• Exam Name:

    Chartered Wealth Manager Level 2: CWM_LEVEL_2

  • Last Update: Jul 9, 24
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Chartered Wealth Manager Level 2: CWM_LEVEL_2 Exams Details

Exam policies and procedures of American Academy of Financial Exam Management India private limited (AAFM India) chartered wealth manager® (CWM®)

The Indian Economy is rapidly growing, therefore the Indian Financial Services Industry in affected positively by this growth. There are also has complexities which can come up as you delve into this process. These challenges require an adaptation from Commission based to Advisory based services due to a “No load” rule in Mutual Fund planning.

In addition to providing a financial item solitary for their investment, today’s investorseeks a holistic idealto meet their life goals and determine their risk factors. This creates andintense need to upgrade the skill set and assets of the financial product advisor so that they can protect and safeguard the interest of an investor while developing a long-term, health financial working relationship with that person or persons.

India’s wealth management is a perfect example of the outcome of the competitive nature in a securely based wealth industry. Wealth Management is likely the fastest growing areas of banking, with a GDP growth rate being around the 9% it marks a strong outlook. India’s growth development is become an increasingly appealing market for many wealth management interests. Expected to continue the wealth growth with India ispositioned to become the third largest global economy by the year 2030, an outstanding performance indication.

This exam provides you with an overview, grading process and an efficient exam scheduling process so that you can pick and choose the best time frame for you to take this important exam. It has an exam level 1, which is the foundational level for this exam, to give you the best introduction. The foundation level will also test important units of the exam so you can focus on those elements. There are two advance levels of this exam; Examination pattern level 2 and test significance of units.

Taking this exam will allow you to earn a substantial income if you become certified. You can earn up to 16% more than your peers who do not receive this highly specialized training. You will have greater job security and much more career opportunities than before. You will have many choices of career options in various offered segments of the financial wealth advisor and its components. Wealth management services are used across all platforms of wealth including banking, real estate, portfolios and stocks. Leaning into this highly desired market can boost your career and make you an important asset to the corporation you work for.

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