 Financial services should be delivered, not sold! The ABC's of a Financial Education AVOID: Popular magazines, books, and personalities. Most seminars (most are offered by sales professionals).More... Listening to those who don’t have the proper background. Websites that hype and advertise excessively. BUY: Books written by properly educated professionals described in the next post. Publications such as Wall Street Journal and Kiplinger. Books that you find at your local college bookstore. Reading material recommended for college courses in financial planning and investments. There are many great sites that help educate you such as:
- Vanguard.com
- Fidelity.com
- Savings Plus Program (http://sppforu.nrsservicecenter.com/nrs/?Site=California)
- www.Morningstar.com www.NASD.com
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Look For Professionals Who Have The Right Credentials |
 Financial professionals should have education and experience in their field. As a minimum I recommend the following professionals attain a certain level of education and experience in specific subject areas. Accountants = Four or six year degrees (Bachelors/Masters) in Accounting + CPA.
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Attorney = Four years degree + law degree + five years experience.
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Bookkeepers = Five years experience, especially working under a CPA.
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Financial Consultants (advisors and planners) = Four year degrees in Accounting or
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Finance + MBA/MS Finance or CFP + five years experience.
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Insurance Agent = Four or six year degrees (Bachelors/Masters) in Accounting, Economics, or Finance.
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Stockbrokers = Four year degrees in Accounting or Finance + MBA/MS Finance or CFP + ten years experience.
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