Montana State University

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Solid Finances

Tuesday, October 9, 2012 from 12:05 pm - 12:55 pm
Strand Union Building, Ballroom B

Selecting an investment advisor is decision that can have a significant impact on your financial future.  This session will teach users how to access an investment advisor's "BrokerCheck" report and how to interpret this information.  Investment advisors tend to have a lot of different designations and titles after their name.  This session will explain the meaning of CFP, CFA, CFA, Agent, Broker, Registered Representative and other common designations.

The cost of this event is: Free

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For questions regarding this event, please contact:

Human Resources

Sponsored by:
Human Resources

Listed as: Other Human Resources