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AAFM CWM_LEVEL_1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Risk Management and Insurance | - Risk assessment and mitigation strategies - Types of insurance in wealth management |
| Investment Planning | - Asset classes and investment products overview - Portfolio basics and diversification principles - Risk and return concepts |
| Ethics and Professional Standards | - Regulatory awareness and compliance basics - Ethical responsibilities of a wealth manager |
| Financial Planning Fundamentals | - Introduction to wealth management and financial planning process - Client profiling and financial goals assessment |
| Taxation and Estate Planning Basics | - Introduction to estate planning and wealth transfer - Basic principles of taxation in personal finance |
