Financial Skills for the Real World: Advisors and Financial Planning

Tuesday, June 20, 2023 10:00to12:00
 Advisors and Financial Planning

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" form). Finally, we will review what services you should expect from a good financial advisor and how they can help you better manage your finances.

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.
• Be aware of the various services offered by financial advisors and how they can help you better manage your finances.

IMPORTANT: Students must register with their official McGill email address in order for the registration to be valid.

No-Show Fee Alert: There are no fees associated with SKILLSETS webinars; however, registering for an online event is a commitment to attend. If you can no longer attend, make sure to cancel your registration. Otherwise, a $25 No-Show Fee will be charged to your McGill student account. Exceptions will only be made for students in the case of emergencies or “extenuating circumstances”. https://www.mcgill.ca/skillsets/policies

The SKILLSETS Financial Skills workshops offer general information intended for personal knowledge and skills development only and are not intended as legal, financial or other professional advice. A professional advisor should be consulted regarding your specific situation.


These educational workshops are facilitated by a SKILLSETS Skills Development Officer who does not hold any official certification as a financial advisor, accountant, realtor. While information presented is believed to be factual and current, it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect those of the SKILLSETS Skills Development Officer and are subject to change.

Register here!

Online Event Instructions

Zoom registration

Back to top