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Tailor & Understand Risk Profiling
Know what’s required to improve performance
Tailor & Understand Risk Profiling
Know what’s required to improve performance
1
Basic Risk Profiling
Understand how most financial planners use a basic risk profiling tool and its limitations.
2
Understand Asset Classes
Learn how each asset class contains different investments with their own unique risk drivers.
3
Tailor Your Risk Profile
Consolidate what you have learnt and tailor your asset allocation and investment performance.
Let’s Tailor your investment allocation!
Learn how a professional team of financial advisers investigate your understanding of investments and their associated risk to truly ascertain your adversity to risk and need for performance!
26
Lessons In Total
Everything you need to know to tailor your risk profile!
The Basics OF Risk Profiling
Understand how many financial planners profile your tolerance to risk, the processes’ limitations and what to expect in different market cycles.
Basic Risk Profiles & their limitations
Understand the differences between the basic risk profiles; Secure, Defensive, Conservative, Balanced, Growth & High-Growth and the projected returns used in financial analysis.
Asset Classes & reducing risk
Understand the limitations placed on each asset allocation when conducting a basic risk profile and learn how to dissect each asset class to uncover the associated risks and improve performance where you are most comfortable investing.
Structure & Select your tailored risk profile
Learn how a skilled team of financial advisers break down the decision-making process of risk verse reward and gain access to Fintor’s Risk Profiling Tool to tailor your risk profile and improve your performance!
The Basics OF Risk Profiling
Understand how many financial planners profile your tolerance to risk, the processes’ limitations and what to expect in different market cycles.
Basic Risk Profiles & their limitations
Understand the differences between the basic risk profiles; Secure, Defensive, Conservative, Balanced, Growth & High-Growth and the projected returns used in financial analysis.
Asset Classes & reducing risk
Understand the limitations placed on each asset allocation when conducting a basic risk profile and learn how to dissect each asset class to uncover the associated risks and improve performance where you are most comfortable investing.
Structure & Select your tailored risk profile
Learn how a skilled team of financial advisers break down the decision-making process of risk verse reward and gain access to Fintor’s Risk Profiling Tool to tailor your risk profile and improve your performance!
What’s Included
Our courses are designed to promote learning and encourage you to research and apply the teachings to your own circumstances.
Quizzes
Each section within the course contains a short quiz to highlight the key concepts from each lesson. They’re designed to reinforce the practical learnings to better help you apply them to your own personal circumstances.
Assignments
The course will ask you to apply what you have learnt to your own personal financial situation so you can see the net practical benefits of the course. Don’t worry, the assignments are easy, intuitive and very useful!
Action Plan
A clearly articulated Action Plan will help you to define your goals and objectives by combining the practical lessons from this course with direct action on how it can benefit your personal situation.
Your Investment
Real Value, Real Benefit!
Only $19.95
Limited time only – Normally $29.95
Financial Education should be affordable to every Australian, and now it is!
Learn at your own pace
The course is 100% online and available 24/7 which allows you to learn at your own pace and take the steps you feel are necessary to benefit from what you have learned.
This course has been built with an industry-leading “focus mode” which is optimised to be viewed on a desktop computer or tablet. Using multiple screens allows you to simultaneously learn and utilise our tools to apply the teachings to your own circumstances in real-time.
Your focus needs to be 100%, so finding a quiet place without distraction creates the best learning environment. Dedicating time to complete the lessons and tools as you progress will give you the best results.
Learn at your own pace
The course is 100% online and available 24/7 which allows you to learn at your own pace and take the steps you feel are necessary to benefit from what you have learned.
This course has been built with an industry-leading “focus mode” which is optimised to be viewed on a desktop computer or tablet. Using multiple screens allows you to simultaneously learn and utilise our tools to apply the teachings to your own circumstances in real-time.
Your focus needs to be 100%, so finding a quiet place without distraction creates the best learning environment. Dedicating time to complete the lessons and tools as you progress will give you the best results.
Requires Microsoft Excel
Fintor’s Action Workbook uses Microsoft Excel, with complex macros. You will need to enable macros to utilise the tool. Unfortunately, the workbook does not work with Google Docs.
We are working hard to make our tools web-based, we’ve just been busy innovating advice!