Join professor John Grable, University of Georgia, for practical insights from his recent risk research. Dr. Grable provides a comprehensive framework for identifying and understanding an individual investor’s risk profile, incorporating both objective and behavioral attributes that reflect the interdependence of the investor’s underlying attitudes.
Explore insights from risk research from the Financial Planning Performance Lab, University of Georgia. Walk away with a comprehensive framework for identifying and understanding an individual investor’s risk profile, incorporating both objective and behavioral attributes that reflect the interdependence of the investor’s underlying attitudes. Join Dr. Grable, as he dives into risk profiling terms and how financial advisors worldwide assess client risk profiles. Take away tools that provide the best link between theory and best practices associated with the assessment and evaluation of a client’s risk profile, helping you better navigate the increasingly complex financial marketplace with your clients.
Speaker:
John Grable, Ph.D., CFP®
University of Georgia
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased