Planit:Risk Profile Screen

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The Risk Profile screen covers the fundamental aspect of “Know Your Client” requirements for Financial Planners. It also identifies your client’s risk profile to allow you to create an asset allocation strategy that is appropriate for your client. Check out the topics in the track below to learn more about the various features on the Risk Profile Screen.

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Risk Profile Screen Training

Order Title Description Key Points Level Generic
1 Introduction to the Risk Profile Screen What do I enter on the Risk Profile Screen?
  • Purpose of the screen
  • Overview of data entry required
  • FinaMetrica option
1 Video
2 Multiple Risk Profiles How do I show that my client and their spouse or dependents have different risk tolerances?
  • Risk tolerance questions
  • Add profile
1 Video
3 FinaMetrica 12 What is FinaMetrica 12, and how can it better my financial services?
  • World class risk profiling system
  • Example questions and report
  • Accuracte investment strategy
Video
4 FinaMetrica 25 What is FinaMetrica 25, and how can it better my financial services?
  • World class risk profiling system
  • Example questions and report
  • Accuracte investment strategy
Video
5 FinaMetrica Risk Profile Report How can I interpret the FinaMetrica Risk Profile Report, and how should I use it with my client?
  • Risk Profile in band of popularity
  • Consistency of responses with level
  • Inconsistency - talk through expectations
Video
6 Know Your Client How do I interpret and use the information on the Know Your Client portion of the Risk Profile screen?
  • Review information included
  • For compliance and client experience
1 Video
Portfolio Mapping How do I properly use investment portfolios for different accounts and risk tolerances?
  • Portfolio designation by account
  • Risk Profile tolerance levels
  • Portfolio Objective questions
  • Selection and Validation
  • Asset Allocation Recommended Portfolio
1 Video