{"id":1125,"date":"2019-03-12T15:19:07","date_gmt":"2019-03-12T19:19:07","guid":{"rendered":"http:\/\/caissealliance.absoludev.ca\/non-classifiee\/comment-choisir-un-planificateur-financier\/"},"modified":"2019-05-14T10:55:28","modified_gmt":"2019-05-14T14:55:28","slug":"comment-choisir-un-planificateur-financier","status":"publish","type":"post","link":"https:\/\/www.caissealliance.com\/fr\/particulier\/placements\/comment-choisir-un-planificateur-financier\/","title":{"rendered":"Comment choisir un planificateur financier"},"content":{"rendered":"<p>Si vous avez besoin d\u2019aide dans votre d\u00e9marche d\u2019investissement, vous pouvez faire appel \u00e0 un planificateur financier. Toutefois, assurez-vous de pouvoir r\u00e9pondre \u00e0 ces questions avant de lui faire enti\u00e8rement confiance.<\/p>\n<h2>3 questions incontournables<\/h2>\n<h3>A-t-il un dipl\u00f4me?<\/h3>\n<p>Les planificateurs financiers poss\u00e8dent un dipl\u00f4me universitaire ou coll\u00e9gial. Pour obtenir une reconnaissance professionnelle, ils doivent suivre avec succ\u00e8s des cours sur la planification financi\u00e8re.<\/p>\n<h3>Qui le paie?<\/h3>\n<ul>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Le planificateur financier a l\u2019obligation l\u00e9gale de vous informer sur son mode de r\u00e9mun\u00e9ration. Celle-ci peut provenir de commissions qu\u2019il touche \u00e0 la vente de produits financiers, d\u2019honoraires ou d\u2019une combinaison des 2.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Un bon planificateur doit vous fournir un portrait d\u2019ensemble de votre situation financi\u00e8re, et non pas seulement vous inciter \u00e0 l\u2019achat d\u2019un produit en particulier.<\/li>\n<\/ul>\n<h3><strong>Peut-on \u00e9tablir une relation de confiance avec lui?<\/strong><\/h3>\n<ul>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Une bonne planification financi\u00e8re d\u00e9coule d\u2019une analyse personnalis\u00e9e. Elle apporte des solutions claires, \u00e9toff\u00e9es d\u2019exemples et de d\u00e9monstrations. Elle est assortie d\u2019un plan d\u2019action d\u00e9taill\u00e9 et r\u00e9aliste.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Le planificateur doit \u00eatre capable d\u2019\u00e9couter et de vous laisser ma\u00eetre de vos d\u00e9cisions sans s\u2019imposer. Il vous renseigne sans vous inonder d\u2019information inutile et il explique le sens des propositions qu\u2019il vous soumet. En cas de doute, il faut exiger des pr\u00e9cisions.<\/li>\n<\/ul>\n<h3>Le saviez-vous?<\/h3>\n<p>Votre caisse populaire peut offrir gratuitement les services d\u2019un planificateur financier \u00e0 ses membres.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Si vous avez besoin d\u2019aide dans votre d\u00e9marche d\u2019investissement, vous pouvez faire appel \u00e0 un planificateur financier. Toutefois, assurez-vous de pouvoir r\u00e9pondre \u00e0 ces questions avant de lui faire enti\u00e8rement confiance. Les planificateurs financiers poss\u00e8dent un dipl\u00f4me universitaire ou coll\u00e9gial. Pour obtenir une reconnaissance professionnelle, ils doivent suivre avec succ\u00e8s des cours sur la planification [&#8230;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[51],"tags":[],"class_list":["post-1125","post","type-post","status-publish","format-standard","hentry","category-placements"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Comment choisir un planificateur financier | Caisse Alliance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/placements\/comment-choisir-un-planificateur-financier\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Comment choisir un planificateur financier | Caisse Alliance\" \/>\n<meta property=\"og:description\" content=\"Si vous avez besoin d\u2019aide dans votre d\u00e9marche d\u2019investissement, vous pouvez faire appel \u00e0 un planificateur financier. 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