1. What is a good financial advisor likely to discuss before suggesting any investment ideas?

2. Which of the following is typical of a Financial Advisor?

3. When you are dealing with employees of a reputed bank or a financial institution what should you look out for?

4. Which of the following is the main focus of a distributor?

Are you getting the right financial advice?

financial advice

  • Level - 6,3,8,6 BASIC

Distributors sell different financial products. Financial advisors use a systematic process of risk profiling and cash flow planning to invest client funds for the long term. Watch this video to know the difference between distributors and financial advisors, and learn about the right questions to ask them.

AUTHOR(s):Uma Shashikant


financial planning


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