 University of New South Wales Applied Psychology Unit's Certification of the FinaMetrica Test
The statement from the University of New South Wales Applied Psychology Unit verifying the psychometric qualities of the FinaMetrica test and that FinaMetrica meets or exceeds the requirements for a test of this kind. |
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Technical Manual for the FinaMetrica Risk Tolerance Test
The technical manual provides information about the development of the FinaMetrica risk tolerance test and the psychometric qualities of the test. |
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Technical details about linking to the finametrica.com site
Risk Profiling Engine Manual
FinaMetrica users can add FinaMetrica functionality to their websites to provide sales support for prospective clients and enhanced customer service to existing clients. There are two alternatives: linking adviser sites to finametrica.com to provide risk profiles without the (prospective) client having to logon at finametrica.com; and using our Risk Profiling Engine to embed white-labelled FinaMetrica functionality into adviser sites.
The former opens finametrica.com in a frame or window on the adviser's site with automatic client registration and requires minimal programming at the adviser site. The latter allows the adviser site to present the risk questionnaire, demographic questionnaire, completed risk profile report and completed risk questionnaire report with complete freedom as to appearance in a completely integrated solution. The latter requires a reasonable amount of programming at the adviser's site. |
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Survey of
Financial Risk Tolerance - Australian Technical Paper
A technical report on the results of a trial of a psychometric risk tolerance test involving 247 respondents, including 198 clients of 25 experienced financial planners. |
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| The Foundation of a Living Financial Plan |
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