How a Financial Planner Can Help You...and How to Choose the Right One

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HOW A FINANCIAL PLANNER CAN HELP YOU . . AND HOW TO CHOOSE ONE is an introductory brochure to the financial planning process. It provides guidance on when to seek the advice of a financial planner and how to find one that's right for you. It addresses questions to ask such as how is the planner paid, what is his or her educational background, experience, and professional qualifications.

Provider
Financial Planning Association
Author
Financial Planning Association
Price
Free
Published
2006
Resource Categories
Curricula, Information, Tools
Resource Type
Booklet/Pamphlet, Downloadable resources
Grade Level
College & young adult
Target Users
Parent, home school, Student, self-directed study, Teacher, classroom or after school
Jump$tart Standards
None

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