NISM Series XVII: Retirement Adviser Certification Examination Notes

Page 33 Of 110

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  • Retirement Corpus Protection: Protecting the corpus from depletion is critical.
  • Retirement Planning Flexibility: Plans must adapt to life and market changes.
  • Inflation Protection: Investments must outpace inflation to maintain purchasing power.
  • Retirement Savings Adjustment: Adjusting for existing investments optimizes savings.
  • Retirement Goal Prioritization: Retirement is a critical long-term financial goal.

NISM 17 Retirement Adviser

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