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CWM_INTL_LVL_1 pdf
  • Exam Code: CWM_INTL_LVL_1
  • Exam Name: Chartered Wealth Manager® (CWM®) International Examination - Level 1
  • Updated: Oct 26, 2026
  • Q & A: 0 Questions and Answers
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  • Exam Code: CWM_INTL_LVL_1
  • Exam Name: Chartered Wealth Manager® (CWM®) International Examination - Level 1
  • Updated: Oct 26, 2026
  • Q & A: 0 Questions and Answers
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CWM_INTL_LVL_1 Testing Engine
  • Exam Code: CWM_INTL_LVL_1
  • Exam Name: Chartered Wealth Manager® (CWM®) International Examination - Level 1
  • Updated: Oct 26, 2026
  • Q & A: 0 Questions and Answers
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AAFM CWM_INTL_LVL_1 Exam Overview:

Certification Vendor:American Academy of Financial Management (AAFM) India
Exam Name:AAFM Chartered Wealth Manager® (CWM®) International Examination - Level 1
Exam Number:CWM_INTL_LVL_1
Exam Format:No negative marking, 160 total marks, 15 questions worth 4 marks each, 40 questions worth 1 mark each, 30 questions worth 2 marks each, Multiple-choice questions (MCQs)
Certificate Validity Period:Level 1 examination result valid for 3 years, subject to renewal of registration; certification validity period not specified
Available Languages:English
Related Certifications:Chartered Wealth Manager® (CWM®) Level 2
Chartered Wealth Manager® (CWM®) Level 1
Passing Score:50% (80 out of 160 marks)
Exam Duration:180 minutes
Real Exam Qty:85
Exam Price:INR 7,080 (published AAFM India exam fee; international fees may vary)
Exam Way:Computer-based multiple-choice examination delivered through authorized testing centres, including Pearson VUE and NSE Academy centres. Examination availability and delivery arrangements depend on the candidate's region and registration pathway.
Pre Condition:The Level 1 examination is part of the compulsory pathway for candidates pursuing the CWM® qualification through the standard route. Eligibility and educational requirements depend on the selected pathway and AAFM India policies. Candidates should confirm current requirements with the official certification body.
Official Syllabus URL:https://aafmindia.org/pages/examination

AAFM CWM_INTL_LVL_1 Exam Syllabus Topics:

SectionObjectives
Topic 1: Intergenerational Wealth Transfer and Tax Planning- Wealth preservation and transfer
  • 1. Tax implications of intergenerational wealth transfer
    • 2. Estate planning
      • 3. Trust planning
        Topic 2: Concept of Wealth Management- Wealth management process and fundamentals
        • 1. Personal financial statements and cash flow management
          • 2. Time value of money
            • 3. Client interaction process
              • 4. Wealth management industry dynamics
                Topic 3: Legalities in Wealth Management- Legal and regulatory framework
                • 1. Laws affecting individuals, families and businesses
                  • 2. Legal considerations in wealth management
                    Topic 4: Life-Cycle Management- Financial planning throughout the life cycle
                    • 1. Wealth creation and accumulation
                      • 2. Reviewing retirement strategies
                        • 3. Retirement planning
                          Topic 5: Role of Wealth Management in Banking- Banking industry and wealth management services
                          • 1. Banking products and services
                            • 2. Banking processes
                              Topic 6: Indian and Global Financial System- Financial markets and institutions
                              • 1. Global financial markets and economic systems
                                • 2. Indian financial system
                                  Topic 7: Tax Laws for Wealth Management- Taxation principles and planning
                                  • 1. Tax structure and computation
                                    • 2. Income tax treatment across income heads
                                      • 3. Tax planning techniques
                                        Topic 8: Concept of Insurance and Risk Management- Insurance and personal risk management
                                        • 1. Disability, property and liability risks
                                          • 2. Protection planning
                                            • 3. Life and health insurance
                                              Topic 9: Measuring Investment Risk and Returns- Investment risk and return measurement
                                              • 1. Investment performance evaluation
                                                • 2. Risk analysis
                                                  Topic 10: Investment Vehicles in Wealth Management- Investment products and asset classes
                                                  • 1. Investment returns and performance assessment
                                                    • 2. Asset allocation based on client risk profiles
                                                      • 3. Equity and mutual funds

                                                        CWM_INTL_LVL_1 Exam FAQ — Simulate, Schedule, Succeed on Your Terms

                                                        The official AAFM Chartered Wealth Manager® (CWM®) International Examination - Level 1 outline defines 10 domains. The leading three are Role of Wealth Management in Banking, Measuring Investment Risk and Returns, and Tax Laws for Wealth Management. The full list is in the topics section above, and Prep4SureReview's 0 practice questions cover each one.

                                                        The Level 1 examination is part of the compulsory pathway for candidates pursuing the CWM® qualification through the standard route. Eligibility and educational requirements depend on the selected pathway and AAFM India policies. Candidates should confirm current requirements with the official certification body. Since requirements change over time, confirm the latest on the official AAFM exam page before scheduling.

                                                        Computer-based multiple-choice examination delivered through authorized testing centres, including Pearson VUE and NSE Academy centres. Examination availability and delivery arrangements depend on the candidate's region and registration pathway. Register for the AAFM Chartered Wealth Manager® (CWM®) International Examination - Level 1 exam through these official channels:

                                                          After booking, Prep4SureReview delivers your practice questions within 1 minute — preparation starts the same day.

                                                          The CWM_INTL_LVL_1 exam is a AAFM certification exam validating the AAFM Chartered Wealth Manager® (CWM®) International Examination - Level 1 syllabus shown above. It belongs to these credential paths: Chartered Wealth Manager® (CWM®) Level 1, Chartered Wealth Manager® (CWM®) Level 2. Candidates in 2026 start with Prep4SureReview's 0 practice questions, available as a printable PDF, a Windows Desktop Test Engine, and an Online Test Engine — three versions of the same materials.

                                                          The AAFM Chartered Wealth Manager® (CWM®) International Examination - Level 1 exam contains 85 to complete within 180 minutes. Timed simulation in the Prep4SureReview Desktop Test Engine teaches that rhythm before exam day does.

                                                          Prep4SureReview issues a full refund if you take the AAFM Chartered Wealth Manager® (CWM®) International Examination - Level 1 exam within 60 days of purchase and do not pass. The policy does not apply if the exam is taken within 3 days of purchase, if the exam was never actually taken, or to free materials or expired orders, and the candidate name must match the payer name. Submit a scan of your enrollment slip and the official Score Report PDF within 2 days of the exam; claims are processed within 7 days. Alternatively, exchange for two free exam products of equal value and keep your original update service. Orders arrive by email within 1 minute — contact support if nothing arrives within 2 hours.

                                                          The AAFM Chartered Wealth Manager® (CWM®) International Examination - Level 1 exam requires 50% (80 out of 160 marks) to pass, and registration costs INR 7,080 (published AAFM India exam fee; international fees may vary). A failed attempt means paying the same fee again — a readiness check with the Prep4SureReview engines before booking is the cheaper option.

                                                          AAFM recommends these training resources for the AAFM Chartered Wealth Manager® (CWM®) International Examination - Level 1 exam:

                                                            Follow the training with steady self-testing — the 0 practice questions from Prep4SureReview help you apply theory and fill any gaps the training leaves.

                                                            Three versions of the same study materials: a printable, expert-prepared PDF with free demo download and instant access; a Desktop Test Engine for Windows with customizable simulation and timed modes that works offline; and an Online Test Engine for any browser on Windows, Mac, Android, and iOS with test history and performance review. All 0 practice questions are identical across versions. Every purchase includes 365 days of free updates, a 50% renewal discount afterward, and unlimited computer installations.

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