Assessing Your Clients' Tolerance For Investment Risk

Assessing Your Clients' Tolerance  For Investment Risk
Geoff Davey
11/30/12 4 PM EST
IWI
Program Id: 613485593
3.9
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Advisors owe a duty to understand each of their clients’ ability to tolerate investment risk and to recommend suitable solutions. You can turn this compliance requirement into a business development opportunity.

At this webinar, you will learn about:

• Latest approaches to risk assessment

• Efficacy of psychometrics

• Key features of a risk tolerance testing system

• Risk profiling and goal-based planning

• Integrating assessments into your business processes

• Using risk assessment with prospects

• Limiting your liability exposure

Geoff Davey is the creator of the FinaMetrica risk profiling system, which has been use in more than 500,000 client profiles since 1998 by 5000 advisers in 20 countries.

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays by registering at Advisors4Advisors.com.


This webinar is eligible for IMCA
® CE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Fantastic

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It was great

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It was broad in scope and deep in content -- that's as good as it gets.

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