Please take the quiz below to claim your CPD points for this webinar.
All questions are mandatory and must be answered correctly for accreditation.
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1. Why is jargon considered problematic in financial advice?
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It helps advisers communicate efficiently with clients.
Jargon is commonly used in the industry, so clients should understand it.
When a client does not understand their adviser, it results in weakend trust and engagement.
Using technical terms makes advisers sound more knowledgeable and credible.
2. Why is it important for advisers to help clients focus on long-term investment goals rather than short term?
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Short-term market movements are the best indicator of future performance.
Constantly reacting to market fluctuations can lead to poor investment decisions.
Clients should always sell investments when the market drops.
Long-term investments are riskier than short-term trades.
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