The value of cashflow modelling

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Tutor:

  • Rob Tedder, Client Cashflow Solutions Manager, i4C

Questions asked:

  1. How important is cash flow modelling as a part of the financial planning process?
  2. In the current climate, planners are adapting to remote meetings, can cashflow planning be easily added to this process?
  3. There are some advisers who are yet to fully embrace cashflow planning, why do you think this is?
  4. Are there any regulatory challenges specific to financial planning that cashflow modelling can help to solve?
  5. In your opinion, what is the best feature within i4C?

Channel

Akademia Shorts