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Instant Download AAFM : CWM_LEVEL_1 Questions & Answers as PDF & Test Engine
- Exam Code: CWM_LEVEL_1
- Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
- Updated: Sep 02, 2026
- No. of Questions: 0 Questions and Answers
- Download Limit: Unlimited
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AAFM CWM_LEVEL_1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Concept of Wealth Management | 10% | - Wealth management process and lifecycle - Client profiling and financial goal setting - Time value of money |
| Topic 2: Tax Laws for Wealth Management | 10% | - Income tax and capital gains - Tax planning strategies - Tax efficiency in investments |
| Topic 3: Investment Vehicles in Wealth Management | 15% | - Alternative investments - Equity, debt, mutual funds - Real estate and structured products |
| Topic 4: Measuring Investment Risk and Returns | 12% | - Risk types and measurement - Return calculation and benchmarks - Portfolio theory basics |
| Topic 5: Role of Wealth Management in Banking | 8% | - Banking products for wealth creation - Client relationship management - Private banking services |
| Topic 6: Retirement Planning | 7% | - Annuities and pension plans - Retirement needs analysis - Retirement savings vehicles |
| Topic 7: Concept of Insurance and Risk Management | 10% | - Life and health insurance - General insurance - Risk assessment and mitigation |
| Topic 8: Legalities in Wealth Management | 8% | - Compliance and regulations - Contract and property laws - Legal structure of investments |
| Topic 9: Indian and Global Financial System | 12% | - Global financial environment - Financial markets and institutions - Regulatory framework |
| Topic 10: Intergenerational Wealth Transfer & Estate Planning | 8% | - Will and trust structures - Wealth preservation strategies - Estate planning fundamentals |
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