Online Courses Professional Development Finance Courses Station 2: Understanding Risk Profiling (UI)

Station 2: Understanding Risk Profiling (UI)

Created by: Investanalitix

5.0 1,258 views

Last Updated 08/2017

English

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Self-Paced
Finish in
15 mins!

Made for for
Employees
only

No Certificate
Provided

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Skills covered in this course

Risk profile

FAQs

Description

Is the glass half full or half empty? That is the question!

Understanding Risk Profiling examines the diversity of human perception and particularly the paradox that while the same investment may appeal to one investor it may be equally unattractive to another. Personal preferences play a key role in assessing investment prospects and must be superimposed on the already complex relationship between risk and return.

This course probes this seemingly contradictory aspect of human nature through principles which were originally developed by the 18th Century Swiss mathematician and physicist Daniel Bernoulli using an imaginary game of chance he called the “Saint Petersburg Paradox”. You can play a similar game to find out your risk score and to discover whether your profile is what you thought it would be!

1. The Paradox
2. Getting to Grips with "Worth"
3. Measuring Attitudes Toward Risk
4. Making it Personal
5. Assessment

System Requirements

The course is compatible with all browsers.

Author

Investanalitix

24 Courses

Zola Sookias, Founder & Managing Director

Mr Sookias has extensive experience in investment management, including roles in equity and fixed income analysis, portfolio management, DB and DC pension consulting, product development, manager search & selection, fund performance evaluation and monitoring, and investment publishing.

He has worked with major US investment houses, notably Black Rock Asset Management, Morgan Stanley and Bank of America, as well as a boutique firm specialising in the natural resources sector where he was the senior metals and mining analyst.

His European experience has been with Irish Life International and SEB where he was responsible for developing the investment platform serving the pan-European market, and Black Rock Asset Management Ireland, where he was Investment Director responsible for governance and oversight for the company’s Irish-domiciled active and passive funds.

Mr Sookias holds a BSc. in Geology & Chemistry and an MSc. in Mineral Exploration from the Royal School of Mines, Imperial College, University of London.

Frequently Asked Questions

This course is designed for employees who need to complete Station 2: Understanding Risk Profiling (UI) training

Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.

The course takes approximately 15 minutes to complete and can be paused and resumed at any time.

No. This course does not include a certificate of completion.

Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.

Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).

Yes. The course is fully self-paced and available 24/7.

Yes. This course includes a knowledge check to reinforce learning and verify completion.

Learners have lifetime access from the date of purchase.

Yes. A preview is available so you can review the course format and content before purchasing.

Yes. Content is reviewed and updated as regulations and best practices change.

No. This course is not included with the Prime Subscription and must be purchased separately.

Yes. Refund requests can be submitted within 30 days of purchase.

Helping businesses stay compliant since 2007

Price per license

$35.00

No. of licenses

Total

$35.00

Station 2: Understanding Risk Profiling (UI)

Skills covered in this course

Overview