CPD Events

Goals-based cashflow planning: what is it and why should I use it?

07 Mar 2024

About the event

With tax year end often comes updated financial plans. This is essential to accurately reflect the changing circumstances and priorities of your clients. As you revisit your recommendations this year; level up your advice with goals-based cashflow planning. Join us on 7 March for a deep dive into what goals-based cashflow planning is; how you can implement it; and the significant benefits it brings for both you and your clients.

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FE fundinfo

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Formed in 1996, we are a private company with a strong international presence throughout Europe and Asia Pacific. We are dynamic, entrepreneurial and focused on exceeding our clients’ expectations, above all we help our clients to be better informed enabling them to make better investment decisions

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