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Economics / Finance / Financial risk / Emergency management / Risk / Financial adviser / Asset allocation / Modern portfolio theory / Profiling practices / Financial economics / Investment / Actuarial science


Risk Profiling Art and Science South African Version
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Document Date: 2014-10-20 18:49:04

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File Size: 433,62 KB

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Country

Germany / United States / Canada / Australia / United Kingdom / South Africa / New Zealand / India / /

IndustryTerm

financial planning software packages / web-based psychometric risk tolerance test / developed retail investment advisory industry / investment advice supply chain / financial services / advisory networks / financial planning software / risk profiling tools / retail investment advising / /

Organization

office of the Ombud for Financial Services Providers in South Africa / Financial Services Board / Financial Ombudsman Service / the American College / Financial Services Authority / European Union / /

Person

Geoff Davey / Henco van Schalkwyk / Harold Evensky / Shawn Brayman / Bob Veres / Gerda van der Linde / Paul Resnik Cofounders / Brett Walker / Michael Kitces / Wessel Oosthuizen / Robert Reid / Michael J Roszkowski / /

Position

author / advisor / Governor / advisors / advisory networks / advisors / investment advisor / personal financial planner / investment advisors / leading advisors / General / Contents Executive / Science Executive / /

Region

South Africa / /

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http /

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