PFS chief: Cashflow modelling a good tool where ‘appropriate’

Cashflow modelling is an extremely good tool where ‘appropriate’, the Personal Finance Society’s chief executive says.

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Cashflow modelling expert says cashflow model NOT essential

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.

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Cashflow modelling key in new UK adviser apprentice scheme

Cashflow modelling has been included among the key competencies required of trainee advisers entering a new national Government apprenticeship scheme.

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Martin Bamford: After ‘intimate’ IFP, CISI underwhelms me

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.

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