- Exam Code: CWM_LEVEL_1
- 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 |
|---|---|
| Topic 1: Role of Wealth Management in Banking | - Banking Products and Services
|
| Topic 2: Alternative Products in Wealth Management | - Alternative Investments
|
| Topic 3: Investment Vehicles in Wealth Management | - Investment Products
|
| Topic 4: Tax Laws for Wealth Management | - Tax Planning
|
| Topic 5: Concept of Wealth Management | - Wealth Management Fundamentals
|
| Topic 6: Concept of Insurance and Risk Management | - Protection Planning
|
| Topic 7: Life Cycle Management | - Financial Life Planning
|
| Topic 8: Legalities in Wealth Management | - Legal and Regulatory Framework
|
| Topic 9: Measuring Investment Risk and Returns | - Risk and Return Analysis
|
| Topic 10: Indian and Global Financial System | - Financial Markets and Institutions
|
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