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Financial Planning Courses: Choosing a Financial Planner

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1.
At what point in the process of working with a financial planner do you establish the goals you are trying to meet?
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In the beginning. Setting your goals must be done at the beginning. Otherwise, your planner won't know what kind of plan to craft.
2.
All financial planners offer the same types of services.
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False. The services a planner offers can vary greatly among planners.
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.
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.
5.
To look up a financial planner to make sure he or she has not committed any violations, you can go to _______.
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BrokerCheck. BrokerCheck is a convenient online source that lets you look up a broker or financial planner to check for ethics or criminal violations.