Exam Code: CWM_LEVEL_2
Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
Certification Provider: AAFM
Corresponding Certification: AAFM Certification

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Last Updated: Jun 26, 2026

No. of Questions: 1234 Questions & Answers with Testing Engine

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AAFM CWM_LEVEL_2 Exam Syllabus Topics:

Topic	Details
Topic 1	Use and develop spread-sheet based Financial Modelling solutions to financial problems Explore the latest advances in wealth management strategy and law
Topic 2	Maximize the impact of your client communications and reporting Monitor and control corporate exposure to financial and operational risks
Topic 3	Diagnosis and planning in working with Super High Net Worth Clients Appreciate the complexities of investing in global markets and develop strategies
Topic 4	Characterize the implications of the market efficiency evidence on active portfolio management Integrate optimum products and services in your wealth management development strategies
Topic 5	Analyse and evaluate the performance of an investment manager Forecast the impact of government economic policies on a business
Topic 6	Make investment policy recommendations, including the determination of an optimal asset allocation Expand your wealth management skills by adopting international best practices

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

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