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Reference: https://www.aafmindia.co.in/CWMCertification/CharteredWealthManagerCurriculum.aspx
AAFM GLO_CWM_LVL_1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Relationship Management and Advisory Skills | - Client Relationship Development
|
| Financial Markets and Investment Products | - Capital Markets and Investment Instruments
|
| Personal Financial Planning | - Financial Planning Fundamentals
|
| Introduction to Wealth Management | - Wealth Management Concepts
|
| Technology and Wealth Management | - Modern Wealth Advisory Tools
|
| Marketing and Business Development | - Financial Services Marketing
|
| Asset Allocation and Portfolio Management | - Portfolio Construction
|
| Advanced Wealth Management Concepts | - Wealth Management Planning Process
|








