AAFM Chartered Wealth Manager (CWM) Certification Level II Examination : CWM_LEVEL_2

CWM_LEVEL_2
  • Exam Code: CWM_LEVEL_2
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
  • Updated: Nov 03, 2026
  • Q & A: 1234 Questions and Answers

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AAFM CWM_LEVEL_2 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Use and develop spread-sheet based Financial Modelling solutions to financial problems
  • Explore the latest advances in wealth management strategy and law
Topic 2
  • Interpret the effect of Global & Local Economic Environment on Financial Markets and Investments
Topic 3
  • Maximize the impact of your client communications and reporting
  • Monitor and control corporate exposure to financial and operational risks
Topic 4
  • Diagnosis and planning in working with Super High Net Worth Clients
  • Appreciate the complexities of investing in global markets and develop strategies
Topic 5
  • Make investment policy recommendations, including the determination of an optimal asset allocation
  • Expand your wealth management skills by adopting international best practices

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

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