3.4 learning

By Mattk_45
  • 1 CE

    Finanical experts

    Financial experts can help you:
    • help set realistic financial goals for you
    • Assess your current financial status
    • Develop comprehensive plans to help meet your financial goals
    • Help put your plan into action and monitor how to progresses
    • help you stay on track to meet changing goals
  • 1 CE

    Choosing them - what to look for

    Credentials that demonstrate competence, they provide a starting point for evaluating competence. There are dozens of designations. Don't be swayed by letters, unless they actually mean something
    Adherence to a Fiduciary Standard. There is an ongoing debate as to whether all financial advisers should be required to adhere to a fiduciary standard
  • 1 CE

    Choosing them - what to avoid

    Products that Seem Too Good to be True, then it probably is too good to true.
    Products Which are Difficult to Understand. You should not invest in anything that is too exotic or complicated to understand.
    Dinner Seminars. Expensive products are often pitched at dinner seminars.
    Recommendations to Switch Insurance Policies, there are advisers that will recommend a switch because they benefit, not you.