Webinars

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!

Learning Outcomes

By the end of this webinar, you will be able to:

• Explain how to produce simple deterministic cashflow models using MS Excel.
• Present simple deterministic cashflow models to clients in suitability reports.