| Exam Code: | CWM_LEVEL_2 | ||
| Exam Name: | AAFM Chartered Wealth Manager (CWM) Certification Level II Examination Exam | ||
| Certification(s): | Chartered Wealth Manager | ||
| Total Questions: | 1259 Questions Answers | ||
| Latest Updated: | Nov 14,2024 | ||
| Price: (Discounted) | Was: $85 Now: $59 | ||
CWM_LEVEL_2 Exam Topics and Passing Score
The CWM_LEVEL_2 exam covers a wide range of topics related to wealth management. The following table provides a breakdown of the main topics and their approximate percentage of the total exam score:
| Topic | Percentage of Exam Score | Information |
|---|---|---|
| Financial Planning Process | 20% | Involves gathering client data, analyzing their financial situation, and developing and implementing strategies to achieve their financial goals. |
| Investments | 30% | Covers a wide range of investment topics, including asset allocation, portfolio construction, and investment selection. |
| Tax Planning | 20% | Involves understanding the tax implications of various investment and financial planning strategies. |
| Retirement Planning | 15% | Covers the different types of retirement accounts and how to use them effectively to meet retirement income needs. |
| Estate Planning | 15% | Involves developing strategies to transfer wealth to heirs and minimize estate taxes. |
To pass the CWM_LEVEL_2 exam, candidates must achieve a score of at least 70%. The exam is offered twice a year, in May and November.
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