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The CWM Global Exam (GLO_CWM_LVL_1) is designed to certify professionals in advanced wealth management, investment strategies, and financial planning. It's offered by the AAFM (American Academy of Financial Management).
The exam is conducted by AAFM, a globally recognized body specializing in financial certifications.
Absolutely! The CWM is a globally accepted credential for wealth management professionals and is recognized in over 150 countries.
This is the Level 1 of the Chartered Wealth Manager certification pathway, focusing on core wealth management principles.
Financial planners, wealth advisors, investment professionals, and banking executives aiming to enhance their global credibility should consider it.
It’s a multiple-choice exam typically comprising 100 questions that need to be completed in 2 to 2.5 hours.
The exam is offered both online and at authorized test centers.
You usually need to score at least 70% to pass, but this may vary slightly by region or exam window.
Topics include financial planning, investment strategies, risk management, and global taxation principles.
Yes. You typically need a bachelor's degree or equivalent work experience in finance or a related field.
Yes, a government-issued photo ID is required for identity verification before taking the exam.
You can use a basic financial calculator, but books or notes are not allowed.
The exam is offered several times a year depending on the testing location and mode (online or in-person).
No worries! You can retake the exam. AAFM allows multiple retakes with a waiting period in between.
There’s no strict limit, but repeated attempts may require additional fees and a waiting period of 30–60 days.
Yes, you’ll need to pay a re-exam fee each time you retake it.
Chartered Wealth Manager (CWM) Certification Level II Examination
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TESTED 13 Sep 2025
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