Planit:FinaMetrica Risk Profile Case Study

From Planipedia

A key part of the investment planning process is putting in place a new strategy for your clients that reflects your client’s risk tolerance or portfolio constraints.

Example Problem One:

Your clients want a more accurate assumption of their risk profile. You suggest they use a FinaMetrica Risk Profile. Overall they have an aggressive risk profile.

Solution Using the FinaMetrica Risk Profile:

On the Risk Profile screen, click the FinaMetrica button right below the Risk Profile screen title.

Simply answer the questions so that an Aggressive Risk Profile is calculated. See the screen shots below for help on how to answer the questions this way.

Access Tip If you do not have access to Finametrica, or have an expired ID, simply complete the regular Web Advisor Risk Profile Questions to result in an Aggressive Risk Profile, as shown in the FinaMetrica Case Study.

Also notice the introductory text outlining questions you might receive from clients when they fill out their FinaMetrica Risk Profile.

Go to the exercise to test your knowledge on calculating a risk tolerance level using the FinaMetrica risk profiling system.