- Exam Code: CWM_LEVEL_1
- Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
- Updated: Sep 15, 2026
- Q & A: 0 Questions and Answers
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| Certification Vendor: | AAFM |
|---|---|
| Exam Name: | AAFM Chartered Wealth Manager (CWM) Level 1 Examination |
| Exam Number: | CWM_LEVEL_1 |
| Available Languages: | English |
| Exam Format: | Multiple Choice Questions |
| Section | Objectives |
|---|---|
| Investment Planning | - Risk and return concepts - Portfolio basics and diversification principles - Asset classes and investment products overview |
| Risk Management and Insurance | - Types of insurance in wealth management - Risk assessment and mitigation strategies |
| Ethics and Professional Standards | - Ethical responsibilities of a wealth manager - Regulatory awareness and compliance basics |
| Financial Planning Fundamentals | - Introduction to wealth management and financial planning process - Client profiling and financial goals assessment |
| Taxation and Estate Planning Basics | - Introduction to estate planning and wealth transfer - Basic principles of taxation in personal finance |
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Yes — three different free AAFM Chartered Wealth Manager (CWM) Certification Level 1 Examination demos are available to download. Do the demo test first to inspect the value, then decide. Purchases include 365 days of free updates, renewable at 50% off.
The AAFM Chartered Wealth Manager (CWM) Certification Level 1 Examination blueprint covers 5 domains — including Ethics and Professional Standards, Investment Planning, Financial Planning Fundamentals. Weightings point you to the heavy hitters; schedule your review accordingly. The complete outline above lists every subtopic.
The AAFM Chartered Wealth Manager (CWM) Certification Level 1 Examination is AAFM's official exam for the Chartered Wealth Manager (CWM) credential (Professional level). Before anything else, verify the exam code and name match what you need — then build a plan around the official objectives.
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