Professional Refresher

Financial Planning Cashflow Projections
Refreshed December 2020 | CPD time: 2.25
When creating financial plans for clients, cashflow planning often needs to take place to give an overall view of their circumstances and future aspirations. It is an important component in establishing whether clients can afford to achieve all of their objectives as they arise, given their risk appetite. This module examines cashflow modelling, the key aspects of the process, areas of advice where it is used, and its drawbacks and benefits.
1. Cashflow Modelling
1
2. The Principles of Financial Management
2
3. Net Worth and Cashflow Statements – Part 1
3
4. Net Worth and Cashflow Statements – Part 2
4
5. Financial Planning Assumptions
5
Module Test
6