Financial Risk Advisor (FRA)

Exam & Certification

Become a trusted risk advisor with FRA designation

Created by award winning financial mathematics researchers & practitioners

Distinguish yourself in an uncertain world with a unique designation

What is Financial Risk Advisor Designation?

Financial Risk Advisor (FRA) is a 90-minute exam to certify your command and knowledge of the science of portfolio risk management. There are detailed video lectures and notes to help you prepare for the exam. The exam is proctored online via zoom.

Why FRA designation is a must for your practice in the volatile world?
How does training for FRA take place?
What happens after you pass?
Why you will stand out to clients with the FRA designation?
What you will learn in the FRA program?
  • None of the advisor designations teach about risk management
  • Volatility and risk are on the rise making FRA crucial to retain and win clients
  • Current practice of simple risk tolerance questionnaires does not work in a turbulent environment
  • FRA exam will help you create strategies to protect your clients, while reaching their financial goals
  • You will be an expert in risk management concepts, a very unique skill amongst financial advisors
  • The video lectures and practices quizzes
  • Watch videos and take practice quizzes at your pace
  • FRA exam is a proctored 90-minute exam given over zoom once a month
  • You have 3 chances to pass the exam, but the questions will be different every time
  • You will get a right to use an FRA designation after your name
  • You will get access to continuing risk management training and closed forum of designees
  • You will get an official certificate to display in your office
  • You get a 50% discount on Portfolio Crash Testing, a suite of software products to apply risk management concepts & win business
  • Demonstrable proficiency in navigating volatile & turbulent markets
  • Prove you go above and beyond most other advisors in learning mission critical skills
  • As a trusted risk advisor, you will be able to educate your clients on difficult topics in risk management
  • You will demonstrate that you don’t settle for simplistic risk tolerance methods everyone uses
  • Foundations & philosophy of risk management
  • Market risks of different assert classes: equities, bonds, commodities, cryptocurrencies
  • How to aggregate portfolio risk and interpret it
  • Why stress testing is the modern of risk management
  • Behavioral & historical aspects of risk
  • Risk tolerance vs risk capacity

Your Instructors

Daniel Satchkov
President of RiXtrema Inc.
Daniel Satchkov (MBA,CFA) is President of RiXtrema, which specializes in risk modeling, and consulting for extreme market events. They design and build customized risk models for the investment sector, and crash test portfolios for financial professionals. As Associate Director of Risk Research at FactSet, Daniel worked on innovative software products involving risk measurement and reporting. He is in demand as a conference speaker and published widely in leading industry magazines including the Journal of Asset Management and IPE. In 2015 he received the prestigious Peter L. Bernstein Award.
Yon Perullo
CEO of RiXtrema Inc.
Yon Perullo is the CEO of RiXtrema. His career started in fintech at FactSet Research Systems where he was head of quantitative analytics and charged with directing the global sales and development of FactSet’s suite of quantitative products, including alpha modeling, portfolio simulation, and risk analysis. In between tech stints, Yon had several institutional asset management roles. As an allocator he served as the Chief Investment Strategist for the public market investments of Tresalia Asset Management a multi-billion dollar Mexico City based family office, and the Chief Risk Officer and Director of Asset Allocation for Fiduciary Research, a $10Bn outsourced CIO where he focused on designing and implementing the asset allocation, risk management and hedging programs for defined benefit and nuclear decommissioning trust assets. Yon has also been a portfolio and risk manager for hedge funds and mutual funds, running strategies at Guggenheim Investments focusing on long only and long short global equity, and at Nascent Strategies where he ran a market neutral equity portfolio.
Yaacov Kopeliovich
Associate Professor in Residence
Yaacov Kopeliovich has been an Associate Professor in Residence in Finance department at the University of Connecticut (UConn) business school since 2015. He teaches a Financial Modeling Risk Course in the UConn FRM program. Prior to teaching, Yaacov was the director of Research at Rixtrema where he worked with asset managers across the globe to implement robust risk management processes. He also developed RiXtrema’s Fixed Income modeling engine and was instrumental in developing the Option Risk engine. Yaacov started his financial career in 2006 working in MEAG NY an asset manager for Munich Re at the quant desk specializing in Fixed Income investments . Prior to 2006 Yaacov was a Post Doctorate Researcher in Mathematics. Yaacov also served in the Israeli Military and has a rank of lieutenant. Yaacov holds a PH.D. in Mathematics from the Hebrew University of Jerusalem (1995) and a Ph.D. in Finance from EDHEC school of Business (2014).


FRA Course Only (No Exam)

$395 | Regular Price $195 | Early Bird Special (Before May 19)
Full FRA prep course with 10 videos, materials and quizzes

FRA Designation

$1,495 | Regular Price $1195 | Early Bird Special (Before May 19)
Full FRA prep course with 10 videos, materials and quizzes
Monthly proctored exam via zoom (3 tries)
4 group Q&A sessions with instructors

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