NISM 10A Investment Adviser Level 1 Notes
Page 22 Of 181
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Investment Alignment: Ensures investments match client risk tolerance and goals.
Income Stability: Assesses reliability of income sources for financial planning.
Emergency Fund: Recommends 3-6 months of expenses in liquid assets for contingencies.
Budget Forecasting: Predicts future cash flows to plan for large expenses or investments.
Asset Valuation: Regularly updates asset values to reflect market changes in net worth.
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NISM 10A NISM Investment Adviser Level 1
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