Financial Liverpool - CFP and the role of cash-flow forecasting

Thursday, 18 March 2021
2:15 pm – 3:45 pm (UK time)
    • Paul Welsh, Chartered Financial Planner, Financial Planning Corporation LLP


In this session, Paul will discuss the route to becoming a Certified Financial Planner professional and how this compliments the PFS Chartered Financial Planner qualification. He will present his award-winning case study and explain the principles involved in preparing and presenting a financial plan that meets the CFP assessment criteria. He will also focus on cash flow forecasting; highlighting the central role it plays in holistic financial planning, but also exploring its limitations.

Learning objectives

  • To understand the structure of the Certified Financial Planner certification and the assessment process;
  • To understand how a candidate should approach the case study and the steps involved in preparing a financial plan that meets the assessment criteria;
  • To identify how useful cash flow forecasting is the construction of a financial plan but also understand its limitations.

About the speaker

Paul is both a Chartered Financial Planner and a Certified Financial PlannerTM Professional, as well as an affiliate of STEP. He won the Chartered Institute of Securities & Investment’s CFP of The Year Award for 2020. He has worked in financial services for 17 years, spending the last 11 years as a financial planner at the Financial Planning Corporation LLP in Ainsdale, providing a holistic financial planning service to high net worth business owners and professionals.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at