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.

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