About AAFM GLO_CWM_LVL_1: Chartered Wealth Manager (CWM) Global Examination

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AAFM GLO_CWM_LVL_1 Exam Syllabus Topics:

Topic	Details
Topic 1	International Tax and Trust Planning Concept of Wealth Management
Topic 2	Real Estate Valuation and Analysis Role of Wealth Management in Banking
Topic 3	Alternative Products In Wealth Management Life Cycle Management Equity Analysis
Topic 4	Intergenerational Wealth Transfer & Tax Planning Advanced Wealth Management
Topic 5	Portfolio Management Strategies Investment Vehicles In Wealth Management
Topic 6	Behavioral Finance In Wealth Management Concept Of Insurance And Risk Management
Topic 7	Loan & Debt Management Measuring Investment Risk And Returns

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

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