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

  • Exam Code: CWM_LEVEL_1
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
  • Updated: Oct 04, 2026
  • Q&As: 0 Questions and Answers

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AAFM CWM_LEVEL_1 Exam Syllabus Topics:

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

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