Financial Literacy 20, 30
Course Configurations
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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