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Improve your client advisory skills with a deeper and broader understanding of risk and client goals through guided dialogues with clients.
Enhance your knowledge of client risk profiles and investment objectives as linked to life goals and true risk tolerance. Through interactive role plays and cases you will learn how to engage clients in structured, consultative discussions that will empower you to become trusted advisors.
Clients: Who are they and what do they want? Typical client understandings around risk vs. true risk tolerance, life goals and investment objectives.
Risks and Current Market Outlook: current and historical financial market volatility; current and historical levels of global equity and debt markets; and implications for client risk tolerance and asset prices going forward. Other risks, including credit, liquidity, managerial, investment product, etc.
Asset Allocation and Risk: How portfolio asset allocation can mitigate risk and support achievement of client goals.
The Advisory Process: The "mental model" and structured dialogue; the consultative approach to becoming a trusted advisor.
The Advisor and the Client: Discipline and time management, emotional understanding, interpreting client signals, and how to use structured discussions to advance the advisory process and gain the client's confidence.
English, Portuguese, Spanish
Presentations, case studies, group work and classroom discussion
Investors and Advisors