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Exam Code: GLO_CWM_LVL_1
Exam Name: Chartered Wealth Manager (CWM) Global Examination
Updated: Sep 13, 2026
Q & A: 1027 Questions and Answers
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Reference: https://www.aafmindia.co.in/CWMCertification/CharteredWealthManagerCurriculum.aspx
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| Section | Objectives |
|---|---|
| Risk Management and Insurance | - Insurance planning fundamentals - Types of personal and financial risks |
| Ethics and Regulatory Framework | - Regulatory compliance principles - Professional ethics in wealth management |
| Portfolio Management Basics | - Risk and return fundamentals - Asset allocation strategies - Portfolio diversification principles |
| Investment Planning and Asset Classes | - Alternative investments overview - Mutual funds and pooled investment vehicles - Equity, fixed income, and money market instruments |
| Financial Planning Foundations | - Principles of personal financial planning - Cash flow and budgeting fundamentals - Time value of money concepts |
| Taxation and Retirement Planning Basics | - Retirement planning vehicles and concepts - Introduction to taxation principles in wealth planning |
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