WPU is proud to be the 1st officially registered student chapter of the Financial Planning Association.

Monday, November 8, 2010

8 things your financial planner won't tell you.

MSN Money's Liz Pulliam Weston recently posted a great article about how not all financial planners are created equal. Read it by clicking here:

The 8 items deal with:
1. Qualifications
2. Fiduciary status
3. Compensation types
4. Comprehensive/holistic approach vs narrow focus
5. "If the only took you have is a hammer, everything looks like a nail."
6. Trying to time/beat the market.
7. Follow fundamentals or fads?
8. Disciplinary history?

William Paterson University encourages students in its financial planning degree program to become professionals who obtain professional designations and put the clients interests' first.