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Event
Financial Skills for the Real World Series: Advisors & Financial Planning
Thursday, June 20, 2019 18:30to20:30
Burnside Hall
805 rue Sherbrooke Ouest, Montreal, QC, H3A 0B9, CA
We will go over the questions to ask and the steps to take when selecting a good financial advisor. We will review how to set up a financial plan (Investment Policy Statement, "Know your Client"). Finally, we will review common types of trusts and their associated features.
Register here >>
Learning Outcomes:
- Know what key questions to ask when selecting a financial advisor.
- Learn about the information contained in IPS and KYC forms and how they can be useful in determining your short and long-term investment strategies.
- Develop a basic understanding of different types of trusts.