Check answer consistency
What is answer consistency?
While the Dynamic Planner psychometric tests and 10 associated risk profiles have been created with the science of Oxford Risk, we are all individuals and it may be that there are particular aspects of an investor’s attitude to risk that need to be discussed.
Over the years, the team behind Dynamic Planner has developed algorithms (problem solving programs) based on hundreds of thousands of investor responses, which can us help highlight possible areas for discussion.
Checking risk profile answer consistency
The financial planner will review the completed questionnaire with their client and may take the opportunity to discuss the answer consistency with them. There are no right or wrong answers but it is important that the investment plan is suitable for that individual investor, so this allows for a starting discussion on their needs.