year. It’s hard to put my finger on the precise reason why.
Read more...Julie Lord: Some advisers long way off understanding cashflow
- Friday, 21 October 2016
- Comment
It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.
Read more...Planner exam entrants mistaken over cashflow requirements
- Thursday, 13 October 2016
- Articles
Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is obligatory in the assessment, the CISI’s head of Financial Planning says.
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