Financial Planning Courses: Choosing a Financial Planner

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1.
All financial planners offer the same types of services.
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False. The services a planner offers can vary greatly among planners.
2.
What is the purpose of doing financial planning?
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To achieve your goals and dreams. Financial planning exists so you can manage your money such that you achieve your goals and dreams.
3.
What does BrokerCheck allow you to do?
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Find out whether a broker or financial planner is ethical and legitimate. BrokerCheck lets you look up a broker's or planner's professional standing.
4.
A commission is usually a fixed rate.
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False. A commission is an amount paid to an agent as compensation for executing a transaction. Commissions are usually a percentage of the amount you invest in a product.
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.