NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Investment Monitoring: Regular monitoring aligns investments with goals.
  • Retirement Income Needs: Income needs depend on lifestyle and dependents.
  • Retirement Corpus Estimation: Estimating corpus involves expenses, inflation, and returns.
  • Savings Discipline: Consistent savings discipline avoids corpus shortfall.
  • Retirement Lifestyle Impact: Lifestyle expectations drive corpus requirements.

NISM 17 Retirement Adviser

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