• 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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CWM_LEVEL_1
  • Exam Code: CWM_LEVEL_1
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
  • Updated: Aug 19, 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: Indian and Global Financial System12%- Global financial environment
- Financial markets and institutions
- Regulatory framework
Topic 3: Legalities in Wealth Management8%- Legal structure of investments
- Contract and property laws
- Compliance and regulations
Topic 4: Measuring Investment Risk and Returns12%- Risk types and measurement
- Return calculation and benchmarks
- Portfolio theory basics
Topic 5: Concept of Insurance and Risk Management10%- General insurance
- Life and health insurance
- Risk assessment and mitigation
Topic 6: Role of Wealth Management in Banking8%- Client relationship management
- Private banking services
- Banking products for wealth creation
Topic 7: Intergenerational Wealth Transfer & Estate Planning8%- Wealth preservation strategies
- Estate planning fundamentals
- Will and trust structures
Topic 8: Tax Laws for Wealth Management10%- Tax planning strategies
- Tax efficiency in investments
- Income tax and capital gains
Topic 9: Retirement Planning7%- Retirement savings vehicles
- Annuities and pension plans
- Retirement needs analysis
Topic 10: Investment Vehicles in Wealth Management15%- Real estate and structured products
- Alternative investments
- Equity, debt, mutual funds

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