CWM_LEVEL_2 Exam Question Dumps – Our Features
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: Dec 16,2024
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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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