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AAFM CWM_LEVEL_2 Exam Syllabus Topics:
| Topic | Details |
|---|
| Topic 1 | - Use and develop spread-sheet based Financial Modelling solutions to financial problems
- Explore the latest advances in wealth management strategy and law
|
| Topic 2 | - Make investment policy recommendations, including the determination of an optimal asset allocation
- Expand your wealth management skills by adopting international best practices
|
| Topic 3 | - Maximize the impact of your client communications and reporting
- Monitor and control corporate exposure to financial and operational risks
|
Reference: https://www.aafmindia.co.in/CWMCertification/Examination.aspx