Planit:FinaMetrica 12

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
What is FinaMetrica 12, and how can it better my financial services?
• World class risk profiling system
• Example questions and report
• Accurate investment strategy

Keep on Track! Continue training on...
Getting Started Integrated Planning
Investment Management Life Planning
Risk Profile Screen Why You Should Use Planit

Other Related Topics
FinaMetrica 25 Know Your Client FinaMetrica Risk Profile Report
Introduction to the Risk Profile Screen Portfolio Mapping


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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With this upgrade you will be moving to a very powerful and industry best practice FinaMetrica 12 Question Risk Profile. There are a great number of benefits with this new risk profile. Let's look at the most significant ones.

1) The report that is produced will help both you the advisor and the client understand the client's risk tolerance in comparison with the rest of the world in general and in comparison with other clients with a similar risk level in particular.

2) This 12 Question risk profile provides enough information to map into 5 risk levels (Very Low, Low, Average, High and Very High)while the former 7 question version only had sufficient breadth to allow mapping into 3 risk levels (Low, Average, High).