Documents and publications


Outsourcing investement management	Platforms and your business	Advice horizons

	AIFA FFWD Guide to Business Audit
	AIFA FFWD Guide to Business Vision
	AIFA FFWD Guide to Client Management
	AIFA FFWD Guide to Client Proposition
	AIFA FFWD Guide to Client Segmentation
	AIFA FFWD Guide to Financial Model
	AIFA FFWD Guide to Pricing the Proposition
	AIFA FFWD Guide to Project Management Plan
	AIFA on RDR-Press release
	AIFA RDR Manifesto 2009
	Checklist for running a Business Vision Workshop
	Client Management Template
	Demonstration
	Financial Model Workbook
	FSA CP10 08
	FSA DP10 02
	JP Morgan Reaping Rewards 2009
	Module 01: Guide
	Module 02: Business Vision Document template
	Module 07: Client Management Workbook
	Module 04: Advice Process Workbook
	Module 04: Client Proposition Workbook
	Module 05: Time Cost Analysis Workbook
	Module 08: Actions Issues Risks Log Workbook
	Module 08: Project Management Plan workbook
	RDR FSA Consultation paper, June 2009
	RDR FSA Discussion Paper, June 2009
	RDR FSA Feedback Statement, November 2009
	RDR Latest Thinking
	RDR FSA Interim Report, April 08
	Risks, Actions & Issues Log Workbook

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