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