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Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 12:00pm - 12:30pm
FPA® Quick Start: Inspiring Client Trust: Insights from the Latest Research on Risk Assessment [CFP CE]

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For more details, visit the FPA® Full Schedule.

Do your clients really trust you? Many investors fear that advisers are just selling them products, rather than providing them appropriate investment solutions. In this session, learn about the latest research on risk assessment and how new risk assessment approaches provide insights into how to better achieve client goals and help find investment solutions that inspire client trust and confidence.

Learning Objectives:
  • Identify he key factors important for client risk assessment: including subjective risk preference, objective risk capacity and the risk/return needs to achieve investment goals.
  • Describe a client's appropriate investment risk level by using the latest research
  • Demonstrate how planners can build trust in their recommendations by understanding client unique behaviors and attitudes that impact decision making.

Presenters

Wednesday October 16, 2019 12:00pm - 12:30pm CDT
M100 ABCDE

Attendees (1)