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Recorded Webinars
Recorded Webinar: Assessing Client Risk Profile for Financial Planning Advice
The client risk profile underpins all advice to the client. This session looks at the essential requirements in making this assessment, including: Understanding the nature of the risk profile Working out how the client defines risk
PRESENTED BY
Synthia Sekar
Senior Financial Advisor, UGC
Date/Time
About the Webinar
The client risk profile underpins all advice to the client. This session looks at the essential requirements in making this assessment, including:
- Understanding the nature of the risk profile
- Working out how the client defines risk
- Client goals and expectations – relevance to risk profile
- Dealing with the client work and personal circumstances
- The risk profile questionnaire – what are the essential questions
- Risk tolerance
- The client life cycle
- Sensitivity analysis
- Communicating with client on risk profile
- Understanding how the risk profile may change over time
- Factoring in emergencies and crisis
- Case study – Taking account of the Hayne recommendations
Presented By
Synthia Sekar
Senior Financial Advisor, UGCWho Should Attend?
This webinar is suitable for financial planners – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
FASEA – category “Technical Competence” – 1 hour.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]