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: 29-Apr-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 |
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