AFA White Papers

The AFA along with Beddoes Institute have created a series of White Papers in association with our partners to provide detailed research and inform members about a specific area within the industry. These have been created to help our members understand an issue further or help them make a decision. 


Pathways to Excellence - October 2012 - Zurich

The Trusted Adviser - May 2013 - Zurich

The Value of Protection - July 2013 - BT

Connected Convenience - July 2015 - Zurich

Money, Well-being and the Role of Financial Advice - May 2016 - TAL


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Financial Advice Competency Framework - 

An Industry Consensus October 2017