10 questions to ask when choosing a financial planner.

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- 2 of 2 copies available at Evergreen Indiana.
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Location | Call Number / Copy Notes | Barcode | Shelving Location | Status | Due Date |
---|---|---|---|---|---|
Indiana State Library - Indianapolis | GS 11.2:2004006349 (Text) | 755650-1001 | General Federal documents | Available | - |
Indiana State Library - Indianapolis | GS 11.2:2004006349 (Text) | 755650-1002 | Online document | Available | - |
Record details
- Publisher: [Washington, D.C.] : Certified Financial Planner Board of Standards, c1998-2003.
Content descriptions
General Note: | Title from title screen (viewed on Dec. 20, 2003). Includes interview checklist. |
Summary, etc.: | The questions in this brochure will help you interview and evaluate several financial planners to find the one that's right for you. |
System Details Note: | Mode of access: Internet from GSA web site. Address as of 12/20/03: http://www.pueblo.gsa.gov/cic%5Ftext/money/financi al-planner/10questions.html#cfpboard; current access available via PURL. |
Search for related items by subject
Subject: | Finance, Personal > United States. Financial planners > United States > Evaluation. |