What is Active Cash Management?

CPD Training

A CPD-Accredited course for Financial and Professional Advisors

It’s important to keep up-to-date with new trends and industry changes in financial services. We have designed and developed a comprehensive Cash Management course to help Financial Advisors understand the importance of Cash Management as a complement to their clients’ complete asset portfolio.

CPD-Accredited course

Outcomes of the course:

  • Broader understanding of cash management
  • Current UK economic influences on the industry as a whole
  • How Technology can help Financial Advisors in their Cash Management endeavours
  • The importance of client priorities of security, liquidity and return in relation to their cash portfolio
  • How cash management helps lawyers and accountants adhere to their fiduciary obligations

CPD-Accredited course

Whether your client is an individual, a company or charity, effective cash management will go a long way to ensure their complete asset portfolio is managed. The duration of the course will be 1 hour and you will earn 1 point towards your CPD accreditation status.

The course is available to firms in the following formats:

  • Via an online presentation and meeting format with a live presenter
  • Face to face group meetings at your office for more than 5 attendees

Simply contact us for more information and to book a slot.