Home > Planning > Beginner

Planning Beginner: Using Financial Planners

Introduction to Using Financial Planners What Is a Financial Planner? What Do Financial Planners Do? How Are Financial Planners Compensated? Questions to Ask Your Financial Planner Financial Planner Designations and Professional Associations Summary of Using Financial Planners
Image for Introduction to Using Financial Planners

Introduction to Using Financial Planners

(1 of 7)

A financial planner helps you set and meet goals in many areas of your financial life. We will look at this in a little more detail.

What you will learn

  • What Is a Financial Planner?
  • What Do Financial Planners Do?
  • How Are Financial Planners Compensated?
  • Questions to Ask Your Financial Planner
  • Financial Planner Designations and Professional Associations

What do you know?

Take the quiz

Introduction to Using Financial Planners

A good financial planner can help make the difference between meeting your financial goals and failure. But before you run out to get all that great advice, you need to be aware of how the financial planning profession works. You should work with someone you feel you can trust. You will need to understand what charges to expect and what you can expect from a qualified planner.