Rani Jarkas – Finding AKnowledgeable and Expert Financial Planner

As we are living in an increasingly changing world both financially and politically, it is always important to plan into the future as early as possible to prepare for the unknown. And when it comes to finding a financial planner to help with one’s financial plan, one always wishes to find one who is both knowledgeable and expert to suit all the needs. If you have no experience in finding a desirable financial planner, here are a few tips that might be helpful to you.

 

What defines a knowledgeable and expert financial planner basically will be his/her educational and training background, which may not always be true but applicable to most cases. A sound educational background may equal to a comprehensive knowledge base and solid understanding of the industry, as well as a potentially extensive network.

 

A financial planner’s past cases will also evidence his/her expertise and capabilities, including overall returns, risk management, industrial insights, etc.

 

Apart from what is shown on a resume, talking to a candidate financial planner is also important before making your decision. During the interview, you may ask as many questions as possible, such as how to achieve a financial goal, will there be consistent supervisions and what to do if deviation happens.

 

In case of seeking professional financial planning services, Cedrus Group is always at your service. It is a global boutique investment firm headquartered in Hong Kong, specializing in Asset Management, Financial Advisory Services and Private Wealth Management. And it is relentlessly committed to provide clients with solutions that enable them to meet their financial goals through its state-of-art open-architecture platform, first-class business partners, extensive international experience and connections, including offering all its clients access to institutional-caliber products in the global market place, best-of-breed investment products, securities, bonds and commodities on exchanges abroad.

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