MRI Transforms the RTQ and Provides Deeper Client Relationships
Includes a Live Web Event on 12/09/2025 at 11:00 AM (MST)
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MRI™ revolutionizes risk tolerance by delivering a risk score that truly breaks new ground. MRI also uncovers client biases and behaviors, giving advisors actionable insights to build stronger relationships and drive better outcomes.
Demo MRI here.
New FPA Member Benefit: Exclusive 10% Savings on the Money & Risk Inventory™ (MRI) Core
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 0
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Money and Risk Inventory: Transforming Risk and Money Psychology
12/09/2025 at 11:00 AM (MST) | 60 minutes
12/09/2025 at 11:00 AM (MST) | 60 minutes
MRI™ revolutionizes risk tolerance by delivering a risk score that truly breaks new ground. MRI also uncovers client biases and behaviors, giving advisors actionable insights to build stronger relationships and drive better outcomes.
Demo MRI here.
New FPA Member Benefit: Exclusive 10% Savings on the Money & Risk Inventory™ (MRI) Core