Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
Certification Provider: AAFM
Corresponding Certification: AAFM Certification
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AAFM CWM_LEVEL_1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Concept of Wealth Management | - Wealth Management Fundamentals
|
| Legalities in Wealth Management | - Legal and Regulatory Framework
|
| Concept of Insurance and Risk Management | - Protection Planning
|
| Tax Laws for Wealth Management | - Tax Planning
|
| Role of Wealth Management in Banking | - Banking Products and Services
|
| Life Cycle Management | - Financial Life Planning
|
| Indian and Global Financial System | - Financial Markets and Institutions
|
| Measuring Investment Risk and Returns | - Risk and Return Analysis
|
| Investment Vehicles in Wealth Management | - Investment Products
|
| Alternative Products in Wealth Management | - Alternative Investments
|
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