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AAFM CWM_LEVEL_2 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Maximize the impact of your client communications and reporting
  • Monitor and control corporate exposure to financial and operational risks
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
  • Characterize the implications of the market efficiency evidence on active portfolio management
  • Integrate optimum products and services in your wealth management development strategies

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

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