Exam Code: GLO_CWM_LVL_1
Exam Name: Chartered Wealth Manager (CWM) Global Examination
Certification Provider: AAFM
Corresponding Certification: Chartered Wealth Manager
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AAFM GLO_CWM_LVL_1 Exam Syllabus Topics:

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

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

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