Seminar 9 Understanding Investment Risk With Clients
Seminar 9: Understanding Investment Risk With Clients
| Duration: | 2 hours (09.15-11.15) |
| Level: | See Below |
| Suitable for: | |
| CPD Hours: | 2 |
| Cost: | £75.00 |
| Dates: | Wed 13 Nov 2013 Book Now »
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Discounts
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JCOC Members cost: £67.50
JCOC Members are offered a special discount of 10% on all JIBS Short Courses and Certificated Awareness Programmes as well as Club (N)ED, CPD Plus Seminar Series, Anti-Money Laundering CPD Series, Investment Business CPD Series and the Annual Compliance & Economic Crime Symposium. |
Discounts cannot be used in conjunction with other discounts or offers.
Seminar content
- Use of risk tolerance questionnaires to establish risk profile
- Does your client understand risk?
- Explaining investment risk to clients
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