11.3.8 Summary of key messages

From: Financial Consumer Agency of Canada

  • Professional advice can help you understand and manage your personal finances, especially where complex and technical decisions are needed.
  • You can find advice from many different kinds of financial professionals, often at little direct cost (although there may significant indirect costs).
  • It's your responsibility to manage your relationship with your financial professionals by:
    • selecting appropriate financial professionals
    • working with them to find the best products and services for your needs
    • assessing them and their recommendations regularly.

At the end of the module, you will find an Action plan. This is a tool that you can use to track your progress and take the next steps to manage your financial planning successfully in the future. Use the action plan as a roadmap for financial action!

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