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CDA Technology Forum - "Tech to support Client Reviews"
Thu 6 Feb 12:00 PM - 1:00 PM GMT
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Advice Tech Forum - 'AI and suitability reports'
Wed 26 Feb 12:00 PM - 1:30 PM GMT
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CDA Protection Forum - "Using Cashflow planning to highlight Protection needs"
Thu 13 Mar 12:00 PM - 1:00 PM GMT
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CDA Protection Forum - "The role of Protection in IHT planning"
Wed 21 May 12:00 PM - 1:00 PM BST
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CDA Protection Forum - "Life cover, trusts and vulnerable clients"
Thu 17 Jul 12:00 PM - 1:00 PM BST
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