AAFM CWM_LEVEL_1 : Chartered Wealth Manager (CWM) Certification Level 1 Examination

Pass CWM_LEVEL_1 Exam Cram

Exam Code: CWM_LEVEL_1

Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination

Updated: Sep 18, 2026

Q & A: 0 Questions and Answers

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AAFM CWM_LEVEL_1 Exam Syllabus Topics:
SectionWeightObjectives
Topic 1: Intergenerational Wealth Transfer & Estate Planning8%- Estate planning fundamentals
- Will and trust structures
- Wealth preservation strategies
Topic 2: Legalities in Wealth Management8%- Contract and property laws
- Compliance and regulations
- Legal structure of investments
Topic 3: Measuring Investment Risk and Returns12%- Portfolio theory basics
- Return calculation and benchmarks
- Risk types and measurement
Topic 4: Investment Vehicles in Wealth Management15%- Alternative investments
- Equity, debt, mutual funds
- Real estate and structured products
Topic 5: Concept of Insurance and Risk Management10%- Risk assessment and mitigation
- Life and health insurance
- General insurance
Topic 6: Role of Wealth Management in Banking8%- Client relationship management
- Private banking services
- Banking products for wealth creation
Topic 7: Tax Laws for Wealth Management10%- Tax efficiency in investments
- Income tax and capital gains
- Tax planning strategies
Topic 8: Retirement Planning7%- Retirement needs analysis
- Annuities and pension plans
- Retirement savings vehicles
Topic 9: Concept of Wealth Management10%- Client profiling and financial goal setting
- Time value of money
- Wealth management process and lifecycle
Topic 10: Indian and Global Financial System12%- Financial markets and institutions
- Regulatory framework
- Global financial environment
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