Cool and calming influence
The quality the workbook says is a must in the adviser as the client wrestles with the emotional upsurge caused by market cycles, ensuring the client continues on the journey planned in advance.
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
Where this is taught
Free preparation for NISM Series X-B← All terms