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10 questions to ask when choosing a financial planner.

Available copies

  • 2 of 2 copies available at Evergreen Indiana.

Current holds

0 current holds with 2 total copies.

Show Only Available Copies
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: al-planner/10questions.html#cfpboard; current access available via PURL.
Subject: Finance, Personal > United States.
Financial planners > United States > Evaluation.

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