Financial Planning Courses: Choosing a Financial Planner

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1.
All financial planners sell investment products.
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False. Not all of them are licensed to sell investment products.
2.
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.
3.
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.
4.
Where are you likely to find many financial planners and advisors in different capacities all in one location?
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At financial services companies. These companies employ many planners and advisors in many different capacities.
5.
Before you can begin making a financial plan, your financial planner must examine _______.
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All of the above. A planner will look at all of these in the beginning.