EPISODE · Sep 1, 2021 · 48 MIN
Episode 25: Choosing a Financial Professional
from Making Cents of Money · host Making Cents of Money
Choosing a financial professional can be a tricky process. Check out our latest episode of our Making Cents of Money podcast to find out where to look and what to ask when you're considering beginning this important financial relationship! Additional resources mentioned in the episode: • Choosing a Financial Pro webinar recording: https://youtu.be/PrhWdm-ALX4 • Illinois License Lookup Tool: https://online-dfpr.micropact.com/lookup/licenselookup.aspx • Illinois Securities Department: https://www.cyberdriveillinois.com/departments/securities/home.html • FINRA BrokerCheck: https://brokercheck.finra.org/ • Money Mentors program in IL: http://go.illinois.edu/moneymentors • Housing Counselor: https://www.consumerfinance.gov/find-a-housing-counselor/ • Financial Planning Association: https://www.plannersearch.org/ • NAPHA (Nat Association Professional Financial Advisors: https://www.napfa.org/ • National Foundation for Credit Counseling: https://www.nfcc.org/
What this episode covers
Choosing a financial professional can be a tricky process. Check out our latest episode of our Making Cents of Money podcast to find out where to look and what to ask when you're considering beginning this important financial relationship! Additional resources mentioned in the episode: • Choosing a Financial Pro webinar recording: https://youtu.be/PrhWdm-ALX4 • Illinois License Lookup Tool: https://online-dfpr.micropact.com/lookup/licenselookup.aspx • Illinois Securities Department: https://www.cyberdriveillinois.com/departments/securities/home.html • FINRA BrokerCheck: https://brokercheck.finra.org/ • Money Mentors program in IL: http://go.illinois.edu/moneymentors • Housing Counselor: https://www.consumerfinance.gov/find-a-housing-counselor/ • Financial Planning Association: https://www.plannersearch.org/ • NAPHA (Nat Association Professional Financial Advisors: https://www.napfa.org/ • National Foundation for Credit Counseling: https://www.nfcc.org/
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Episode 25: Choosing a Financial Professional
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