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AAFM CWM Global Examination is a highly respected certification program that validates the expertise of wealth managers and financial advisors. GLO_CWM_LVL_1 exam covers a wide range of topics related to wealth management and is recognized by many leading financial institutions and organizations around the world. Chartered Wealth Manager (CWM) Global Examination certification provides a global standard for wealth management professionals, and demonstrates their commitment to excellence in their field.
Reference: https://www.aafmindia.co.in/CWMCertification/CharteredWealthManagerCurriculum.aspx
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| Section | Objectives |
|---|---|
| Asset Allocation and Portfolio Management | - Portfolio Construction
|
| Relationship Management and Advisory Skills | - Client Relationship Development
|
| Personal Financial Planning | - Financial Planning Fundamentals
|
| Technology and Wealth Management | - Modern Wealth Advisory Tools
|
| Advanced Wealth Management Concepts | - Wealth Management Planning Process
|
| Introduction to Wealth Management | - Wealth Management Concepts
|
| Marketing and Business Development | - Financial Services Marketing
|
| Financial Markets and Investment Products | - Capital Markets and Investment Instruments
|
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