Julie Lord: Some advisers long way off understanding cashflow

It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.


Planner exam entrants mistaken over cashflow requirements

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.


Steve Martin: My heart sinks at cashflow modelling doubters

As the great cashflow modelling debate continues, following the recent Financial Planning Today poll, Steve Martin CFPTM Chartered MCSI, gives readers his perspective on why it is essential.


Cashflow modelling deal: Transact and Prestwood team up

Transact has revealed it is teaming up with Prestwood to integrate its Truth cashflow modelling tools.

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