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The CWM Certification Exam Level II is designed for professionals who are seeking to advance their careers in wealth management. CWM_LEVEL_2 exam is intended to test the candidate's knowledge in areas such as investment planning, risk management, estate planning, taxation, and financial analysis. CWM_LEVEL_2 exam is also designed to test the candidate's ability to apply this knowledge to real-world situations and to provide effective solutions for their clients.
Reference: https://www.aafmindia.co.in/CWMCertification/Examination.aspx
AAFM CWM_LEVEL_2 (Chartered Wealth Manager (CWM) Certification Level II Examination) Certification Exam is a professional certification exam that is designed for individuals who want to become a Chartered Wealth Manager (CWM). The CWM certification is recognized globally and is awarded by the American Academy of Financial Management (AAFM). CWM_LEVEL_2 exam is the second level exam in the CWM certification program and is designed to assess the candidate's knowledge and skills in wealth management.
| Section | Objectives |
|---|---|
| Topic 1: Managing Relationships in Wealth Management | - Relationship Management by a Wealth Manager
|
| Topic 2: Wealth Management Practice | - Wealth Management Planning
|
| Topic 3: Tools in Wealth Management | - International Taxation and Trust Planning
|
| Topic 4: Asset Classes in Wealth Management | - Real Estate Valuation and Analysis
|
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