Financial Planning Forum

The CDA Board will establish a forum consisting of invited practitioners for the creation of good practice guides and methodologies supporting the wider development of financial planning as a practice and aligned to a firm's Consumer Duty objectives.

The Forum will be chaired by Nick Cann BEM. Nick was previously Chief Executive of the Institute Financial Planning for 18 years and is a recognised leader in the sector financial planning. Having survived a stroke and Aphasia 10 years ago, he's now a Stroke Association volunteer.

  • Nick Cann BEM

    Nick Cann BEM

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