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Financial Planning Courses: Choosing a Financial Planner

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1.
Before a financial planner can create a financial plan for you, what must both of you do?
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All of the above. You must get all of these settled before starting on a plan, because the plan will be based on them.
2.
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.
3.
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.
4.
Which of the following areas should you ask your financial planner about?
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All of the above. You should ask your planner about his or her experience, licenses held, services offered, charges, and his or her approach to planning.
5.
To look up a financial planner to make sure he or she has not committed any violations, you can go to _______.
Choose wisely. There is only one correct answer.
BrokerCheck. BrokerCheck is a convenient online source that lets you look up a broker or financial planner to check for ethics or criminal violations.