貴金屬投資技術(shù)分析英文版(9)-預(yù)覽頁(yè)
【正文】 lanner (CFP) ? Chartered Financial Consultant (ChFC) ? Accredited Financial Counselor (AFC) ? Attorney ? Financial manager ? Accountant ? Real estate broker ? Stock broker CRITERIA FOR SELECTING FINANCIAL ADVISORS Training Professional Improvement Registrations/licenses Types of clients and ine of clients References Professional designations Length of time in business Form of pensation Questions to Ask Your Potential Financial Professional 1. What is your professional background, including certifications? 2. How long have you been doing financial planning? 3. How long have you been in the munity? 4. Who can vouch for your professional reputation? 5. Will you provide references from three or more clients who you have counseled for at least two years? More Questions to ask a Financial Professional… 6. Will you manage my account(s) or will it be an associate? 7. May I see examples of your plans and monitoring reports you have drawn up for other investors? 8. Are you a member of any financial planning trade anizations? 9. If you earn missions, from whom? level of investment risk do you generally use? How is a Financial Professional Paid? Fee Only Planner Commission Only Planner Fee and Commission Planner Keys to Success What’s Your Investment .? Your County Your Name Family and Consumer Sciences “Educating People to Help Themselves”
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