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CWM_LEVEL_1
  • 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:

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

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