NISM 10B Investment Adviser Level 2 Notes

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  • Risk Perception: Subjective view of risk influenced by biases.
  • Questionnaires: Tools to evaluate client risk profiles.
  • Financial Goals: Risk profile aligns with goal timelines and importance.
  • Income Stability: Higher stability supports higher risk tolerance.
  • Net Worth: Greater wealth increases risk capacity.

NISM 10B NISM Investment Adviser Level 2

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