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McGill's Co-Curricular Record (CCR) is becoming the new Student Experience Record (SER), which will be launched in Fall 2025 in the myFuture platform. This change will enhance the way we recognize and document student learning experiences both inside and outside the classroom. See more information about the SER here.

The deadline to submit CCR participation/attendance lists has passed. Activities that took place before July 1, 2025, were eligible for the CCR, but any participant lists received after August 1 will not be processed. Historical CCR data will be preserved and migrated to the SER for current students.

Event

Financial Skills: Advisors & Financial Planning

Thursday, October 24, 2019 18:30to20:30
Maass Chemistry Building 801 rue Sherbrooke Ouest, Montreal, QC, H3A 0B8, 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 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.

 

Register now!

Related Links

View event in myInvolvement.
Category: 
Tags: 
Graduate Students
SKILLSETS Graduate Workshops
Teaching and Learning Services
Wed, 08/28/2019 - 01:11
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/involvement
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