n NISM Certifications
NSM General NISM
Medium

Effective client communication in financial planning involves:

Practice question from Test Your Knowledge — bank. The correct answer is highlighted below with a full explanation.

Options

  1. Explaining concepts in simple terms and listening to client needs

    Correct answer

  2. B

    Using complex jargon to appear professional

  3. C

    Avoiding questions from clients

  4. D

    Providing one-size-fits-all solutions without client involvement

Why this is the answer

Clear, jargon-free communication builds trust and helps clients make informed decisions.

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