Your IndustryFeb 28 2022

Is there an aspect to cash flow modelling that is being overlooked?

  • Understand the benefits of cash flow modelling for clients.
  • Explain why it helps advisers broach the subject of financial protection.
  • Describe the practicalities of protecting a client's income.
  • Understand the benefits of cash flow modelling for clients.
  • Explain why it helps advisers broach the subject of financial protection.
  • Describe the practicalities of protecting a client's income.
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CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
Is there an aspect to cash flow modelling that is being overlooked?
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