AAFM CWM_LEVEL_2 Exam Syllabus Topics:
| Topic | Details |
|---|
| Topic 1 | - Make investment policy recommendations, including the determination of an optimal asset allocation
- Expand your wealth management skills by adopting international best practices
|
| Topic 2 | - Analyse and evaluate the performance of an investment manager
- Forecast the impact of government economic policies on a business
|
| Topic 3 | - Diagnosis and planning in working with Super High Net Worth Clients
- Appreciate the complexities of investing in global markets and develop strategies
|
| Topic 4 | - Maximize the impact of your client communications and reporting
- Monitor and control corporate exposure to financial and operational risks
|
Reference: https://www.aafmindia.co.in/CWMCertification/Examination.aspx
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