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Assuming cashflow is required, the following results were found.

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. Expectations and formal standards for adviser apprentices have been published by the Skills Funding...
Key DFM details for Financial Planners published

in London. {loadposition hidden2} Financial Planning Today's third issue includes: • A Special Report on the great Cashflow Modelling debate which has got the industry talking • An exclusive feature on Social Media tips and best practice to help...
Gazzard warns PFS Conference advice gap could grow

open doors to more people accessing good financial advice. He questioned whether the Pensions Dashboard would work. On cashflow modelling, recently a contentious issue for the profession, he said: "I like cashflow as part of the process but it's not a...
Financial Planning Today magazine issue 3 out now

journalists in London. Financial Planning Today's third issue highlights include: • A Special Report on the great Cashflow Modelling debate which has got the industry talking • An exclusive feature on Social Media tips and best practice to help...
Financial Planning Today magazine issue 3 out soon

journalists in London. Financial Planning Today's third issue highlights include: • A Special Report on the great Cashflow Modelling debate which has got the industry talking • An exclusive feature on Social Media tips and best practice to help...
Business booms for planning firm set up in a back bedroom

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
PFS board director unsure over Paraplanner standard

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
Ex-IFP President: CISI fence sitters will return to fold

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
‘Treat your clients like they’re your family’

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
Julie Lord: Some advisers long way off understanding cashflow

It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate. Judging by some of the comments I have received personally there are still some advisers out there who are a long way from understanding why this is...
George Kinder: Cashflow model valuable but not essential

Cashflow modelling is extremely useful, but not essential to good Financial Planning. I’m in great agreement with Financial Planner Martin Bamford here. Although too sensitive to inputs for long-term confidence, we have used cashflow modelling often to...
Latest issue of FP Today magazine now available

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • A look at the Clinton-Trump presidential...
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. The great cashflow modelling debate continues in the latest...
Jo Hague: It’s into the unknown without lifetime cashflow

been watching the results of the Financial Planning Today survey as to whether or not the Planning community feel that cashflow planning is essential to a Financial Plan. I haven’t been surprised to see that not everyone feels it’s essential. Some 22%...
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. After our poll found 78% of respondents believed that it is...
Platforms: Paraplanners predict more deals after Cofunds sale

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
Editor's Column: Cashflow Modelling works but not for all

The debate on the value of Cashflow Modelling as part of ‘true’ Financial Planning has become a heated one, as we’ve discovered on Financial Planning Today. A few weeks back we ran a poll on Cashflow Modelling and nearly 250 readers responded. Four out...
Cashflow modelling deal: Transact and Prestwood team up

Transact has revealed it is teaming up with Prestwood to integrate its Truth cashflow modelling tools. The platform said it was continuing to include some of the ‘most popular’ cashflow tools around, following a similar deal with CashCalc in August. A...
Financial Planning Today magazine issue 2 ready to view

issue highlights include: • Entrepreneurial Paraplanner Cathi Harrison on growing her business • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...
'Virtually impossible' to recruit experienced Paraplanners

Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future • Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord • Insights from PFS chief executive Keith...

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