Risk tolerance questionnaires are foundational tools in financial planning. They are meant to help bring clarity to portfolio decisions. Yet many advisors have experienced the same frustration: a client who seemed comfortable with risk when they completed the questionnaire suddenly wants out when the headlines turn negative.
In this webinar, Dr. Meghaan Lurtz uses behavioral research and examples from real market events to explain why treating risk tolerance, risk capacity, emotional composure, and risk perception as the same thing can create that mismatch.
In this webinar advisors will learn:
- Why today’s market environment challenges the assumptions behind typical risk conversations
- How to use risk assessments as starting points for client conversations
- When a client’s risk tolerance questionnaire responses may not align with their likely behavior
- Ways to prepare clients for severe market events and improve their understanding of probability without overwhelming them
- Strategies for strengthening trust by aligning portfolio design with financial reality and emotional readiness
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.
For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.
For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.
All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.
Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.
