NISM 10B Investment Adviser Level 2 Notes

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  • Goal Setting: Emotions like fear or greed influence financial goals.
  • Risk Tolerance: Framing of questions affects perceived risk appetite.
  • Framing Effect: Presentation of options impacts investment choices.
  • Loss Aversion: Clients avoid risky investments fearing losses.
  • Mental Accounting: Clients segregate money for different goals.

NISM 10B NISM Investment Adviser Level 2

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