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AAFM CWM_LEVEL_1 Exam Syllabus Topics:

SectionWeightObjectives
Legalities in Wealth Management8%- Legal structure of investments
- Compliance and regulations
- Contract and property laws
Measuring Investment Risk and Returns12%- Risk types and measurement
- Return calculation and benchmarks
- Portfolio theory basics
Tax Laws for Wealth Management10%- Tax efficiency in investments
- Income tax and capital gains
- Tax planning strategies
Indian and Global Financial System12%- Global financial environment
- Financial markets and institutions
- Regulatory framework
Investment Vehicles in Wealth Management15%- Equity, debt, mutual funds
- Real estate and structured products
- Alternative investments
Concept of Wealth Management10%- Time value of money
- Client profiling and financial goal setting
- Wealth management process and lifecycle
Role of Wealth Management in Banking8%- Private banking services
- Banking products for wealth creation
- Client relationship management
Retirement Planning7%- Retirement needs analysis
- Annuities and pension plans
- Retirement savings vehicles
Intergenerational Wealth Transfer & Estate Planning8%- Estate planning fundamentals
- Will and trust structures
- Wealth preservation strategies
Concept of Insurance and Risk Management10%- Life and health insurance
- Risk assessment and mitigation
- General insurance

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