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.


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.


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.


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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