- Exam Code: GLO_CWM_LVL_1
- Exam Name: Chartered Wealth Manager (CWM) Global Examination
- Updated: Sep 01, 2026
- Q & A: 1027 Questions and Answers
Certification vendors revise their exams regularly, and Actual4Dumps revises its GLO_CWM_LVL_1 materials just as often. Your purchase of 1027 practice questions for the AAFM Chartered Wealth Manager (CWM) Global Examination includes 365 days of free updates through 2026 and beyond.
| Certification Vendor: | AAFM India / American Academy of Financial Management (AAFM) |
|---|---|
| Exam Name: | Chartered Wealth Manager (CWM) Global Examination - Foundation Level (Level 1) |
| Exam Number: | GLO_CWM_LVL_1 |
| Available Languages: | English |
| Real Exam Qty: | 85 |
| Exam Price: | INR 9,440 |
| Exam Format: | Multiple Choice Questions (MCQ), Objective Type, No Negative Marking, Online Examination |
| Passing Score: | 50% |
| Exam Duration: | 180 minutes |
| Related Certifications: | Chartered Wealth Manager (CWM) Certification Chartered Wealth Manager (CWM) Level 2 |
| Certificate Validity Period: | Not Specified |
| Sample Questions: | ![]() |
| Exam Way: | Online proctored examination delivered through Pearson VUE test centers globally and approved examination partners. |
| Pre Condition: | Candidates who have passed 12th standard may enroll. Graduation is required to obtain the CWM certification. Level 2 can only be attempted after passing Level 1 under the compulsory pathway. |
| Official Syllabus URL: | https://www.aafmindia.co.in/CWMCertification/Examination.aspx |
| Section | Objectives |
|---|---|
| Topic 1: Technology and Wealth Management | - Modern Wealth Advisory Tools
|
| Topic 2: Introduction to Wealth Management | - Wealth Management Concepts
|
| Topic 3: Financial Markets and Investment Products | - Capital Markets and Investment Instruments
|
| Topic 4: Relationship Management and Advisory Skills | - Client Relationship Development
|
| Topic 5: Personal Financial Planning | - Financial Planning Fundamentals
|
| Topic 6: Advanced Wealth Management Concepts | - Wealth Management Planning Process
|
| Topic 7: Marketing and Business Development | - Financial Services Marketing
|
| Topic 8: Asset Allocation and Portfolio Management | - Portfolio Construction
|
The AAFM Chartered Wealth Manager (CWM) Global Examination is the official AAFM exam that leads to the Chartered Wealth Manager certification at the Foundation / Associate Level level. Passing it validates your skills against AAFM standards and proves your qualification to current and future employers. The credential is also connected with related certifications such as Chartered Wealth Manager (CWM) Level 2, Chartered Wealth Manager (CWM) Certification, so it can serve as a solid step in a broader certification path.
The GLO_CWM_LVL_1 exam has 85 questions in total and must be completed within 180 minutes. That leaves only a narrow time budget per item, so train yourself to flag a difficult question, move on, and circle back later instead of getting stuck. A week or two before your test date, run at least one full timed mock exam in the Actual4Dumps desktop or online test engine under the same 180 minutes limit, and repeat until you can finish with a few minutes left for review.
The passing score for the GLO_CWM_LVL_1 exam is 50%, and the official registration fee is INR 9,440. Keep in mind that a failed attempt is not discounted — retaking the exam means paying the full fee again — so it is wise not to book your seat until your practice scores sit comfortably above the passing mark. Working through the 1027 questions at Actual4Dumps in timed mode is a reliable way to judge when you are truly ready.
AAFM sets the following requirement for the GLO_CWM_LVL_1 exam: Candidates who have passed 12th standard may enroll. Graduation is required to obtain the CWM certification. Level 2 can only be attempted after passing Level 1 under the compulsory pathway.. Eligibility rules can change from time to time, so always confirm the current prerequisites on the official exam page at https://www.aafmindia.co.in/CWMCertification/Examination.aspx before you register.
Yes. Actual4Dumps offers a free PDF demo for the AAFM Chartered Wealth Manager (CWM) Global Examination, so you can review real sample questions and judge the quality before paying anything. After your purchase, you receive 365 days of free updates — whenever the question pool changes, you get the latest version at no cost. Once that period expires, you can extend your update service at a 50% discount from your member zone.
If you take the GLO_CWM_LVL_1 exam within 60 days of your purchase and do not pass, you can apply for a full refund under our 100% Money Back Guarantee. To qualify, submit a scanned copy of your exam enrollment slip together with your official Score Report (PDF) within 2 days after the exam date, and your claim will be processed within 7 days. Note that the guarantee applies only to the corresponding exam: attempts taken within 3 days of purchase, downloaded-but-unused materials, free resources, and expired orders are not eligible, and the candidate name must match the purchaser name. If you would rather not refund, you can exchange the product for two free exam products of equal value while keeping the update service on your original purchase.
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The AAFM Chartered Wealth Manager (CWM) Global Examination is organized into 8 domains. Among the first ones are Marketing and Business Development, Introduction to Wealth Management, Technology and Wealth Management, and the remaining domains cover the rest of the official objectives. For the complete topic breakdown with every subtopic, see the full GLO_CWM_LVL_1 exam outline above on this page.
Question 1
Hedging with commodity futures
A. results when an investor buys a contract
B. occurs when the individual takes delivery
C. reduces the risk of loss
D. is the opposite of selling short
Question 2
Asit an industrialist wants to buy a car presently costing Rs. 10,00,000/- after 5 years. The cost of the car is expected to increase by 10% pea for the first 3 years and by 6% in the remaining years. Asit wants to start a SIP with monthly contributions in HDFC Top 200 Mutual Fund. You as a CWM expect that the fund would give an average CAGR of 12% in the next 5 years. Please advise Asit the monthly SIP amount starting at the beginning of every month for the next 5 years to fulfill his goal of buying the Car he desires.
A. 18311.71
B. 18614.48
C. 1495512
D. 20614.48
Question 3
A ..................... mortgage is a mortgage which does not fully amortize over the term of the note thus leaving a balance due at .................
A. Balloon payment, maturity
B. Simple, transfer
C. Equitable, maturity
D. Reverse, Maturity
Question 4
The employer had purchased a car for Rs. 3,00,000 which was being used for official purposes. After 2 year 6 months of its use, the car is sold to R, the employee, for Rs. 1,20,000. The value of this perquisite shall be
A. Rs. 1,23,000
B. Rs. 72,000
C. Rs. 60,000
D. Nil
Question 5
Omar wants to make a gift of Rs. 10000 in today's terms to his parents at the end of each of next 10 years. If the annual rate of return is 8% and inflation is 3%, what is the value of funds he must have in hand today to meet this need for the 10 year period?
A. 77766
B. 81541
C. 82713
D. 76251
Solutions:
| Question 1 Answer: C | Question 2 Answer: B | Question 3 Answer: A | Question 4 Answer: B | Question 5 Answer: A |
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