Which of the following is a relevant question to ask a financial planner?
A)What are your credentials and professional designations?
B)Would you provide us with references?
C)Would you show us a similar financial plan you have done for someone else?
D)Will you provide us with a written estimate of your services and their cost?
E)All of the above

Question

Quizplus · Accepted Answer

All of the above questions are relevant and important to ask a financial planner when looking to hire their services. Asking about credentials and professional designations helps to ensure that the planner has the necessary skills and experience to help with your specific financial goals. Requesting references is a good way to gauge the planner's track record and level of client satisfaction. Seeing a similar financial plan the planner has created for someone else can give you an idea of their approach and expertise. And getting a written estimate of services and costs helps ensure there are no surprises, and that the services offered fit within your budget.

Which of the Following Is a Relevant Question to Ask