For Investors: Education Is Key to Protection


3 Things to Know About Financial Planners

3 Things to Know About Financial Planners

As you seek out a financial professional, you are apt to come across individuals who call themselves financial planners. It's a phrase that encompasses many types of services and skills. Here are three things you need to know about financial planners.

Prepare to Invest

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Set Your Financial Goals

Know what you want to accomplish with your investments before you invest.

Products and Professionals

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Key Investing Concepts

Learn about a range of investment products and the people who sell them.

Protect Your Money

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Avoid Fraud

Learn to spot and avoid investment fraud.

Resolve a Problem

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File a Complaint

Start here if you need help.