Cashflow modelling expert says cashflow model NOT essential
- Friday, 02 December 2016
- Articles
A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.
Read more...New academy aids bid for more Chartered Financial Planners
- Monday, 21 November 2016
- Articles
A new investment academy is being launched for advisers working towards becoming a Chartered Financial Planner.
Read more...Financial Planning group snaps up another advice firm
- Tuesday, 15 November 2016
- Articles
A Chartered Financial Planning Group has snapped up another advisory firm.
Read more...Chartered Financial Planner launches training academy
- Tuesday, 15 November 2016
- Articles
An Accredited Financial Planning firm has launched an academy to train planners to “never again engage in a transactional relationship with their clients”.
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