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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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How To Audit A Risk Tolerance Profiling Process

How To Audit A Risk Tolerance Profiling Process

Friday, February 17, 2017
Watch on Youtube
All advice givers need to conduct a 'due diligence' process to ensure their risk tolerance test and profiling system are true to label and fit for purpose. This 30 minute webinar explains what that process involves and walks you through handy due diligence worksheets.