Cashflow Modelling - An Important Tool for Financial Services

Introduction

This short webinar will highlight why cashflow modelling is such an important tool for financial advisers - especially in the light of the Consumer Duty.

With more focus on ensuring the clients’ best interests are upheld, and the FCA having recently issued advice and guidelines about cashflow modelling, it’s a great time to check-in with the industry’s current state of play.

The FCA COBS rules have remained very much the same over the years: the FCA state consideration of the client’s immediate and future financial circumstances should be taken - therefore cashflow modelling should be commonplace in advice firms.

The webinar is suitable for financial advisers and paraplanners.

What You Will Learn

This short webinar will cover the following:

• How the FCA’s article about cashflow modelling relates to your firm’s advice process
• The effect cashflow modelling can have on your clients
• How easy and effective a cashflow model can be

This webinar was recorded on 8th August 2024

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.