AAFM Certification Dumps & Practice Exams – Pass with Ease

AAFM GLO_CWM_LVL_1 Exam Dumps

admin_arslan — Sat, 28 Sep 2024 17:43:38 +0000

Exam Name: Chartered Wealth Manager (CWM) Global Examination

Exam Code: GLO_CWM_LVL_1

Related Certification(s): AAFM Chartered Wealth Manager Certification

Certification Provider: AAFM

Number of GLO_CWM_LVL_1 practice questions in our database:

Expected GLO_CWM_LVL_1 Exam Topics, as suggested by AAFM :

Module 1: Intergenerational Wealth Transfer & Tax Planning/ Advanced Wealth Management
Module 2: Wealth Management Planning/ Tax Laws For Wealth Management
Module 3: International Tax and Trust Planning/ Concept of Wealth Management
Module 4: Portfolio Management Strategies/ Investment Vehicles In Wealth Management
Module 5: Loan & Debt Management/ Measuring Investment Risk And Returns
Module 6: Relationship Management by a Wealth Manager/ Legalities in Wealth Management
Module 7: Behavioral Finance In Wealth Management/ Concept Of Insurance And Risk Management
Module 8: Real Estate Valuation and Analysis/ Role of Wealth Management in Banking
Module 9: Alternative Products In Wealth Management/ Life Cycle Management/ Equity Analysis

admin_arslan — Sat, 28 Sep 2024 17:25:39 +0000

Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination

Exam Code: CWM_LEVEL_2

Related Certification(s): AAFM Chartered Wealth Manager Certification

Certification Provider: AAFM

Actual Exam Duration: 180 Minutes

Number of CWM_LEVEL_2 practice questions in our database:

Expected CWM_LEVEL_2 Exam Topics, as suggested by AAFM :

Module 1: Maximize the impact of your client communications and reporting/ Monitor and control corporate exposure to financial and operational risks
Module 2: Use and develop spread-sheet based Financial Modelling solutions to financial problems/ Explore the latest advances in wealth management strategy and law
Module 3: Make investment policy recommendations, including the determination of an optimal asset allocation/ Expand your wealth management skills by adopting international best practices
Module 4: Analyse and evaluate the performance of an investment manager/ Forecast the impact of government economic policies on a business
Module 5: Characterize the implications of the market efficiency evidence on active portfolio management/ Integrate optimum products and services in your wealth management development strategies
Module 6: Interpret the effect of Global & Local Economic Environment on Financial Markets and Investments
Module 7: Diagnosis and planning in working with Super High Net Worth Clients/ Appreciate the complexities of investing in global markets and develop strategies

admin_arslan — Sat, 28 Sep 2024 17:23:00 +0000

Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination

Exam Code: CTEP

Related Certification(s): AAFM Chartered Trust and Estate Planner Certification

Certification Provider: AAFM

Number of CTEP practice questions in our database:

Expected CTEP Exam Topics, as suggested by AAFM :

Module 1: Introduction to Personal and Intestate Succession Laws/ Meaning and Essentials of a Contract
Module 2: Society as a form of charitable Organization/ Philanthropy and Charitable Planning
Module 3: FEMA Regulations in Estate Planning/ Introduction to Estate Planning
Module 4: Religious and Charitable Trusts/ Anti-Money Laundering/ Estate Planning Process
Module 5: Internation Estate Planning/ The Basic Tools of Estate Planning
Module 6: Minority and Guardianship Act 1956/ Coparcenary Property Under HSA
Module 7: Laws Affecting Estate Planning/ Business Succession Planning
Module 8: Discretionary Trust/ Private Religious Trust/ Wills and Succession Planning