How to Make Cashflow Modelling Assumptions you can Rely On

Wednesday 12 August 2020 at 11 am

60 minutes: 40 minutes presentation, 20 minutes Q&A

Steve Martin, Director, Financial Planning Training Academy will review cashflow modelling assumptions in the context of the financial planning process. This session will look at what makes assumptions reasoned and reasonable, the importance of understanding the links between assumptions and outputs, and why the modelling process depends on understanding your clients lifestyle goals and needs.

Learning objectives

During this webinar you will:

  • Learn why assumptions must be reasoned and reasonable
  • Discover why small variations in your inputs can create massive changes in outputs
  • Explore why lifestyle assumptions are as important as economic assumptions
  • Be able to evaluate why inflation is more than just price inflation.

Catch up on the webinar on BrightTalk