Financial Planning Courses: Choosing a Financial Planner

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1.
Financial planning exists to help us become rich.
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False. Not everyone wants to get rich. But everyone wants to achieve their life goals, which is what financial planning is for.
2.
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.
3.
Why is it a good idea to evaluate your financial plan regularly?
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To make sure it is meeting your needs. You should evaluate your plan regularly because your goals might change, your investments might need to change -- and you might even need to change your planner.
4.
All financial planners offer the same types of services.
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False. The services a planner offers can vary greatly among planners.
5.
A financial planner might charge you both a fee and a commission.
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True. Since fees and commissions compensate the planner for different services, some planners will charge both. It's good to ask how he or she charges.