风险评测 是什么？
风险评测 A systematic process used by investment firms to determine an investor’s risk tolerance, capacity, and willingness to take risk, forming the basis for suitability and portfolio construction.
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “风险评测” Used in Practice?
风险评测是客户开户的重要环节，必须按MiFID II和FINRA规定记录。
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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风险评测 是什么？
A systematic process used by investment firms to determine an investor’s risk tolerance, capacity, and willingness to take risk, forming the basis for suitability and portfolio construction.
Where can I learn this term for free?
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