Financial Planning Cashflow Projections

Refreshed November 2024 | CPD time: 2 Hours 15 Minutes

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.