Concurrent Session Onsite and Online
PFP2334. Utilizing Risk Management to Backstop a Financial Plan
We can plan for many variables with our clients, but the concerns that rarely go away are the "what ifs?". In an ever-evolving economic landscape and endless information accessible to clients, we, as advisors, need to help our clients reduce risk and build a financial plan capable of withstanding life's ebb's and flow's. Learn about how updated research and financial planning data guides clients to think about diversification beyond asset classes and explore the use of proper risk management tools that can provide much desired peace of mind!
- Retirement Probability
- Client Problem Solving
NASBA Field of Study
3-4 years in the Profession