AAFM Chartered Wealth Manager (CWM) Certification Level II Examination : CWM_LEVEL_2

  • Exam Code: CWM_LEVEL_2
  • Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
  • Updated: Oct 28, 2026
  • Q & A: 1234 Questions and Answers

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About AAFM Chartered Wealth Manager (CWM) Certification Level II Examination : CWM_LEVEL_2 Valid Exam Questions

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AAFM CWM_LEVEL_2 Exam Overview:

Certification Vendor:AAFM
Exam Name:Chartered Wealth Manager (CWM) Certification Level II Examination
Exam Number:CWM_LEVEL_2
Real Exam Qty:85
Exam Duration:180 minutes
Exam Format:No Negative Marking, Objective Type, MCQ
Related Certifications:Chartered Wealth Manager (CWM)
Certificate Validity Period:Registration valid for 365 days; certification must be completed within 3 years from registration activation
Exam Price:USD 200 (Overseas Candidates)
Available Languages:English
Passing Score:50%
Sample Questions:Free Download CWM_LEVEL_2 valid vce
Exam Way:Online examination delivered through Pearson VUE or NSE testing platforms; available throughout the year at authorized test centers and supported online examination channels.
Pre Condition:Under the Compulsory Pathway, candidates must pass CWM Level I before appearing for Level II. Under the Experience Pathway, candidates with a minimum of 3 years of eligible financial services experience may directly appear for Level II subject to AAFM approval.
Official Syllabus URL:https://www.aafmindia.co.in/CWMCertification/CharteredWealthManagerCurriculum.aspx

AAFM CWM_LEVEL_2 Exam Syllabus Topics:

SectionObjectives
Tools in Wealth Management- Portfolio Management Strategies
  • 1. Portfolio Construction
  • 2. Asset Allocation
  • 3. Performance Evaluation
- International Taxation and Trust Planning
  • 1. Cross-Border Taxation
  • 2. Trust Structures
  • 3. Estate Planning
- Loan and Debt Management
  • 1. Credit Planning
  • 2. Leverage Strategies
  • 3. Debt Structuring
Asset Classes in Wealth Management- Equity Analysis
  • 1. Equity Valuation
  • 2. Technical Analysis
  • 3. Fundamental Analysis
- Real Estate Valuation and Analysis
  • 1. Portfolio Inclusion of Real Estate
  • 2. Real Estate Investment Analysis
  • 3. Valuation Techniques
- Alternative Investment Products in Wealth Management
  • 1. Private Equity
  • 2. Hedge Funds
  • 3. Structured Products
Wealth Management Practice- Wealth Management Planning
  • 1. Comprehensive Financial Planning
  • 2. Client Goal Mapping
  • 3. Risk Profiling
- Advanced Wealth Management
  • 1. Succession Planning
  • 2. Advanced Advisory Practices
  • 3. Integrated Wealth Solutions
Managing Relationships in Wealth Management- Relationship Management by a Wealth Manager
  • 1. Client Relationship Strategies
  • 2. Client Retention
  • 3. Communication Skills
- Behavioural Finance in Wealth Management
  • 1. Investor Behaviour
  • 2. Behavioural Biases
  • 3. Client Decision Making

CWM_LEVEL_2 Exam Essentials and Our Service System

Currently, the CWM_LEVEL_2 exam's passing score is 50% and the registration fee is USD 200 (Overseas Candidates). Both are AAFM's figures and subject to revision — verify them on the official site before you schedule.

Reliability here is built, not claimed. The CWM_LEVEL_2 bank is written by a team of IT experts and certified trainers with a wealth of knowledge in the AAFM Chartered Wealth Manager (CWM) Certification Level II Examination field, and we constantly keep it updated. The online test engine is the signature service: it fits the atmosphere of the actual test in advance, supports Windows, Mac, Android, and iOS, carries no installation limits, and lets you practice anytime, anywhere — perfectly suited to IT workers. Download the free sample first to learn about the product, and know that after purchase you may request the latest version at any time on top of 365 days of automatic updates.

The AAFM Chartered Wealth Manager (CWM) Certification Level II Examination blueprint covers these core domains:

  • Tools in Wealth Management
  • Managing Relationships in Wealth Management
  • Wealth Management Practice

Further domains complete the official outline; the bank addresses every one.

Upon successful payment, our system automatically sends the product to your mailbox — typically within about a minute — with an instant download link on screen. If nothing arrives within two hours, check your spam folder and contact our 24/7 online support. Updates are free for 365 days: whenever a new version is released, we send the updated bank to your mailbox automatically — and you can also request the latest version from us at any time. A 50% renewal discount applies when the period ends.

AAFM states the following prerequisites for the AAFM Chartered Wealth Manager (CWM) Certification Level II Examination: Under the Compulsory Pathway, candidates must pass CWM Level I before appearing for Level II. Under the Experience Pathway, candidates with a minimum of 3 years of eligible financial services experience may directly appear for Level II subject to AAFM approval..

Confirm the details on the official certification page before registering.

According to the latest exam information, the CWM_LEVEL_2 exam includes 85 questions and allows 180 minutes minutes. The online engine reproduces those conditions so practice matches the formal test's atmosphere.

Clear and dependable. If you fail the corresponding exam within 60 days of purchase, send the score report to our support team together with a scanned copy of your enrollment slip — the official Score Report PDF must reach us within two days of the exam date — and verified claims receive a full refund within seven days. Exclusions: exams taken within three days of purchase, candidate names that differ from the payer, and free or expired products. If you have another test in mind, you may instead wait for the next update or exchange your product for two others of equal value at no cost.

AAFM Chartered Wealth Manager (CWM) Certification Level II Examination Sample Questions:

Question #1

Section C (4 Mark)
Read the senario and answer to the question.
Saxena wants to know his income tax liability for FY 2007-08 without taking into consideration any interest income from NSC. Calculate the same including surcharge and Educational Cess.

  • A. Rs. 1,77,344
  • B. Rs. 2,32,680
  • C. Rs. 1,76,130
  • D. Rs. 1,23,700
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Question #2

Section A (1 Mark)
Rahul deposits Rs. 30,000/- per year, at the end of the year, into an account for 30 years. What amount would be accumulated in that account at the end of 30 years if ROI is 9 % per annum?

  • A. 4089226.15
  • B. 2345226.34
  • C. 3498723.56
  • D. 4298712.9
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Question #3

Section A (1 Mark)
Which of the following is not a derivative transaction?

  • A. An exporter selling dollars in the spot market
  • B. A farmer selling his crop at a future date
  • C. A copper fabricator entering into futures contracts to buy his annual requirements of copper.
  • D. An investor buying index futures in the hope that the index will go up.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Question #4

Section A (1 Mark)
Which of the following is/are correct?

  • A. Statement A is true
  • B. Both A and B are not true
  • C. Both A and B statements are true
  • D. Statement B is true
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Question #5

Section A (1 Mark)
The price that the writer of a put option receives for the underlying asset if the option is exercised is called the

  • A. Exercise price
  • B. None of the above
  • C. execution price
  • D. Strike price
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

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