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AAFM CWM_LEVEL_1 Certification Exam is divided into four key areas: Wealth Management Principles, Investment Strategies, Financial Planning, and Wealth Management Tools. Wealth Management Principles covers topics such as client management, ethics, and regulatory compliance. Investment Strategies covers topics such as asset allocation, risk management, and portfolio construction. Financial Planning covers topics such as retirement planning, tax planning, and estate planning. Wealth Management Tools covers topics such as financial analysis, performance measurement, and reporting.
AAFM CWM_LEVEL_1 Certification Exam is a comprehensive exam that is designed to test candidates' knowledge and understanding of various aspects of wealth management. Candidates who pass the exam are awarded the Chartered Wealth Manager (CWM) designation, which is a globally recognized mark of excellence in wealth management.
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| Section | Objectives |
|---|---|
| Life Cycle Management | - Financial Life Planning
|
| Concept of Insurance and Risk Management | - Protection Planning
|
| Investment Vehicles in Wealth Management | - Investment Products
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| Measuring Investment Risk and Returns | - Risk and Return Analysis
|
| Indian and Global Financial System | - Financial Markets and Institutions
|
| Concept of Wealth Management | - Wealth Management Fundamentals
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| Legalities in Wealth Management | - Legal and Regulatory Framework
|
| Tax Laws for Wealth Management | - Tax Planning
|
| Alternative Products in Wealth Management | - Alternative Investments
|
| Role of Wealth Management in Banking | - Banking Products and Services
|
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