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.
Chartered Insurance Institute
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.
Chartered Insurance Institute
The Mere Golf Resort and Spa in Cheshire is set alongside The Mere Lake and is close to the picturesque town of Knutsford.The bustling cities of Manchester and Liverpool and the historic city of Chester are all within easy reach.There are excellent transport links with Manchester International Airport only ten minutes away, a frequent two hour train service to London from Manchester Piccadilly and the M6 and M56 motorways close by.
Parking and WiFi complimentary to all guests.
Chartered Members ONLY are allowed to attend Chartered Connections breakfasts.
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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.
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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.