Choosing a Financial Planner Video

  • Free
  • No Reviews
  • 0 Favorites

CHOOSING A FINANCIAL PLANNER is a 5-segment video that describes why you may want to hire a financial planner, the process of choosing a financial planner, the importance of full disclosure such as the planner's education, experience, and professional relationships, and how the planner charges for services provided.

Provider
Financial Planning Association
Author
Financial Planning Association
Price
Free
Published
2009
Resource Categories
Curricula, Information, Tools
Resource Type
Downloadable resources, Online Video Streaming, Video
Grade Level
College & young adult
Target Users
Parent, home school, Student, self-directed study, Teacher, classroom or after school
Jump$tart Standards
None

No Comments Found

No Reviews Found