NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 9 Of 110
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Financial Literacy: Understanding financial concepts enhances effective retirement planning decisions.
Retirement Corpus Growth: The corpus must grow to outpace inflation and meet rising expenses.
Investment Return Expectations: Unrealistic return expectations can lead to inadequate retirement funds.
Retirement Planning Tools: Tools like Excel’s FV and PV functions aid in calculating retirement needs.
Health Insurance: Adequate health insurance is vital to protect the retirement corpus from medical expenses.
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