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AAFM CWM_LEVEL_2 Practice Test Questions Answers

Exam Code: CWM_LEVEL_2 (Updated 1259 Q&As)
Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
Last Update: 15-Sep-2025
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  • CWM_LEVEL_2 Overview

    AAFM CWM_LEVEL_2 Exam Overview

    Category Details
    Certification Name Chartered Wealth Manager (CWM) Level 2
    Target Audience Financial professionals with experience in wealth management, seeking to deepen their expertise and advance to a higher level of competency in wealth management and advisory services.
    Purpose To assess knowledge and skills required for advanced wealth management, including estate planning, tax strategies, retirement planning, and client management.
    Exam Duration 3 hours
    Number of Questions 100 multiple-choice questions
    Passing Score 70% (out of 100)
    Exam Format Multiple-choice questions
    Exam Delivery Online (via AAFM-authorized testing centers or Pearson VUE)
    Exam Cost $850 (USD)
    Languages Available English
    Prerequisites Successful completion of CWM Level 1 (Chartered Wealth Manager) and/or requisite experience in wealth management.
    Key Topics Covered 1. Estate Planning
    2. Advanced Tax Strategies
    3. Investment Management
    4. Retirement Planning
    5. Client Relationship Management
    6. Wealth Preservation
    Preparation Resources 1. CWM Level 2 Study Guide
    2. AAFM Official Training and Webinars
    3. CWM Level 1 Exam Materials (optional, as Level 1 is a prerequisite)
    Validity Period 3 years (requires recertification after expiration)
    Retake Policy If a candidate does not pass, they can retake the exam after 30 days.

     

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    AAFM CWM_LEVEL_2 Exam Topics Breakdown

    Domain Weight (%) Topics Covered
    1. Estate Planning 20% - Trusts and estates
    - Wills, powers of attorney, and guardianship
    - Estate taxation and distribution strategies
    2. Advanced Tax Strategies 25% - Income tax strategies for high-net-worth individuals
    - Tax-efficient investment strategies
    - Tax planning in retirement
    3. Investment Management 20% - Portfolio construction
    - Asset allocation techniques
    - Advanced investment vehicles (hedge funds, private equity, etc.)
    4. Retirement Planning 15% - Retirement income strategies
    - Pension plan options
    - Taxation of retirement funds and withdrawal strategies
    5. Client Relationship Management 10% - Building long-term client relationships
    - Client communication and expectations management
    - Ethical considerations in client dealings
    6. Wealth Preservation 10% - Protecting assets against inflation, legal risks, and market fluctuations
    - Insurance and risk management strategies
    - Succession planning

    AAFM CWM_LEVEL_2 Chartered Wealth Manager Practice Exam Questions and Answers

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    All Chartered Wealth Manager Related Certification Exams

    AAFM CWM_LEVEL_2 Exam Dumps FAQs

    The AAFM CWM_LEVEL_2 (Chartered Wealth Manager Level 2) exam certifies advanced competency in wealth management, including investment strategies, portfolio design, risk management, and client relationship skills. It’s the next step after the Level 1 “Chartered Wealth Manager” credential.

    This AAFM CWM_LEVEL_2 exam is aimed at financial advisors, private bankers, and wealth management professionals seeking to demonstrate deeper expertise in advanced portfolio strategies and estate planning beyond entry-level credentialing.

    AAFM CWM_LEVEL_2  Key domains include:

    • Advanced portfolio construction

    • Wealth structuring and estate planning

    • Tax-efficient investment strategies

    • Behavioral finance

    • Regulatory and fiduciary responsibilities

    The AAFM CWM_LEVEL_2  exam is considered moderately to highly difficult, particularly for those without professional wealth management experience. Thorough preparation is key to success.

    The AAFM CWM_LEVEL_2  exam features 60 multiple-choice questions, some with multiple-select options. Candidates have 120 minutes to complete the test.

    Candidates must score at least 70% to pass the AAFM CWM_LEVEL_2  exam.

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    CWM_LEVEL_2 Questions and Answers

    Question # 1

    Section B (2 Mark)

    Mr. A purchased certain shares of a company during the financial year 1987-88 for a sum of Rs.1,50,000/-. A sold the shares during the financial year 2011-12 for Rs.8,10,000/- when the market is at all time high. Calculate the amount of capital gains. [CII-12-13: 852,11-12: 785,10-11:711]

    A.

    Rs.25000

    B.

    Rs.56511

    C.

    Rs.46180

    D.

    Rs.60569

    Question # 2

    Section B (2 Mark)

    Differences between hedge funds and mutual funds are that

    A.

    Hedge funds are only subject to minimal regulation.

    B.

    Hedge funds are typically open only to wealthy or institutional investors.

    C.

    Hedge funds managers can pursue strategies not available to mutual funds such as short selling, heavy use of derivatives, and leverage.

    D.

    All of the above

    Question # 3

    Section B (2 Mark)

    How much should you pay for a share of stock that offers a constant growth rate of 10%, requires a 16% rate of return, and is expected to sell for Rs50 one year from now?

    A.

    Rs. 42.00

    B.

    Rs. 45.00

    C.

    Rs. 45.45

    D.

    Rs. 47.00

    Question # 4

    Section C (4 Mark)

    The following parameters are available for four mutual funds:

    Calculate Treynor’s performance index for each of the funds on the assumption that r=6% where r stands for the risk – free interest rate.

    A.

    6, 2.5, 1.43, 0

    B.

    7, 2.5, 2.43, 4

    C.

    5, 2.5, 1.43, 5

    D.

    6, 2.5, 1.43, 2

    Question # 5

    Section B (2 Mark)

    In regard to moving averages, it is considered to be a ____________ signal when market price breaks through the moving average from ____________.

    A.

    Bullish: below

    B.

    Bearish; above

    C.

    Bullish above

    D.

    A and B

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