n NISM Certifications
X NISM Series X
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To assess a client’s interest in philanthropy, an adviser's best approach is to:

Practice question from NISM Series XB- Investment Adviser (Level 2) Mock Test 6 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Ask about NGO associations

  2. Enquire about values and passions for social causes

    Correct answer

  3. C

    Question their thoughts on philanthropy

  4. D

    Find out if they want to allocate money to social causes

Why this is the answer

Understanding the client’s core values and passions provides deeper insight into their philanthropic interests, facilitating personalized charitable planning.

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