Who should invest my money? Where can I get help
with investing? What questions to ask financial advisor?
Below are useful websites that can help ethical investors and socially
responsible investors in selecting a financial planner,
investment advisor or stockbroker.
In USA:
Securities & Exchange
Commission.
Check out brokers and investment advisers.
Path to Investing. Guide
to selecting a broker.
Selecting a
financial planner, investment advisor or stockbroker.
-
Social Investment Forum.
Lists US advisors, financial
planners and stockbrokers who have an affinity for socially responsible
investing. It is the most complete listing of such professionals in the US.
-
Certified Financial Planner Board of Standards, Inc. A
professional regulatory organization based in the United States of America that
fosters professional standards in personal financial planning so that the public
has access to and benefits from competent and ethical financial planning.
In Canada:
Ontario Securities Commission. Investor brochures.
· Social
Investment Organization. Lists advisors, financial planners and stockbrokers
across Canada who have an affinity for ethical investing. As this
organization requires a membership fee from the professional who wants to be
listed, it is therefore not a complete listing of such professionals in Canada.
· Certified
Financial Planners (CFP) and Certified Life Underwriters
(CLU)The Financial Advisors Association of Canada.
·
Fellow
of the Canadian Securities Institute (FCSI), Financial Management Advisor
(FMA), Professional Financial Planner (PFP), Canadian Investment Manager (CIM) The Canadian Securities Institute.
·
Canadian
Investment Funds Course (CIFC)
The Investment Funds Institute of Canada.
In the UK:
-
UK Social Investment Forum.
Lists UK
advisors, financial planners and stockbrokers who
have an affinity for ethical investing. It is the
most complete listing of such professionals in the
UK.
(Note: The listings above are for
informational purposes only. Investors should conduct
their own due diligence as to the suitability of any
advisor, planner, or investment professional that they might consider using.
Investing for the Soul cannot be held responsible
for any relationships or outcomes that an investor might
have with an advisor or planner that they may use. Use
of this information is at the investors own risk.
Neither Ron Robins or Investing for the Soul has
any relationship, legally, financially, or otherwise,
with any of the organizations listed above.)
