Home / Business Development Updates / You are invited to join this Synaptic Webinar – Client risk profiling and managing investment risk

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

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