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Pass your AAFM GLO_CWM_LVL_1 Exam with accurate Questions & Answers

Chartered Wealth Manager (CWM) Global Examination

Last Updated: Oct 3, 2024
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1057 Questions and Answers for the AAFM GLO_CWM_LVL_1 exam

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AAFM Chartered Wealth Manager (CWM) Global Examination Syllabus
  • Intergenerational Wealth Transfer & Tax Planning/ Advanced Wealth Management
  • Wealth Management Planning/ Tax Laws For Wealth Management
  • International Tax and Trust Planning/ Concept of Wealth Management
  • Portfolio Management Strategies/ Investment Vehicles In Wealth Management
  • Loan & Debt Management/ Measuring Investment Risk And Returns
  • Relationship Management by a Wealth Manager/ Legalities in Wealth Management
  • Behavioral Finance In Wealth Management/ Concept Of Insurance And Risk Management
  • Real Estate Valuation and Analysis/ Role of Wealth Management in Banking
  • Alternative Products In Wealth Management/ Life Cycle Management/ Equity Analysis