Financial Skills for the Real World: 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.
Online Event Instructions
Zoom registration