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The CWM® certification is a globally recognized credential for professionals in the wealth management and financial advisory sectors, designed to enhance skills in managing high-net-worth clients and their financial portfolios.
The CWM® exam is graded based on a percentage system, with a minimum passing score required for each level. The exact passing score may vary depending on the exam level (Foundation or Advanced).
Candidates can schedule their CWM® exam through the official AAFM India website. After registering for the exam, candidates can choose a convenient date and location for the test.
The Level I (Foundation Level) exam consists of multiple-choice questions (MCQs) designed to assess basic knowledge in wealth management and financial principles.
Each unit in the Level I exam represents a key topic in wealth management, such as financial planning, investment strategies, and taxation. The weight of each unit varies, contributing differently to the overall score.
The Level II (Advanced Level) exam includes more complex multiple-choice questions, case studies, and scenario-based questions to evaluate in-depth knowledge and practical skills in wealth management.
The units in Level II focus on advanced topics like estate planning, portfolio management, and risk assessment. Each unit's weight is carefully balanced to reflect its importance in the field of wealth management.
Chartered Wealth Manager (CWM) Global Examination
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TESTED 02 Jan 2025
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