Consumer Guide to Financial Self-Defense

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CONSUMER GUIDE TO FINANCIAL SELF-DEFENSE is a brochure designed to help consumers identify a qualified financial advisor. It provides tips and a list of top 10 "red flags" that may signal an unethical financial advisor. Also provided is information about filing a complaint if unethical or incompetent practices are suspected.

Provider
Certified Financial Planner Board of Standards (CFP Board)
Author
Certified Financial Planner Board of Standards
Price
Free
Published
2010
Resource Categories
Information
Resource Type
Booklet/Pamphlet, Downloadable resources
Grade Level
Adult Consumer, 11th grade, 12th grade, College & young adult
Target Users
Adult Consumer
Jump$tart Standards
None

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