FINANCIAL PLANNING PROGRAM

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.

2 comments:

  1. A financial planner will meet with their clients and help them set their financial goals.We need to work with a financial planners Orlando to be able to move most of this money into accounts that won't be taxed until we withdraw funds to spend.

    financial planners orlando

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  2. I feel that a good Denver Financial Planner would help there clients no matter what happens. They Should not hide anything and be upfront with everything they do.

    ReplyDelete