Consumer Guide to Financial Self-Defense
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CONSUMER GUIDE TO FINANCIAL SELF-DEFENSE is a brochure designed to help consumers identify a qualified financial advisor. It provides tips and a list of top 10 "red flags" that may signal an unethical financial advisor. Also provided is information about filing a complaint if unethical or incompetent practices are suspected.

Provider
Certified Financial Planner Board of Standards (CFP Board)
Author
Certified Financial Planner Board of Standards
Price
Free
Published / Released Year
2010
Resource Categories
Information
Resource Type
Booklet/Pamphlet, Downloadable resources
Target Users
Adult Consumer
Grade Level
Adult Consumer, 11th grade, 12th grade, College & young adult
Languages
English
Order Phone Number
(800) 487-1497
Jump$tart Standards
None

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