Financial Planning Courses: Choosing a Financial Planner

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1.
If you are charged money for stocks that you buy from your financial planner who is also a licensed stockbroker, that charge is called _______.
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A commission. Commissions are charged when you buy or sell a stock.
2.
A good financial planner uses a "one size fits all" approach to easily cover as many clients as possible.
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False. A good financial planner tailors his or her services to each person's situation rather than using a "one size fits all" approach.
3.
Before a financial planner can create a financial plan for you, what must both of you do?
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All of the above. You must get all of these settled before starting on a plan, because the plan will be based on them.
4.
Financial planners must act in their clients' best interests when working with them.
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True. Although this is a generally accepted notion, some planners still do not act in their clients' best interest. That's why it is best to ask a lot of questions before hiring them.
5.
Where can you find financial planners?
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All of the above. Financial planners can be found in any of these locations.