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I dag er det Fountain Pen Day. Det fejrer vi med 15% på alt hele weekenden - brug koden 'FPDAY' #fountainpenday #fpday #fyldepen #stilografika
Cashflow planning - bringing money to life
Richard presented at today's IFP Financial Planning Day 2012 and we thought we'd share the slides for those who couldn't make it or just want to take another look.
At the IFP Conference last October, Richard focussed on the role of cashflow forecasts in assessing risk. Building on this, Richard's talk today illustrated the ways in which cashflow planning can be used to help bring clients' financial situations to life; whether this is as part of detailed financial planning, for clients who are saving for a specific goal or in order to address the wider issue of risk.
With experience across a number of different cashflow forecasting tools, Richard also explored a number of different systems available to help advisers in this area. It goes without saying that Moneyscope was included but Richard also takes a look at the other tools available to meet varying adviser needs and preferences.
Note: The slides may take a moment or two to render. During that time you may spot the odd rogue number in slide titles before they appear correctly.