Financial Skills for the Real World Series: Advisors & Financial Planning


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.

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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.

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