NISM 10B Investment Adviser Level 2 Notes
Page 33 Of 180
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Retirement Calculators: Tools to estimate required corpus and savings.
Financial Adviser Role: Guides clients in creating retirement plans.
Goal Prioritization: Balances retirement with other financial goals.
Regular Review: Adjusts retirement plan for changes in income or goals.
Investment Horizon: Longer horizon allows riskier investments early on.
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NISM 10B NISM Investment Adviser Level 2
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