AAFM Chartered Wealth Manager (CWM) Global Examination : GLO_CWM_LVL_1 Exam Questions

  • Exam Code: GLO_CWM_LVL_1
  • Exam Name: Chartered Wealth Manager (CWM) Global Examination
  • Updated: Jun 12, 2026
  • Q&As: 1027 Questions and Answers

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AAFM GLO_CWM_LVL_1 Exam Syllabus Topics:

TopicDetails
Topic 1
  • International Tax and Trust Planning
  • Concept of Wealth Management
Topic 2
  • Relationship Management by a Wealth Manager
  • Legalities in Wealth Management
Topic 3
  • Intergenerational Wealth Transfer & Tax Planning
  • Advanced Wealth Management
Topic 4
  • Wealth Management Planning
  • Tax Laws For Wealth Management
Topic 5
  • Loan & Debt Management
  • Measuring Investment Risk And Returns
Topic 6
  • Portfolio Management Strategies
  • Investment Vehicles In Wealth Management

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

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