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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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Intergenerational Wealth Transfer & Estate Planning | 8% | - Estate planning fundamentals - Will and trust structures - Wealth preservation strategies |
| Topic 2: Legalities in Wealth Management | 8% | - Contract and property laws - Compliance and regulations - Legal structure of investments |
| Topic 3: Measuring Investment Risk and Returns | 12% | - Portfolio theory basics - Return calculation and benchmarks - Risk types and measurement |
| Topic 4: Investment Vehicles in Wealth Management | 15% | - Alternative investments - Equity, debt, mutual funds - Real estate and structured products |
| Topic 5: Concept of Insurance and Risk Management | 10% | - Risk assessment and mitigation - Life and health insurance - General insurance |
| Topic 6: Role of Wealth Management in Banking | 8% | - Client relationship management - Private banking services - Banking products for wealth creation |
| Topic 7: Tax Laws for Wealth Management | 10% | - Tax efficiency in investments - Income tax and capital gains - Tax planning strategies |
| Topic 8: Retirement Planning | 7% | - Retirement needs analysis - Annuities and pension plans - Retirement savings vehicles |
| Topic 9: Concept of Wealth Management | 10% | - Client profiling and financial goal setting - Time value of money - Wealth management process and lifecycle |
| Topic 10: Indian and Global Financial System | 12% | - Financial markets and institutions - Regulatory framework - Global financial environment |
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