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ONLINE LIBRARY: Consilium: What is risk capacity? Why is it far more important than risk tolerance? (10 Oct 2017)

Event Type: Online-Library
When: 11 Oct - 31 Dec 2018
Time: 11:00 am - 12:00 pm
Venue: Online Webex
Location: (Recording date: 10 Oct 2017)
Provider: Consilium
Contact:
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1 CPD Hour
Description:  
Type: Online
Level: Developed
Industry Knowledge: Investment planning
Presenter: Ben Brinkerhoff Partner Growth Consilium

An understanding of risk capacity and a careful consideration of it one of the most fundamentally important things an adviser does for their clients. What is \'risk capacity\' and how is it any different than \'risk tolerance\'?

Ben will talk about the difference between the two, and explain what to do when your client has so much risk capacity that they don’t really need you! If you’re an adviser that wants a better grasp of this concept and want to elevate your value added to the client, this seminar is for you.

Ben Brinkerhoff has worked in the wealth management industry for nine years. His main role is to facilitate growth and improve efficiency in Consilium partner firms, and help them achieve their strategic initiatives. He is also a member of the Consilium investment committee. Prior to moving to New Zealand, Ben was Chief Operating Officer at Index Fund Advisors in the US. His career has also seen him undertake the role of senior economic consultant and economic manager for the Qatar Economic Free Zones. Ben is an Accredited Investment Fiduciary (AIF) and has a BA in History and Economics from University of California.

Registration Fee: REGISTER BY CLICKING ON WEBSITE LINK Below - UNDER BOOKING Fee: $29.00 GST inclusive. Group bookings - $90.00 GST inclusive – for groups of 5 or more people at one location. Please email: info@ifa.org.nz to register a group. Venue: At your desk in front of your computer. Attending this webinar can contribute to your Code structured CPD credits. All IFA members can qualify for 1 hour structured IFA CPD credits, after completing the test at the end of the webinar.