On Demand
Investor Personality: More Than a Single Factor (1 CFP® CE Credit*)
A client’s psychological risk tolerance is complex and includes characteristics like volatility composure, confidence, and risk personality. This session will help you understand the characteristics that drive investment decision-making. You’ll learn how these factors can not only help identify a client’s risk tolerance but can also help identify areas to coach and guide clients. You’ll leave this session with a better understanding of how to measure psychological risk tolerance, how to use risk tolerance questionnaire (RTQ) results to predict how clients might react to market downturns, and a way to personalize the client experience based on a client’s unique investor personality.
*CFP Credits not applicable for viewing the recording
Speakers
Sarah Fallaw, PhD
President and Founder
DataPoints
Sasha Grabenstetter, AFC®, BFA™
Senior Financial Planning Education Consultant
eMoney
A client’s psychological risk tolerance is complex and includes characteristics like volatility composure, confidence, and risk personality. This session will help you understand the characteristics that drive investment decision-making. You’ll learn how these factors can not only help identify a client’s risk tolerance but can also help identify areas to coach and guide clients. You’ll leave this session with a better understanding of how to measure psychological risk tolerance, how to use risk tolerance questionnaire (RTQ) results to predict how clients might react to market downturns, and a way to personalize the client experience based on a client’s unique investor personality.
*CFP Credits not applicable for viewing the recording
About eMoney
