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AAFM Chartered Wealth Manager (CWM) Certification Level 1 Examination : CWM_LEVEL_1

CWM_LEVEL_1 Exam Simulator
  • Exam Code: CWM_LEVEL_1
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
  • Updated: Sep 16, 2026
  • Q & A: 0 Questions and Answers

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AAFM CWM_LEVEL_1 Exam Syllabus Topics:

SectionObjectives
Taxation and Estate Planning Basics- Introduction to estate planning and wealth transfer
- Basic principles of taxation in personal finance
Ethics and Professional Standards- Ethical responsibilities of a wealth manager
- Regulatory awareness and compliance basics
Financial Planning Fundamentals- Client profiling and financial goals assessment
- Introduction to wealth management and financial planning process
Investment Planning- Risk and return concepts
- Asset classes and investment products overview
- Portfolio basics and diversification principles
Risk Management and Insurance- Risk assessment and mitigation strategies
- Types of insurance in wealth management

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