理財規劃6步驟與選擇理財顧問10大問.PDFVIP

理流六 1. FPSB: Establish and define the client-planner relationship. FPAT: 立認證理財規劃顧問雙 2. FPSB: Gather client data, including goals. FPAT: 料 3. FPSB: Analyze and evaluate your financial status. FPAT: 料 4. FPSB: Develop and present financial planning recommendations and/or alternatives. FPAT: 了理 5. FPSB: Implement the financial planning recommendations. FPAT: 行理 6. FPSB: Monitor the financial planning recommendations. FPAT: 理行度 料來: FPSB: /learnaboutfinancialplanning/financialplanningprocess.html FPAT: .tw/2_know_cfp/cfp_vaule.htm 理 1. FPSB: What experience do you have? Find out how long the financial planner has been in practice and the number and types of companies with which he or she has been associated. Ask the planner to briefly describe his or her work experience and how it relates to his or her current practice. Choose a financial planner who has sufficient experience counseling individuals on their financial needs. FPAT: 理金 理年 2. FPSB: What are your qualifications? Many different types of financial practitioners use the term ‘financial planner.’ Ask the financial planner what qualifies him or her to offer financial planning advice and whether he or she is a CERTIFIED FINANCIAL PLANNER professional. Look for a financial planner who has proven experience in topics such as insurance, tax planning, investments, estate planning or retirement 1 planning. Determine what steps the financial planner takes to stay current with changes and developments in the financial planning field. If the planner holds a financial planning designation or certification, check on his or her background with the organization that awarded the credential. FPAT: 金理領 理不濫 理不領金 都 領 律更 理 CFP®認證理財規劃顧問度 參 3. FPSB: What services do you offer