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UID:20260605T032638EDT-7569W9Pu4b@132.216.98.100
DTSTAMP:20260605T072638Z
DESCRIPTION:We will go over the questions to ask and the steps to take when
  selecting a good financial advisor. We will review how to set up a financ
 ial plan (Investment Policy Statement\, 'Know your Client'). Finally\, we 
 will review what services you should expect from a good financial advisor 
 and how they can help you better manage your finances. Learning Outcomes: 
 Know what key questions to ask when selecting a financial advisor.Learn ab
 out the information contained in IPS and KYC forms and how they can be use
 ful in determining your short and long-term investment strategies.Be aware
  of the various services offered by financial advisors and how they can he
 lp you better manage your finances. Register now!
DTSTART:20191024T223000Z
DTEND:20191025T003000Z
LOCATION:Maass Chemistry Building\, QC\, Canada\, Montreal\, H3A 0B8\, 801 
 rue Sherbrooke ouest
SUMMARY:Financial Skills: Advisors & Financial Planning
URL:/involvement/channels/event/financial-skills-advis
 ors-financial-planning-299993
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