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FOR FINANCIAL ADVISERS ONLY
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Importance of Suitability

 

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This video looks at the fact finding process, how to determine your client’s risk score and how to read risk profile scores and assess suitability.

After you've watched our video, take our short test and receive your self-certification document for your training records.

Importance of Diversification

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This video looks at how to measure investment risk, how to reduce risk through diversification and how to diversify a portfolio.

After you've watched our video, take our short test and receive your self-certification document for your training records.

Outsourcing Investment

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This video looks at which type of outsourcing is suitable for your client, what are Multi Asset Funds, why outsource investment management and what are the benefits of outsourcing.

After you've watched our video, take our short test and receive your self-certification document for your training records.

Old Mutual International home of the technical experts

Spotlight on our presenters

Dean Bowden – Multi-Asset Commercial Director, Old Mutual Wealth Investment Division

Dean is responsible for the oversight and integrity of the investment propositions offered across Old Mutual International and the wider Old Mutual Wealth, including our Multi Asset funds and Researched Range of funds. Dean is also in charge of the firm’s commercial relationships with all of its investment management partners.

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