How to Select and Evaluate Your Financial Services Provider

Whether you already have a financial services provider, or are trying to select one, this course will give you the confidence to effectively evaluate your options and make the choice that’s right for you. What’s the difference between a broker, an adviser and a financial planner? What do all the titles and designations mean? How can their background and credentials be checked out? What services should you insist on having provided? When interviewing a prospective financial services provider, how do you differentiate between a straight-talking professional and a flimflam salesman?

Created by Wanda Roberts

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