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What are the benefits of cash flow modelling?

  • Describe the significance of cash flow modelling
  • Explain the different types of cash flow modelling
  • Identify how to keep monitoring cash flow
CPD
Approx.30min

By

Steph Willcox is head of actuarial implementation at Dynamic Planner   

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Why is cash flow modelling important?

  2. Technology now allows advisers to quickly demonstrate the impact of saving an extra £100 a month, true or false?

  3. Which of the following is NOT possible with cash flow modelling?

  4. A stochastic cash flow modeller does not take account of the volatility of stock market investments, true or false?

  5. With nominal values, advisers must check that the client understands how inflation will affect the purchasing power of their fund at different points in time, true or false?

  6. Which of the following is NOT a reason for checking the cash flow plan in today's volatile environment?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe the significance of cash flow modelling
  • Explain the different types of cash flow modelling
  • Identify how to keep monitoring cash flow

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