In this module, we'll be introducing you to the concept of cashflow planning. Not only are there so many different cashflow planning softwares out there... but there's many different ways you can create a cashflow! What assumptions will you use? Variable or linear investment returns? Do you need every pound and pence that a client spends? Assessing a client's need to take risk and capacity for loss is important, so in what ways can a cashflow forecast help with that? We'll be looking at our best practice which will hopefully help you on your way to nailing your process and consistency.

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