AAFM CWM_LEVEL_2 Exam Topics
AAFM CWM_LEVEL_2 Exam Overview :
| Exam Name: | Chartered Wealth Manager (CWM) Certification Level II Examination |
| Exam Code: | CWM_LEVEL_2 |
| Certifications: | AAFM Chartered Wealth Manager Certification |
| Actual Exam Duration: | 180 minutes |
| Expected no. of Questions in Actual Exam: | 85 |
| See Expected Questions: | AAFM CWM_LEVEL_2 Expected Questions in Actual Exam |
AAFM CWM_LEVEL_2 Exam Objectives :
| Section | Objectives |
|---|---|
| Equity Analysis | It focuses on evaluating stocks and understanding market trends, including fundamental and technical analysis methods. |
| Alternative Investment Products in Wealth Management | This topic covers non-traditional investments such as hedge funds, private equity, and real estate, along with their roles in a diversified portfolio. |
| Real Estate Valuation and Analysis | It involves assessing the value of real estate properties and understanding market dynamics affecting real estate investments. |
| Behavioral Finance in Wealth Management | The topic examines how psychological factors influence investor behavior and market outcomes, impacting financial decision-making. |
| Relationship Management by a Wealth Manager | It emphasizes the importance of client relationships, communication skills, and understanding client needs in wealth management. |
| Loan & Debt Management | This topic focuses on strategies for managing personal and corporate debt, including the implications of leverage on financial health. |
| Portfolio Management Strategies | It discusses various strategies for constructing and managing investment portfolios to meet client objectives. |
| International Tax and Trust Planning | The topic covers the complexities of tax regulations and trust structures in a global context, essential for effective wealth management. |
| Wealth Management Planning | It involves comprehensive financial planning to align investment strategies with client goals and risk tolerance. |
| Advanced Wealth Management | This topic explores sophisticated financial strategies and case studies to deepen understanding of wealth management practices. |
| Official Information | https://www.aafmindia.co.in/CWMCertification/Examination.aspx |
Updates in the AAFM CWM_LEVEL_2 Exam Topics:
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