Advanced Cashflow Planning: Pull your planning up by the bootstraps

David Jones Head of the UK & Ireland Advisor Group, Dimensional Fund Advisors
Abraham Okusanya Founder and CEO of timelineapp, Founder of Betafolio and FinalytiQ

In building comprehensive financial plans for clients, planners are increasingly reliant on third-party cashflow planning software to do their work. Because there are significant differences in the methodologies used to model potential client outcomes, it is important that planners understand the pros and cons of different approaches so they can make informed choices about the tools they use to create financial plans.

In this webinar David Jones, Head of Dimensional’s UK and Ireland Advisor Group and Abraham Okusanya, CEO of TimelineApp will evaluate a range of financial planning and cashflow modelling methodologies and provide examples of each approach.

This workshop is designed to deliver the following learning outcomes:

  • Understand the main differences between simple and comprehensive planning tools
  • Discuss how to introduce uncertainty, probability and confidence levels into the financial planning process
  • Illustrate how to use historical returns data appropriately using methodologies such as Monte Carlo Simulation and Bootstrapping