FINANCIAL PLANNING PROGRAM

WPU is proud to be the 1st officially registered student chapter of the Financial Planning Association.



Friday, April 23, 2010

Guest Speaker: Edward Landau of Ameriprise

SPEAKER: Edward Landau, CFP(r)
EVENT: WPU student chapter of the FPA
DATE: 1/27/2010
TOPIC: "How to determine a client's risk tolerance"


Edward Landau presented information about determining a client's risk tolerance, common mistakes financial planners make when working with clients of differing levels of risk tolerance, and shared a few case studies.

No comments:

Post a Comment