Course Fast Facts
Format
Learning Materials
CPD Hours
Private video hosted on YouTube for you to stream anytime at your convenience, without taking up gigabytes on your hard drive!
CPD Hours
Learning Materials
CPD Hours
3 hours structured, with a CPD certificate provided.
Learning Materials
Learning Materials
Learning Materials
You will receive an example spreadsheet to accompany the video.
Learning Outcomes
By the end of this course, you will be able to:
- Produce visually impactful deterministic cashflow models on Microsoft Excel including:
- · Preservation, growth, income, and total return objectives
- · Single and regular premium investments
- · Fixed term annuities
- · Real and nominal returns
- · Stress tests
- · Capacity for loss
- · Multiple income sources, including guaranteed income such as DB and state pension.
- · Use of relevant mathematical formulae and Excel tools and functions.
2. Evaluate which assumptions to use for inflation, investment returns, and stress tests.
3. Present cashflow models effectively and compliantly within suitability reports.
Can You Deliver This Privately?
Yes.
We can deliver the course privately. Cost depends on whether you'd prefer us to deliver the course online, or face-to-face in your office, and the number of delegates.
Please email us at contact@practicalfinancialexams.co.uk to enquire.