The power of cashflow modelling for professional connections and their clients.
How planners can demonstrate the value of cashflow planning to add to a professional firm's existing service.
This session will cover:
This event is only available to Chartered members.
Cashflow modelling is now seen as an essential part of the financial planning process, allowing you to continue to add value to clients while saving considerable time to focus on developing new and existing relationships. This session will focus on how cashflow modelling can allow you to simply and efficiently plan holistically for client eventualities, enabling you to have informed and frank conversations with your clients. In addition, we will explore the potential opportunities that can be developed incorporating cashflow as a central part of joint propositions with strategic partners such as solicitors, accountants and corporate financiers amongst others.
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Compliance Consultancy Solutions
Company: i4C Technology
Carly has worked in the financial services industry since leaving college in 2000. She has a thorough understanding of the inner workings of wealth management from an administration and more technical paraplanner perspective. Carly is Level 4 Diploma qualified and a Certified Practitioner in Data Protection with experience in sales as well as compliance. Having worked with advisers and financial planning firms throughout, Carly has a good understanding of the challenges faced by advisers and businesses. Carly can see the power of cashflow modelling within a client proposition, from both a client and business value perspective. She is passionate about cashflow modelling and the benefits it can provide, and also the process of educating firms to use cashflow live and interactively with clients drawing on her own experience to demonstrate how this can be done.
The Hilton East Midlands Airport hotel is located 4 miles from East Midlands Airport, 3 miles from East Midlands Parkway Train Station and 12 miles from Nottingham and Derby. The hotel is located just off the M1 - Junction 24 (from North & South) and take the exit for the A50. If you are appraoching from the North, exit at 24A and take the A50 exit.
Parking is available (for a fee) and WiFi is complimentary to all guests.
Chartered Members ONLY are allowed to attend Chartered Connections breakfasts.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
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At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
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Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.
We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
Please email the Conference Office at email@example.com after the Conference and we will send you the presentation slides.
The dress code is business attire.