AAFM CWM_LEVEL_2 Q&A - in .pdf

  • Exam Code: CWM_LEVEL_2
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
  • Updated: Aug 30, 2025
  • Q & A: 1234 Questions and Answers
  • PDF Price: $59.99
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AAFM CWM_LEVEL_2 Q&A - Testing Engine

  • Exam Code: CWM_LEVEL_2
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
  • Updated: Aug 30, 2025
  • Q & A: 1234 Questions and Answers
  • Install on multiple computers for self-paced, at-your-convenience training.
  • PC Test Engine Price: $59.99
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AAFM CWM_LEVEL_2 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Make investment policy recommendations, including the determination of an optimal asset allocation
  • Expand your wealth management skills by adopting international best practices
Topic 2
  • Use and develop spread-sheet based Financial Modelling solutions to financial problems
  • Explore the latest advances in wealth management strategy and law
Topic 3
  • Characterize the implications of the market efficiency evidence on active portfolio management
  • Integrate optimum products and services in your wealth management development strategies
Topic 4
  • Diagnosis and planning in working with Super High Net Worth Clients
  • Appreciate the complexities of investing in global markets and develop strategies
Topic 5
  • Analyse and evaluate the performance of an investment manager
  • Forecast the impact of government economic policies on a business

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

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