Course 509: Seeking Financial Advice
Ask for References
In this course
1 Introduction
2 Decide What You Want.
3 Ask the Right Questions
4 Investigate Investment Philosophy
5 Calculate the Cost
6 Ask for References

Ask the advisor for references from investment professionals (such as certified public accountants or certified financial planners) or attorneys who have seen the advisor's work before. Such professionals have reputations they won't want to jeopardize.

Next: The Quiz >>


Search
Print Lesson |Feedback
Del.icio.us Del.icio.us | Digg! digg it
Learn how to invest like a pro with Morningstar’s Investment Workbooks (John Wiley & Sons, 2004, 2005), available at online bookstores.
Copyright 2015 Morningstar, Inc. All rights reserved. Please read our Privacy Policy.
If you have questions or comments please contact Morningstar.