MRI Transforms the RTQ and Provides Deeper Client Relationships

On May 21, 2026, the Financial Planning Association (FPA) will host a special webinar introducing the Money and Risk Inventory (MRI), an innovative, research-based assessment that combines advanced risk measurement with financial psychology insights.

The MRI is more than a risk tolerance tool. It helps advisors better understand their clients’ financial psychology, such as overconfidence, financial FOMO, and even their willingness to take action on their financial plan. These insights produce actionable insights to the advisor, creating more meaningful client conversations, stronger retention, and more productive prospect meetings from the very beginning.

The risk tolerance component explores the behavioral side of clients’ willingness to take risk, beyond a stated preference but a risk score based upon clients’ risk composure and ability to take risk.

By uncovering the psychological drivers behind financial decisions, MRI helps advisors build deeper relationships and deliver more personalized planning experiences.

You can demo the full MRI Core here.

Special Benefit for FPA Members: Attend the webinar and receive a 10% discount on MRI access.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 0