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Event
Advisors and financial planning
Thursday, February 15, 2024 16:00to18:00
In this workshop from the Financial Skills for the Real World series, we will go over the questions to ask and the steps to take when selecting a good financial advisor. We'll also review how to set up a financial plan (Investment Policy Statement, "Know your Client" form). Finally, we will review what services you should expect from a good financial advisor and how they can help you better manage your finances.
Learning Outcomes:
鈥� Know what key questions to ask when selecting a financial advisor.
鈥� Learn about the information contained in IPS and KYC forms and how they can be useful in determining your short- and long-term investment strategies.
鈥� Be aware of the various services offered by financial advisors and how they can help you better manage your finances.
IMPORTANT: Students must register with their official 黑料不打烊 email address in order for the registration to be valid.
No-Show Fee Alert: There are no fees associated with SKILLSETS webinars; however, registering for an online event is a commitment to attend. If you can no longer attend, make sure to cancel your registration. Otherwise, a $25 No-Show Fee will be charged to your 黑料不打烊 student account. Exceptions will only be made for students in the case of emergencies or 鈥渆xtenuating circumstances鈥�. /skillsets/policies
Online Event Instructions
Zoom registration