Assess how to find credible sources of financial advice.

Indicators for this outcome
(a) Identify various roles in the financial industry such as financial planners, securities dealers and advisors, portfolio managers, insurance brokers, loans officers and accountants.
(b) Investigate how various financial professionals are paid and earn a living.
(c) Research the accreditation required by professionals in the financial industry in Saskatchewan.
(d) Identify financial industry professionals/advisors in one’s community.
(e) Discuss how various cultural communities obtain financial advice.
(f) Discuss ways to find credible financial advice.
(g) Pose questions related to various scenarios that could be answered by a financial professional/advisor.
(h) Research the advantages and disadvantages of obtaining financial advice from sources such as the Internet, friends and family.
(i) Examine the roles of provincial (e.g., Financial Consumer Affairs Authority) and federal (e.g., Canadian Securities Administrators) organizations in protecting investors.
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