You are invited to join this Synaptic Webinar - Client risk profiling and managing investment risk

July 15th at 12.00 Midday - introduced by Andy Kirby, Director Adviser Home with Synaptic Client Director, Eric Armstrong.  50 mins CPD 

This event addresses the ultimate client objective – Creating better outcomes in financial planning. To achieve this requires the best possible understanding of risk and how it can be managed in client portfolios. 

The webinar discusses:-  

•    The importance of risk and the regulatory framework

•    Client attitude to risk

•    Capacity for loss

•    The importance of term to an assessment of risk

•    Moody’s Asset Allocation

•    Stochastic modelling 

•    Using Value at Risk ( VAR ) measures as an alternative to volatility 

•    The importance of cash flow modelling  

REGISTER NOW>>