Episode 25: Choosing a Financial Professional episode artwork

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/

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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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...

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