[mk_table title=”Checklists and Templates” style=”style2″]
The client understands the risks associated with their investment program 2.1
You are circumspect in planning and action to mitigate or manage risks 2.1
You have the capacity to bear uncertainty (risk) with fortitude and calm 2.1
You consider the asset class preferences of the client 2.1
You have analyzed the time horizons associated with each of the client’s goals and objectives 2.2
You have identified the client’s tactical, short-term objectives 2.2