
10 Questions to Ask When Choosing a Financial Planner – An Update
The Certified Financial Planning Board of Standards and CFA Institute both are committed to investor education, including providing information to help consumers choose a financial advisor. The CFA Institute has published an article titled "What Every Invstor Should Know," while the CFP Board of Standards offers its own brochure titled "10 Questions to Ask When Choosing a Financial Planner." While the CFA Institute's publication is more comprehensive, the CFP Board's "10 Questions" is a more p...
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