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.

The second issue of Financial Planning Today, our new 40-page digital bi-monthly magazine, is now available to all FP Today website readers from today.  

The votes have been counted and the results are in for the great cash flow modelling debate.

The second issue of Financial Planning Today, our new 40-page digital magazine, is now available to our email newsletter subscribers and is packed with news, features and comment for Financial Planners, Paraplanners and Wealth Managers.