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Event
Financial Skills: Advisors & Financial Planning
Thursday, October 24, 2019 18:30to20:30
Maass Chemistry Building
801 rue Sherbrooke Ouest, Montreal, QC, H3A 0B8, CA
We will go over the questions to ask and the steps to take when selecting a good financial advisor. We will review how to set up a financial plan (Investment Policy Statement, "Know your Client"). Finally, we will review what services you should expect from a听good financial advisor and how they can help you better manage your finances.
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Learning Outcomes:听
- Know what key questions to ask when selecting a financial advisor.
- 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.
- Be aware of the various services offered by financial advisors and how they can help you better manage your finances.
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