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AAFM Chartered Wealth Manager GLO_CWM_LVL_1

GLO_CWM_LVL_1

Exam Code: GLO_CWM_LVL_1

Exam Name: Chartered Wealth Manager (CWM) Global Examination

Updated: Oct 05, 2026

Q&A Number: 1027 Q&As

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GLO_CWM_LVL_1 exam dumps

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AAFM GLO_CWM_LVL_1 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Loan & Debt Management
  • Measuring Investment Risk And Returns
Topic 2
  • Behavioral Finance In Wealth Management
  • Concept Of Insurance And Risk Management
Topic 3
  • Real Estate Valuation and Analysis
  • Role of Wealth Management in Banking
Topic 4
  • Intergenerational Wealth Transfer & Tax Planning
  • Advanced Wealth Management
Topic 5
  • Alternative Products In Wealth Management
  • Life Cycle Management
  • Equity Analysis
Topic 6
  • Wealth Management Planning
  • Tax Laws For Wealth Management
Topic 7
  • International Tax and Trust Planning
  • Concept of Wealth Management
Topic 8
  • Portfolio Management Strategies
  • Investment Vehicles In Wealth Management

Reference: https://www.aafmindia.co.in/CWMCertification/CharteredWealthManagerCurriculum.aspx

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Related Certifications
Chartered Wealth Manager
AAFM Certification
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