Get a Personal Financial Risk Profile

The web-based risk tolerance questionnaire has been in worldwide use for over 10 years. The 25 questions focus on the psychological factors relevant to financial decision-making. You gain valuable insight into your risk tolerance based on your attitudes, values, motivations, preferences and past experience. The questionnaire helps assess your risk tolerance in matters involving financial risk.

Please note: The questionnaire does not produce a portfolio recommendation. Personal risk tolerance is but one of several factors that decide your suitable asset allocation.

There is no obligation to receive your risk profile report. Simply fill in the short form below to access the online questionnaire.

By email, you will receive a Username and Password to complete the risk tolerance questionnaire. Immediately after, you get your personal financial risk profile with a risk tolerance score. Your risk tolerance score enables you to compare yourself to a representative sample of the adult population.

All fields are mandatory.