AAFM Chartered Wealth Manager (CWM) Certification Level 1 Examination : CWM_LEVEL_1

  • Exam Code: CWM_LEVEL_1
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
  • Updated: Oct 04, 2026
  • Q&As: 0 Questions and Answers

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AAFM CWM_LEVEL_1 Exam Syllabus Topics:

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

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