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Managing Risk in a Clients Portfolio online course

This course will introduce client advisers to new ways of looking at client risk profiling and integrating those findings into the risk management approach for the portfolio. The course assumes investment product knowledge and a basic understanding of the main risks related to those products. The purpose of this course is to improve advisers’ understanding of managing risk with the end goal of improving advisers’ client satisfaction.

Once you have successfully completed this course, you will be able to:
  1. Work out risk understanding and attitudes for a client.
  2. Summarise how findings around client risk profiling and understanding or risk should filter through to the portfolio risk management and general client relationship.

Online course details

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