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CWM_LEVEL_1 pdf
  • Exam Code: CWM_LEVEL_1
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
  • Updated: Sep 10, 2026
  • Q & A: 0 Questions and Answers
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  • Exam Code: CWM_LEVEL_1
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
  • Updated: Sep 10, 2026
  • Q & A: 0 Questions and Answers
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CWM_LEVEL_1 Testing Engine
  • Exam Code: CWM_LEVEL_1
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level 1 Examination
  • Updated: Sep 10, 2026
  • Q & A: 0 Questions and Answers
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AAFM CWM_LEVEL_1 Exam Syllabus Topics:

SectionObjectives
Topic 1: Taxation and Estate Planning Basics- Basic principles of taxation in personal finance
- Introduction to estate planning and wealth transfer
Topic 2: Risk Management and Insurance- Types of insurance in wealth management
- Risk assessment and mitigation strategies
Topic 3: Investment Planning- Asset classes and investment products overview
- Portfolio basics and diversification principles
- Risk and return concepts
Topic 4: Ethics and Professional Standards- Regulatory awareness and compliance basics
- Ethical responsibilities of a wealth manager
Topic 5: Financial Planning Fundamentals- Introduction to wealth management and financial planning process
- Client profiling and financial goals assessment

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