Digging into cash flow modelling

Beginner

Financial planning

Self certified

Video

Date:

Wednesday 26th May 2021

Location:

Online

Duration

1 HRS

A session dedicated to cash flow modelling. Questions are of all levels are put to the panel as they share how they approach this topic.

Learning objectives

In this session we covered…

What’s cash flow modelling all about and why you should be doing it
The benefits for paraplanners
The benefits for clients
Best practice and top tips
Live software demos

Speakers

Andy Marshall

Octagon Consulting

Starting his career in financial services 20 years ago at a former building society, Andy's career has taken him via a high street bank to the independent advice sector as an advisor focussing on mortgages, to finally putting his report writing skills and technical knowledge to work as a paraplanner.

Charlla Razi

LIFT-Financial

Charlla is a Trainee Financial Planner at LIFT-Financial group, a self-confessed Cashcalc fan and ideally would like Lord Voldemort, Minnie Mouse and Oskar Schindler as famous dinner guests.