Interview a Pro

Interview a Pro

Worksheet

Here's how Interview a Pro aligns with curriculum standards in Connecticut. Use the filters to change the location, set of standards, and grade level.

Financial Literacy Standards

9.3: Investing

12.14: Criteria for selecting financial professionals for investment advice include licensing, certifications, education, experience, and cost.

Standards
Defined by Standards for Personal Finance: NGPF 9th-12th Grades and align with Interview a Pro
12.14.a: Discuss reasons that a person might want to hire a financial professional to manage their investments or provide investment advice.
12.14.c: Investigate where and how to find qualified financial professionals.