Keyword: «financial counseling»

The article describes some features of an independent financial consultant profession. It is noted that to build a risk profile is one of the main points in the work of a financial consultant in the formation of an investment strategy for a client. The authors show the main stages of risk profiling development and describe the main components of an individual risk profile. It is specified that psychometric questionnaires can be successfully used to quantify the risk tolerance of an investor.