USEFUL WEBSITES AND FURTHER READING
Websites
Wealthpartner: dedicated website for readers of The Financial Times Guide to Wealth Management. You can download a range of templates, tools and questionnaires to assist you with creating your own plan. You can also sign up for a free wealth planning update service.
Institute of Financial Planning: official website for the professional body that awards and monitors the international Certified Financial Planner CM (CFP) and Accredited Financial Planning Firm accreditations. Online searchable registry of Accredited Financial Planning Firms in the UK is available at www.financialplanning.org.uk/wayfinder
Findanadviser: consumer website of the Personal Finance Society – the professional body that awards ...
Get The Financial Times Guide to Wealth Management, 2nd Edition now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.