TALK: Risk Profiling

28/03/2019

10:00 am

This webinar will provide you with an insight into risk profiling, from both a compliance and a paraplanning point of view. Our aim is to provide you with an overview of how to assess your client’s risk and to give you some hints and tips on how to do it successfully.

We will discuss the four important areas you need to consider when assessing risk:

• Risk tolerance / Attitude to Risk.
• Need to take risk.
• Capacity for loss.
• Knowledge & experience.