AAFM GLO_CWM_LVL_1 Exam Details & Actual Exam Questions
- Exam Code/Number: GLO_CWM_LVL_1
- Exam Name/Title: Chartered Wealth Manager (CWM) Global Examination
- Certification Provider: AAFM
- Corresponding Certification: Chartered Wealth Manager
- Exam Questions: 1027
- Updated On: Sep,12 2026
- Certification Level: Foundation / Associate
AAFM Chartered Wealth Manager (CWM) Global Examination Exam Questions
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(40 Up Votes)AAFM GLO_CWM_LVL_1 Exam Overview:
| Certification Vendor: | AAFM / GAFM (American Academy of Financial Management / Global Academy of Finance and Management) |
|---|---|
| Exam Name: | Chartered Wealth Manager (CWM) Global Examination Level 1 |
| Exam Number: | GLO_CWM_LVL_1 |
| Certificate Validity Period: | 3 years from completion; requires renewal |
| Exam Price: | Approx. $200 USD / varies by region |
| Real Exam Qty: | 85 |
| Exam Duration: | 180 minutes |
| Related Certifications: | CWM Global Level 2 Full Chartered Wealth Manager (CWM) Designation |
| Available Languages: | English |
| Passing Score: | 50% (80 out of 160 total marks) |
| Exam Format: | Multiple Choice Questions (MCQ), Weighted scoring: 40×1 mark, 30×2 marks, 15×4 marks, No negative marking, Computer-based |
| Recommended Training: | AAFM India Study Resources AAFM Official Learning Materials |
| Exam Registration: | AAFM Official Registration Pearson VUE Scheduling |
| Sample Questions: | AAFM GLO_CWM_LVL_1 Sample Questions |
| Exam Way: | Computer-based test at Pearson VUE centers globally / online proctored |
| Pre Condition: | Minimum 10+2 / high school education; no work experience required for compulsory pathway; graduation required to earn full CWM designation |
| Official Syllabus URL: | https://www.aafmglobal.org / https://www.aafmindia.co.in |
AAFM GLO_CWM_LVL_1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Legal and Regulatory Framework | 10% | - Contract and property law - Cross-border regulations - Fiduciary duties and ethics |
| Topic 2: Role of Wealth Management in Banking | 8% | - Credit and lending solutions - Regulatory compliance - Private banking services |
| Topic 3: Tax Planning Basics | 12% | - Income, capital gains and wealth tax - Post-tax return optimization - Tax-efficient investing |
| Topic 4: Concept of Wealth Management | 12% | - Wealth management process - Overview and role of wealth management - Client life cycle and goal setting |
| Topic 5: Retirement and Life Cycle Planning | 10% | - Long-term financial sustainability - Pension and annuity products - Retirement needs analysis |
| Topic 6: Global Financial System | 13% | - Financial intermediaries and regulators - Structure of global financial markets - Equity, debt, commodity and currency markets |
| Topic 7: Estate and Intergenerational Wealth Transfer | 8% | - Wealth transfer mechanisms - Wills, trusts and succession planning - Inheritance and gift tax rules |
| Topic 8: Investment Vehicles | 18% | - Fixed income, equities, mutual funds - Alternative investments - Features, liquidity and risk profile |
| Topic 9: Risk and Return Measurement | 15% | - Risk-return tradeoff - Risk metrics: volatility, VaR, beta - Return calculation and benchmarking |
| Topic 10: Insurance and Risk Management | 14% | - Types of personal and asset risks - Risk mitigation strategies - Life, health, property and liability insurance |
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