The Clock is Ticking – Top Tips for Transition Success

Presented by

Nick Cann CFP, Chief Executive, Institute of Financial Planning

About this talk

In this session Nick will consider the immediate challenges facing advisers. He will offer some tips for dealing with these and plot a journey for individuals and firms to follow in order to take advantages of the opportunities that the anticipated changes present forward thinking businesses. The IFP is able to draw on the experience of successful Financial Planning businesses in the UK in addition to the global community of Financial Planners. He will consider: · The retail distribution review · UK trends for Financial Planning businesses · Global trends for Financial Planning businesses · How relevant qualifications and support within a robust business framework can link directly to greater productivity and profitability Nick Cann CFP has been Chief Executive of the Institute of Financial Planning for 10 years. He also sits as a delegate on the Financial Planning Standard Board CFP Council. He has served as Chairman of the European CFP Council and the International Marketing and Communications Committee. He has overseen significant change in the Financial Planning world and has strong views on the subject. He sat on the FSA’s Distribution Review working group looking at Professionalism and Reputation and continues to sit on relevant panels and working groups including the Professional Standards Group. He is a previous winner of IFA Personality of the Year at the Professional Adviser awards and voted most influential person working with IFAs in 2008. He is a regular speaker at conferences and also occasional after dinner speaker.

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