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The following links provide useful information
on the benefits of professional financial planning services.
This information is provided by the Certified Financial Planner
Board of Standards (CFP Board) web site and has not been prepared
or endorsed by Westcore Funds.
About the
Certified Financial Planner Board of Standards (CFP Board):
The CFP Board was founded in July 1985 as a nonprofit
professional regulatory organization with a mission to help
people benefit from competent, professional and ethical financial
planning. To further this mission, the CFP Board works to:
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create awareness of the importance of financial
planning and the value of the financial planning process.
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help underserved populations have access
to competent and ethical financial planning. |
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create and enforce uniform standards of
competency, practice and ethics of financial planners
through rigorous, validated and professionally administered
education, examination, experience and ethics requirements.
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As a professional regulatory organization acting
in the public interest by fostering professional standards
in personal financial planning, the CFP Board also establishes
and enforces education, examination, experience and ethics
requirements for CFP® certificants.
Helpful Information
You May Find Useful When Selecting a Financial Planner
(Resources issued by the CFP Board)
What
You Should Know About Financial Planning
How
to Make Financial Planning Work for You
Common
Questions About Financial Planning
Types
of Financial Professionals
Financial
Planning Process
Setting
Financial Goals
How
to Choose a Financial Planner
Checklist
of Interviewing a Financial Planner
Your
Rights as a Financial Planning Client
Learn more about Professional
Financial Planning here
Back
to Westcore Funds "Find a Financial Professional"
To obtain a prospectus,
which contains more complete information regarding potential risks and
applicable fees and expenses, call 1-800-392-CORE (2673). Please read
the prospectus carefully before you invest. Westcore Funds are distributed
by ALPS Distributors,
Inc. |
