Some of our webinars are not supported by product providers, and are priced at £119. This enables firms to access quality, independent training on a budget.
Some of our webinars are supported by product providers and are free for you to attend and watch the recording.
All webinars are delivered live, and anyone can register to attend.
Our Webinars are live action presentations designed for forward-thinking firms who approach training with a student mentality, and take professional development seriously. Some are interactive, and encourage audience participation, making for a more engaging experience.
They are delivered virtually online via Microsoft Teams or Zoom by a qualified trainer, delivering the Learning Outcomes while keeping you engaged.
It has never been more important to incorporate cashflow modelling into your financial planning process. Many financial advisers have invested in professional software packages to help them evaluate capacity for loss, the achievability of objectives, and the sustainability of life in retirement plans.
PFE Managing Director Michael Pashley breaks down the magic and the maths to demonstrate how cashflow modelling works, using one of your existing desk top tools, Microsoft Excel.
It doesn’t matter which software package you use; the maths is the same. Michael is going to lift the bonnet and explain how it all works. He'll show how to describe and annotate cashflow models to explicitly evidence the suitability of your advice so that it is crystal clear for your clients and any tile reviewers!
By the end of this webinar, you will be able to:
09:30am - 11:30am
Wednesday 31st August
Managing Director, Practical Financial Exams