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HOW TO PICK A PLANNER.
- Source :
-
Newsweek . 2/13/2006, Vol. 147 Issue 7, p63-66. 3p. 2 Color Photographs. - Publication Year :
- 2006
-
Abstract
- This article provides a guide for sorting good financial planners from poor ones. According to the article, a genuine financial planner is one who is certified (CFP). The North American Securities Administrators Association warns against the various types of elder or senior specialists financial planners, whose training was minimal. The article also advises people to find a CFP who is a fee-only planner with at least five to six years of experience. A list of sources is provided.
Details
- Language :
- English
- ISSN :
- 00289604
- Volume :
- 147
- Issue :
- 7
- Database :
- Academic Search Index
- Journal :
- Newsweek
- Publication Type :
- Periodical
- Accession number :
- 19622107