| 10 Questions to ask When Choosing A Financial Planner |
|
Further Information
|
| Title |
10 Questions to ask When Choosing A Financial Planner |
| Author |
CFP Board |
| Publication Year |
2003 |
| Grade Level |
11, 12, Adult |
| Description |
This brochure provides a checklist of questions to ask while interviewing and evaluating several people before selecting your personal financial planner. Questions focus on topics such as the planner's experience, qualifications, services offered, payment for services, and whether the planner has been publicly disciplined by any government or professional regulatory organization. |
| Major Descriptors: |
Money Management, Saving and Investing |
| Minor Descriptors: |
Decision making, Financial services |
| Type of Material |
PDF or Print |
| Interest Group |
General |
| Price |
Free |
Length |
8 pages |
| Ordering Information |
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