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| Certification Vendor: | AAFM |
|---|---|
| Exam Name: | Chartered Wealth Manager (CWM) Certification Level 1 Examination |
| Exam Number: | CWM_LEVEL_1 |
| Real Exam Qty: | 55-120 |
| Exam Format: | Objective Type Examination, Multiple Choice Questions (MCQs) |
| Certificate Validity Period: | Certification renewal may be required every 3 years in certain regulatory pathways |
| Related Certifications: | Chartered Wealth Manager (CWM) Chartered Wealth Manager (CWM) Certification Level 2 |
| Passing Score: | 50% |
| Exam Price: | Varies by country and registration pathway |
| Available Languages: | English |
| Exam Duration: | 120-180 |
| Exam Way: | Computer-based examination delivered through authorized testing partners such as Pearson VUE and NSE testing centers; objective-type online examination. |
| Pre Condition: | No Level 1 prerequisite examination. Candidates pursuing the compulsory pathway must pass Level 1 before registering for Level 2. |
| Official Syllabus URL: | https://www.aafmindia.co.in/CWMCertification/CharteredWealthManagerCurriculum.aspx |
| Section | Objectives |
|---|---|
| Indian and Global Financial System | - Financial Markets and Institutions
|
| Role of Wealth Management in Banking | - Banking Products and Services
|
| Tax Laws for Wealth Management | - Tax Planning
|
| Measuring Investment Risk and Returns | - Risk and Return Analysis
|
| Concept of Insurance and Risk Management | - Protection Planning
|
| Concept of Wealth Management | - Wealth Management Fundamentals
|
| Life Cycle Management | - Financial Life Planning
|
| Legalities in Wealth Management | - Legal and Regulatory Framework
|
| Alternative Products in Wealth Management | - Alternative Investments
|
| Investment Vehicles in Wealth Management | - Investment Products
|
As of the latest information, the CWM_LEVEL_1 exam requires a passing score of 50% and a registration fee of Varies by country and registration pathway. AAFM may revise either figure, so confirm both on the official site before scheduling.
AAFM lists these prerequisites for the AAFM Chartered Wealth Manager (CWM) Certification Level 1 Examination: No Level 1 prerequisite examination. Candidates pursuing the compulsory pathway must pass Level 1 before registering for Level 2..
Check the current requirements on the official certification page before booking.
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Per current exam information, the CWM_LEVEL_1 exam contains 55-120 questions within a 120-180-minute limit. Practicing under those exact conditions removes the format shock on exam day.
The AAFM Chartered Wealth Manager (CWM) Certification Level 1 Examination blueprint centers on these main domains:
The full official outline continues with further domains; the question bank covers them all.
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