Using Risk Analysis When Providing Advice

2026-116
CPD Hours: 1.00
Duration: 1 hr
$92.00 +GST Non Member
$76.00 +GST Member

Event Detail

One challenge often faced by financial advisers is client affordability.The client may need X, Y and Z cover but can only afford X.  How can an adviser help their client determine which cover is the most important. Every business should have a risk assessment and mitigation plan to minimise the chances of not reaching its goals.  The process for such risk analysis can successfully be used during the financial advice process.

In this session an easy-to-understand business risk model and process will be explained which can be applied to any business or personal goals.  It will show you how to help your client identify risks, assess their impact and likelihood and how to respond to those risks.  This then helps to identify what are the vital areas of the business that need cover.

 

PDP Topics this Event Relates To:

Miscellaneous

Business Skills

All Coming Instances

10:30AM - 11:30AM, Wed, 02 Sep 2026
Registrations Close: 01 September 2026
Class Limit: 500
Presenter: Trevor Slater
Online: Webinar links are now sent directly when a booking is made, you should receive a Teams link when you book. This should be saved directly into your calendar.

Terms of entry: Participation in IBANZ Continuing Professional Development (CPD) accredited webinars must reflect the authentic learning and engagement of the individual registered. The use of artificial intelligence (AI tools) is strictly prohibited. This includes any software or service that records, summarises, or participates on your behalf. IBANZ has the authority to remove AI from the webinar. By joining the IBANZ webinar, you agree to these terms.

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Terms and Conditions

Discounts are available for group bookings.  Please enquire. 

The running of this webinar is subject to minimum attendees. 

No refund will be given if you do not notify us prior to the start of the event.

There will be no recording of this session.

Full terms and conditions are available here
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