From the CFP Board, (www.cfpboard.org) important tips to help the public:
- Identify common “red flags” that signal an unethical or unqualified financial advisor,
- Learn what they can do to protect themselves,
- Take the steps required to select a qualified financial advisor, and
- Feel empowered when making financial decisions with the help of an advisor.
See http://www.cfp.net/learn/FinancialSelfDefense/welcome.asp
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