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Candidates who pass the AAFM GLO_CWM_LVL_1: Chartered Wealth Manager (CWM) Global Examination are awarded the CWM Level 1 certification. Chartered Wealth Manager (CWM) Global Examination certification is an internationally recognized credential that demonstrates the candidate's expertise in wealth management. It also serves as a stepping stone towards achieving the higher levels of the CWM program.
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Reference: https://www.aafmindia.co.in/CWMCertification/CharteredWealthManagerCurriculum.aspx
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Individuals who pass the AAFM GLO_CWM_LVL_1 exam are awarded the prestigious Chartered Wealth Manager (CWM) designation. This designation is recognized globally as a mark of excellence in the field of wealth management and is highly sought after by employers and clients alike. The CWM designation demonstrates that the holder has a deep understanding of the principles and practices of wealth management and is committed to providing high-quality service to their clients.
AAFM GLO_CWM_LVL_1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Ethics and Regulatory Framework | - Regulatory compliance principles - Professional ethics in wealth management |
| Topic 2: Risk Management and Insurance | - Insurance planning fundamentals - Types of personal and financial risks |
| Topic 3: Taxation and Retirement Planning Basics | - Retirement planning vehicles and concepts - Introduction to taxation principles in wealth planning |
| Topic 4: Financial Planning Foundations | - Cash flow and budgeting fundamentals - Principles of personal financial planning - Time value of money concepts |
| Topic 5: Portfolio Management Basics | - Portfolio diversification principles - Risk and return fundamentals - Asset allocation strategies |
| Topic 6: Investment Planning and Asset Classes | - Equity, fixed income, and money market instruments - Alternative investments overview - Mutual funds and pooled investment vehicles |





