Exam: | CWM_LEVEL_2 | ||
Exam Name: | AAFM Chartered Wealth Manager (CWM) Certification Level II Examination Exam | ||
Certification(s): | Chartered Wealth Manager | ||
Questions: | 1259 Questions Answers | ||
Last Updated: | Dec 15,2024 | ||
Price: | Was: $85 Today: $59 |
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Main points of AAFM CWM_LEVEL_2 Test
The AAFM CWM_LEVEL_2 Exam is a comprehensive assessment of a candidate's knowledge and skills in the field of wealth management. The exam is designed to test a candidate's ability to:
- Apply financial planning principles to complex client situations
- Develop and implement investment strategies that meet client objectives
- Manage client portfolios effectively
- Communicate effectively with clients and other professionals
The exam is divided into two sections:
- Section I covers the fundamentals of financial planning, including asset allocation, risk management, and retirement planning.
- Section II covers more advanced topics, such as portfolio management, estate planning, and taxation.
The exam is scored on a scale of 0 to 100, with a passing score of 70. Candidates have three hours to complete the exam.
The main points of the AAFM CWM_LEVEL_2 Exam are as follows:
- The exam is comprehensive and covers a wide range of topics in the field of wealth management.
- The exam is challenging and requires a strong understanding of financial planning principles.
- The exam is scored on a scale of 0 to 100, with a passing score of 70.
- Candidates have three hours to complete the exam.
For more information on the AAFM CWM_LEVEL_2 Exam, please visit the AAFM website.
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