The Financial Services Industry
Course # 351
Understand how various financial advisors are compensated and how that will impact you. Learn the questions that must be asked of any financial advisor.
- Financial advisors' compensation and the impact on you.
- Questions to ask a financial advisor.
- Conflicts of interest revealed.
- Ask the advisor/prospective advisor the right questions.
- Understand how an advisor is compensated and how that will impact you.
- Understand the various conflicts of interest that exist.
Participants (audience course is aimed at):
This course is suitable for any UI employee.