Cashflow modelling key in new UK adviser apprentice scheme
- Wednesday, 30 November 2016
- Articles
![Skills Funding Agency's Twitter page](/media/k2/items/cache/b963166b7f1c8e623e9054fb5f848aba_Generic.jpg)
Cashflow modelling has been included among the key competencies required of trainee advisers entering a new national Government apprenticeship scheme.
Read more...Martin Bamford: After ‘intimate’ IFP, CISI underwhelms me
- Thursday, 27 October 2016
- Comment
![Martin Bamford CFPTM Chartered MCSI FPFS](/media/k2/items/cache/22fcfa612e9b9ee35b194ef3efad00ee_Generic.jpg)
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.
Read more...Julie Lord: Some advisers long way off understanding cashflow
- Friday, 21 October 2016
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![Julie Lord CFPTM, former IFP President](/media/k2/items/cache/98f7016e30dc47dcd3155812e475d168_Generic.jpg)
It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.
Read more...Planner exam entrants mistaken over cashflow requirements
- Thursday, 13 October 2016
- Articles
![Financial Planning Today magazine - second issue](/media/k2/items/cache/1263d646e8e086bbc6c35d3f056e5e2c_Generic.jpg)
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.
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