Course Information

Location: Online Webcast

Participants will gain important skills to better screen and select financial advisors/planners, portfolio managers, brokers and brokerage firms, tax professionals, attorneys, insurance agents, and financial institutions.

Highlights:

• Learn the essential questions to ask before selecting a financial professional and financial institution
• Identify the ways financial professionals get compensated
• Compare brokerage firms and other financial institutions
• Determine what level of service is needed
• Understand the different types of tax professionals
• Discover red flags when choosing financial professionals and financial institutions
• Discuss the meaning and requirements for various professional credentials
• Discover how to perform background checks on financial professionals and institutions

How to Register:

County Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Court, Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.