NISM Series XVII: Retirement Adviser Certification Examination Notes

Page 4 Of 110

Go to:

  • Investment Risk: Poor investment performance can lead to an inadequate retirement corpus, necessitating professional advice.
  • Psychological Adjustment: Scaling back expectations due to insufficient funds can cause psychological stress in retirement.
  • Health and Leisure Costs: Retirement planning must account for increasing health and leisure expenses as retirees age.
  • Voluntary Savings: Individuals without mandatory retirement plans must voluntarily save to build an adequate corpus.
  • Retirement Goal Prioritization: Retirement should be prioritized alongside other financial goals to ensure long-term security.

NISM 17 Retirement Adviser

Copyright 2025 - MODELEXAM MODELEXAM®