Thames Valley Chartered Connections Breakfast Q3 2019

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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: 

  • Professional trustees and deputyship cases
  • Divorce
  • Personal injury claims
  • Inheritance tax planning

This event is only available to Chartered members.

Programme  

07:45 - 08:15 Registration

08:15 - 08:20 Welcome and Introduction

Chairperson: John-Paul Hamilton, Prudential Financial Planning

08:20 - 09:00 The power of cashflow modelling for professional connections and their clients

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.

Learning objectives:

  • To understand cashflow modelling tool capabilities.
  • To understand the benefits to clients of using such tools.
  • To realise the significant opportunities available to form strategic partnerships when using cashflow modelling tools.

I4C



09:00 - 09:10 Closing remarks

CPD

CPD CII Scheme
 
PFS Accredited 0h 40min

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.



Speakers  

John-Paul Hamilton

Prudential Financial Planning

Venue  

Royal Berkshire Conference Centre

Madejski Stadium, Reading RG2 0FL
Reading
Reading
RG2 0FL

Partners in professionalism

FAQs

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 regionals@pfsevents.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 regionals@pfsevents.org to clarify this.

Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 7808 5616.

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 regionals@pfsevents.org after the Conference and we will send you the presentation slides.

The dress code is business attire.