Category:Risk Profile

From Planipedia
Revision as of 14:07, 16 June 2016 by Jordan (Talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

The Risk Profile screen covers the fundamental aspect of “Know Your Client” requirements for Financial Planners. It also identifies your client’s risk profile to allow you to create an asset allocation strategy that is appropriate for your client. Below is a list of training articles related to the Risk Profile screen.