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Reference: https://www.aafmindia.co.in/CWMCertification/Examination.aspx
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| Section | Objectives |
|---|---|
| Financial Markets and Instruments | - Derivatives and Structured Products - Equity and Fixed Income Markets |
| Wealth and Asset Management Strategies | - Asset Allocation Strategies - Portfolio Diversification Techniques |
| Ethics and Professional Standards | - Code of Conduct in Wealth Management |
| Financial Planning and Advisory | - Tax Planning Fundamentals - Retirement and Estate Planning |
| Advanced Wealth Management Principles | - Risk and Return Analysis - Investment Planning and Portfolio Construction |
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