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FinaMetrica Webinars

Featured Video

Three Essential Components Of Risk Profiling

Friday, March 17, 2017
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Risk profiling is more than just a risk tolerance test.  The test score must be meaningfully mapped to investment decisions, then investor expectations must be framed and managed.  This 30 minute webinar explains how these three factors fit together to build a robust risk profiling system.
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Why Psychometrics is the Gold Standard of Risk Profiling

Friday, March 03, 2017
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Psychometrics is the only robust, reliable and consistent methodology for measuring risk tolerance. Using other, unproven, methodologies exposes both clients and advisors to risk. This 30 minute webinar explains how and why psychometric risk tolerance tests get a gold-class rating.
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How To Audit A Risk Tolerance Profiling Process

Friday, February 17, 2017
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All advice givers need to conduct a 'due diligence' process to ensure their risk tolerance test and profiling system are true to label and fit for purpose. This 30 minute webinar explains what that process involves and walks you through handy due diligence worksheets.
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How to Link Risk Tolerance to Portfolio Decisions

Thursday, February 02, 2017
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Building portfolios that take risk tolerance into account is required by most regulators. Yet few people know how to map risk tolerance to an investment decision with a robust, defensible methodology. In this 30 minute webinar FinaMetrica's Paul Resnik explains how mapping portfolios unlocks benefits for the client and advisor.
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Working with FinaMetrica's Risk & Return Guides

Tuesday, January 24, 2017
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This webinar demonstrates how advisers can frame and manage their clients' investment expectations using the information in the FinaMetrica risk & return guides. Framing expectations is a key step toward ensuring clients remain invested during times of volatility, leading to better outcomes for the client and adviser.
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