NISM 10B Investment Adviser Level 2 Notes

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  • Regular Reviews: Counter biases by reassessing goals and portfolios.
  • Diversification: Reduces impact of overconfidence or herding.
  • Long-Term Focus: Mitigates recency and availability biases.
  • Emotional Coaching: Advisers help clients manage fear or greed.
  • Simplified Choices: Reduces decision paralysis from too many options.

NISM 10B NISM Investment Adviser Level 2

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