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Financial Planning- Risk Profiling [1]

FinaMetrica
www.riskprofiling.com

From FM website: The FinaMetrica risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding (in plain English) of your clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences - and to meet common and statutory law know-the-client and duty-of-care obligations.

FinaMetrica's focus is on the psychological factors relevant to financial decision-making in terms that are meaningful to individuals and their advisers.

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