NISM 10B Investment Adviser Level 2 Notes

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  • Endowment Effect: Overvaluing owned investments.
  • Self-Control Bias: Failing to adhere to financial plans.
  • Adviser Role: Mitigates biases through education and nudging.
  • Client Profiling: Identifies biases to tailor advice.
  • Risk Profiling: Assesses emotional and cognitive risk tolerance.

NISM 10B NISM Investment Adviser Level 2

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