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Winnipeg Free Press (Newspaper) - February 15, 2001, Winnipeg, Manitoba 14 The Jewish Post fir News Financial Guide 2001 Choose a CAIFA advisor for your financial rphe Canadian Association of Insurance and Financial Advisors CAIFA cares about your financial why we promote rigorous standards for financial When youre looking for a financial use this checklist to determine who is right for Do you follow a recognized code of professional conduct Financial like mutual funds and are but you need to be sure that your advisor is committed to your interests first and foremost CAIFAs members must abide by a strict code of professional conduct to remain in good standing with the Are you involved in a continuing education program A commitment to continuing education is an important component of keeping All CAIFA members must fulfil a mandatory annual continuing education What designations do you have Designations take time and effort to of the most respected include the Certified Financial Planner CFP and the Chartered Life Underwriter both offered by Do you have a specialty Some advisors specialize in If your advisor is part of a who will to realize your Do you have a disclosure document It should list things like method of conflicts of business affiliations as well as details about the advisors personal And make sure your advisor has errors and omissions insurance its a sign of their commitment to May I speak with three who have similar financial goals as me Ask for references and CHECKTHEM Dont be afraid to ask detailed questions about whether the advisor has accountable and i have the right to as muchinformation t as you need to be 100 per cent comfortable with your financial ASK FOR IT Your financial future depends on C ASSOCIATION or INSI UANCI Amisoit CAIFA has been promoting excellence in financial services since Jo find out visit our website at
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