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Reference: https://www.aafmindia.co.in/CWMCertification/Examination.aspx
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AAFM CWM Level II Examination is a challenging and rewarding certification exam for professionals in the wealth management industry. It offers a comprehensive assessment of candidates' knowledge and skills in a variety of key areas, and provides a globally recognized credential that can enhance career prospects and improve credibility with clients and employers. With the right preparation and dedication, candidates can pass CWM_LEVEL_2 exam and achieve the status of Chartered Wealth Manager.
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AAFM CWM_LEVEL_2 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Financial Tools & Portfolio Strategies | 25% | - Portfolio Management Strategies - Loan & Debt Management |
| Topic 2: Tax, Trust & Wealth Planning | 20% | - International Taxation and Trust Planning - Advanced Wealth Management Planning |
| Topic 3: Asset Classes & Investment Analysis | 35% | - Equity Analysis - Real Estate Valuation and Analysis - Alternative Investment Products in Wealth Management |
| Topic 4: Client Behavior & Relationship Management | 20% | - Relationship Management by a Wealth Manager - Behavioral Finance in Wealth Management |





