NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 24 Of 110
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Retirement Product Suitability: Products must align with accumulation or distribution needs.
Economic Indicators: CAD and oil prices impact investment performance.
Bond Tenure: Longer-tenor bonds face higher interest rate risk.
Equity Dividends: Dividends form a small portion of equity returns.
Debt Portfolio: Debt funds offer stable income but require active management.
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