Why advice firms need to consider succession planning

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • To be able to explain the benefits of having a good succession plan
  • To be able to describe the challenges associated with succession planning
  • To be able to identify the options available in succession planning
  • To be able to explain the benefits of having a good succession plan
  • To be able to describe the challenges associated with succession planning
  • To be able to identify the options available in succession planning
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
pfs-logo
cisi-logo
CPD
Approx.30min
Why advice firms need to consider succession planning
(Rawpixel/Envato Elements)

Succession planning can be a difficult subject to broach, or even think about as the owner of an advice firm, but it is important to do so even from early on.

Unlimited access to our award-winning journalism

Read the full story with a free account

  • Read without interruption - full access to our reporting on the financial intermediary market
  • Bank CPD while you read
  • Share your perspectives
  • Stay in the know with our daily newsletter
  • Receive personal recommendations
Already have an account?Sign In
PAGE 1 OF 4
CPD
Approx.30min
CPD questions are available on the last page of this article