Free Samples: Take This Risk Tolerance Questionnaire And Let Us Know What You Think Of It

Thursday, November 29, 2012 20:19
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Free Samples: Take This Risk Tolerance Questionnaire And Let Us Know What You Think Of It

Geoff Davey, founder of  FinaMetrica, has advanced the field of risk profiling worldwide. His web-based system is used by advisors in 16 countries in six languages. More than 400,000 risk profiles have been completed since 1999. He's given A4A a link to a free sample of his risk profiling system.

Please take the free risk tolerance questionnaire and then share your thoughts about it here. Post a comment letting us know what you think of it.

Mr. Davey is speaking at an A4A webinar Friday at 4 ET, where you can learn about his methodology for risk profiling.

 

A $60 annual fee gets you into all of our weekly webinars for a year. You must be a paying member of A4A to attend our weekly webinars and receive CFP and IMCA CE credit.

 

 

 

This Website Is For Financial Professionals Only


Comments (2)

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randallw360
Just took the FinaMetrica sample test, and must say I'm impressed. I'd been thinking about trying it for some time, but it seemed pretty expensive for my limited budget, but based on the report it generated, I think it may be worth it.
randallw360 , November 30, 2012
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ajhfpainc
Took the Finametrica risk test. Well developed, demands too much knowledge for middle American participants. In my opinion, should be developed with questions related to current investment environment if it is supposed to be useful for assessing current risk tolerance of new or existing clients. Also, I assume my experience of seeing my results would be the same as a client directed to the site. If so, I would not use the process without being given control of revelations and interpretations. Overall, could be quite helpful but not in the format I experienced.
ajhfpainc , December 09, 2012

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