In this episode you will learn how to start your investment planning and how to apply KYC. You will get an understanding of
investment and account type selection process. Risk and reward of GICs, CDs, Bonds, Stocks, Mutual Funds and ETFs.
The Know Your Client form is a standard form in the investment industry that ensures investment advisors know detailed information about their clients’ risk tolerance, investment knowledge and financial position.
The risk–return tradeoff or risk–reward is the relationship between the amount of return gained on an investment and the amount of risk undertaken in that investment. The more return sought, the more risk that must be undertaken.