check whether they charge a fee for advice or operate on commission for execution
Couple of questions if I may,
What are the differences between a planner and a advisor, Is one only for pre retirement advice and the other post retirement advice or can both do both ??
And how do you know if you've got a good one, is it simply just down to the returns you make or don't ??
Lol.
Personally I find that posting massively over simplified generalizations so much easier than carefully considered posts.
Come on Gordon, not up to your usual standard!
Personally, I don’t place much faith in the CFP qualification. Having reviewed the syllabus and met plenty of CFPs, it is, in my view, the QFA on speed and just another calling card for product pushing bank salesmen.
The fact that it is evolving into the minimum standard for product floggers in the pillar banks tells you all you need to know. And the fact that most of them seem to carry cheap black folders with their name and “CFP” on it which is particularly low-end!
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