CPD ADVISER WEBINAR
Supporting Best Practice Risk Profiling
In this webinar, Nicki Potts, Director of Financial Profiling & Planning, and Ivon Gower, Director of Financial Planning Products, will lead you through the blend of art and science required for effective risk profiling. By the end of the session, you'll walk away with a robust framework to incorporate risk profiling more effectively into your value proposition.
CPD points available. Simply take this quiz after watching the video to earn accreditation.
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About the Webinar
As a financial adviser, you may agree that risk profiling is a crucial step in providing your clients with investment recommendations that meet their unique circumstances, personalities, and goals. But how can you ensure that your risk profiling solution follows best practices?
Gaps that need to be addressed:
- Risk profiling is not a set and forget activity. Client risk profiles change over time – where a risk profile changes so should the portfolio. Portfolio optimisation is important to ensure the balance of risk and return is achieved.
- Risk profiling is often seen as a necessary step in providing advice but could and should be used to engage and educate a client. This is possible through FinaMetrica
- Risk profiling is often not something that should be done in isolation. The best outcomes come from blending investment research, portfolio construction, financial projections, client engagement and risk profiling together.
Why you should watch:
- This webinar will help you understand the above and offer a framework to incorporate risk profiling more effectively into your value proposition.
All done? Take this short quiz to earn CPD points.
About the Presenters
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