Practical Client Risk Analysis

Assuming investment risk too often is associated with a willingness to accept loss. Prove to your client that risk has many dimensions with the information you will learn in this course. Show how risk is a result of psychology, life experiences, social conventions, intelligence, and age amongst other factors. Together, arrive at appropriate decisions with practical information, analysis, and an understanding of:

• The role of disclosure in regard to risk;
• The three measurements in a risk profile: tolerance, capacity, and need;
• The dilemma of applying risk assessment to decision-making.