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.
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.
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.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at firstname.lastname@example.org and we can check your records.
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.
If you are unable to download your CPD Certificate after 48 hours, please email email@example.com to clarify this.
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 firstname.lastname@example.org after the Conference and we will send you the presentation slides.
The dress code is business attire.