Why Choose a CFA Charterholder as your wealth manager?

Find out now

Working with a Financial Adviser

Setting Goals and Making Plans

The Basics

• Choosing a Financial Adviser (PDF)
• Why Choose a CFA Charterholder? (PDF)
• Where to Turn for Help with Your Investments (PDF)
• Managing Your Adviser Relationship (PDF)
• Understanding your adviser’s responsibilities

Checklists

• Questions to ask yourself before talking with an adviser
• Questions to ask the adviser in your first meeting
• Questions the adviser should ask you

Setting Goals

• Defining Your Investment Objectives (PDF)
• The Difference between Goals and Dreams (PDF)
• Ensuring Retirement Years Are Golden (PDF)
• Memo from Arthur Zeikel to His Daughter on Managing Your Own Portfolio (PDF)

Making Plans

• Ten ways you can avoid fraud
• Twelve common investment mistakes
• Ten tips for socially responsible investing
• Investing and Inflation: Time to Protect Your Future? (PDF)