Financial Planning Courses: Choosing a Financial Planner

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1.
If a financial planner charges you a set amount of money for a financial plan, this money is called a _______.
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Fee. This is a set amount charged for services.
2.
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.
3.
A good financial planner will likely tailor a debt-ridden client's financial plan toward repaying debt rather than investing.
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True. Financial planners take stock of your current financial situation and tailor your plan to that.
4.
You can locate a financial planner by researching the various professional associations that serve planners.
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True. You can go to their Websites and find planners who work near you.
5.
Some financial planners can also buy and sell investments for you.
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True. If they have the licenses for it, they can offer this service.