Latest PDF of CWM_LEVEL_II: Chartered Wealth Manager (CWM) Certification Level II

Chartered Wealth Manager (CWM) Certification Level II Practice Test

CWM_LEVEL_II exam Format | Course Contents | Course Outline | exam Syllabus | exam Objectives

The objective of the Chartered Wealth Manager® Program is to equip candidates with both basic and advanced skills required by a Wealth Manager in performing his tasks and duties as a Wealth Manager, Private Banker and Wealth Advisor.

a. Acquiring core understandings in and across the disciplines that contribute to the domain of Wealth Management including Wealth Creation, Wealth Enhancement, Wealth Preservation and Wealth Transfer.
b. Relating these conceptual frameworks to dimensions of practical areas on the ground.
c. Providing candidates with opportunities to encounter and critically engage with instances of both challenging problems and attempted interventions by a Wealth Manager.
d. Engage with the complex financial markets, human attitudes and investment lifecycles.
e. Explore the ethical and personal dimensions of Wealth Advisory and understand the fiduciary responsibilities of a Wealth Manager.

UNIT 10 : Equity Analysis
UNIT 11 : Use of Alternative Products in Wealth Management
UNIT 12 : Use of Behavioral Finance in Wealth Management
UNIT 13 : Real Estate Valuation and Analysis
UNIT 14 : Relationship Management by a Wealth Manager
UNIT 15 : International Taxation
UNIT 16 : Portfolio Management Strategies
UNIT 17 : Wealth Management Planning
UNIT 18 : Advanced Wealth Management

LEVEL II – Advanced Level
-------------------------
Unit 10- Equity Analysis
Equity as an asset class always features as the first choice in almost every portfolio. Considering the importance Equity possesses in investment management space this unit would focus at enabling the investment professional understand the various aspects of Equity including Equity Analysis by Technical & Fundamental Methods. The unit would help the investment professional in analysing the equity and its related products in a comprehensive & holistic manner. The unit would enhance the knowledge of the wealth manager regarding this premier asset class so that they can comprehensively advise clients on equity investments in conjunction with risk and return parameters.

Unit 11- Use of Alternative Products in Wealth Management
This course aims at explaining and discussing the importance of alternative assets in a client’s portfolio. As the market for Alternatives is growing rapidly we would try to focus on how inclusion of alternate assets has affected the risk and return composition of global clients. The unit would also focus on studying the various alternate channels of investment and their applicability globally.

Unit 12- Use of Behavioral Finance in Wealth Management
This unit is focused on behavioral and psychological factors which influences the investment decision making of a client. This unit would further exemplify how the client behavior changes to different situations prevailing in the financial markets which would help a wealth manager in evaluating how to handle and manage the client’s responses. The unit would also include case studies covering the behavioral biases shown by the clients and how a wealth can approach and mitigate the same.

Unit 13- Real Estate Valuation and Analysis
The purpose of the unit is to make an investment professional gain an understanding of the economic forces that drive Real Estate asset and how the niche characteristics of real estate can provide an excellent fitment in a client’s portfolio. The unit would encompass the concepts, tools, and techniques for evaluating individual real estate assets. The Unit would also feature the different mechanisms through which a wealth manager can guide his client with respect to this asset class-Direct and Indirect.

Unit 14- Relationship Management by a Wealth Manager
Relationship management is the back-bone of wealth management business so the concept of Customer relationship management (CRM) is widely implemented by wealth management business outfits for managing relationship and interactions with customers, clients and sales prospects. The unit discusses techniques to find, attract, and win new clients, nurture and retain those the wealth manager already has, entice former clients back into the fold, and reduce the costs of marketing and client service.

Unit 15- International Taxation
The unit would help the financial market and investment management professional in assessing the applicability of various taxation aspects for an individual investor before deciding on the portfolio allocation of the client in the international space. The unit would cover the tax structures in few of the prominent investment zones across the globe like US, UK, Singapore and Mauritius. The latter part of the unit would make an investment professional understand in requisite detail the implications of Tax treaties, cross border taxation and on creating tax efficient structures for tax planning in multiple jurisdictions.

Unit 16- Portfolio Management Strategies
The unit would serve as a foundation for understanding of Portfolio Management process of an individual. This unit would cover the fundamental concepts of risk and return and their application in the context of overall portfolio of a client which would help the wealth manager in making efficient asset allocation with respect to client’s risk and return objectives. This endeavor of the unit would be to guide the investment professional in drafting the Investment Policy Statement which is one of the most important tool of investment advisory arena. The latter part of the book would feature the various portfolio managing strategies both for Equity as well as Debt.

Unit 17- Wealth Management Planning
This unit covers the different aspects of managing and planning wealth management business across the globe. It focuses on analyzing and studying the various key profitability drivers like Clients, Products, Distribution and Organization of any wealth management business and how each of the drivers can impact the efficiency of the business. The unit would also feature the wealth management landscape globally in different markets and with specific focus on different business models.

Unit 18- Advanced Wealth Management
This unit builds upon the foundations in Wealth Management concepts covered under CWM® Program. The unit would provide an excellent platform to the wealth manager for constructing a comprehensive Wealth Plan for his client with specific focus on each of the 6 steps of the wealth management process covered in Level 1. This unit would make the investment professional understand the application of the each of the earlier units through different enriching live case studies. The unit would also provide handful tools drafted by AAFM (Performa for Portfolio Review) which can be used by an investment professional right from the start till the end of the wealth management process.

100% Money Back Pass Guarantee

CWM_LEVEL_II PDF trial Questions

CWM_LEVEL_II trial Questions

CWM_LEVEL_II Dumps CWM_LEVEL_II Braindumps CWM_LEVEL_II braindump questions CWM_LEVEL_II practice test CWM_LEVEL_II genuine Questions
killexams.com
AAFM
CWM_LEVEL_II
Chartered Wealth Manager (CWM) Certification Level II
https://killexams.com/pass4sure/exam-detail/CWM_LEVEL_II
Question: 90
Section B (2 Mark)
Mr. Manish purchased a residential house for Rs.3 lakh on 1-4-1972. Its market value on 1-4-1981 was, however, Rs.12 lakh. He sells the house during the financial year 2011-12 for Rs.98 lakh. Calculate the taxable long term capital gain. [CII-12-13: 852,11-12: 785,10-11:711]
A . Rs. 12,90,000/-
B . Rs. 10,90,000/-
C . Rs. 3,80,000/-
D . Rs. 7,10,000/-
Answer: C Question: 91 Section A (1 Mark)
A well-diversified portfolio is defined as
A . One that is diversified over a large enough number of securities that the nonsystematic variance is essentially zero. B . One that contains securities from at least three different industry sectors.
C . A portfolio whose factor beta equals 1.0. D . A portfolio that is equally weighted.
Answer: A Question: 92 Section A (1 Mark)
Which of the following is true regarding the resistance level? A . It tends to develop due to profit taking.
B . It is the level at which a significant decrease in demand is expected. C . It is the level at which a significant increase in supply is expected. D . It usually develops after a stock reaches a new low.
Answer: C
Question: 93
Section A (1 Mark)
The difference between the cash price and the futures price on the same asset or commodity is known as the A . Basis
B . Spread
C . Yield spread D . Premium
Answer: B Question: 94 Section B (2 Mark)
Amount of liability of payment of gratuity is calculated at the rate of A . One month�s wage for each completed year of service
B . 20days wages for each completed year of service
C . Half a month�s wage for each completed year of service D . 15 day�s wage for each completed year of service
Answer: D Question: 95 Section B (2 Mark)
Manish is thinking of acquiring some shares of ABC. Ltd. The rate of returns is as follows:
Calculate the variance and the standard deviation A . 16, 8
B . 8, 16
C . 7.4, 54.3
D . 35.04, 5.92
Answer: D Question: 96 Section A (1 Mark)
Response of listening falls under which one of the following categories? A . It can be verbal
B . It can be nonverbal
C . It can be verbal or nonverbal
D . It can neither be verbal nor nonverbal
Answer: C Question: 97 Section B (2 Mark)
You have been asked to estimate the market value of an apartment complex that is producing annual net operating income of Rs44,500. Four highly similar and competitive apartment properties within two blocks of the subject property have sold in the past three months. All four offer essentially the same amenities and services as the subject. All were open-market transactions with similar terms of sale. All were financed with 30-year fixed-rate mortgages using 70 percent debt and 30 percent equity.
The sale prices and estimated first-year net operating incomes were as follows:
What is the indicated value of the property using direct capitalization? A . Rs 3,30,000
B . Rs 3,90,351 C . Rs3,75,000 D . Rs 3,57,000
Answer: B Question: 98 Section A (1 Mark)
The first step of portfolio management is: A . To assess market conditions.
B . To determine objectives, constraints and preferences. C . To develop strategies and implement them.
D . To adjust the portfolio as necessary.
Answer: B Question: 99 Section A (1 Mark)
Which of the followings are the important features of Real estate Investment? A . Property rights
B . Time horizon
C . Geographic Area D . All of the above
Answer: D Question: 100 Section B (2 Mark)
The is a plot of .
A . CML, individual stocks and efficient portfolios
B . CML and both efficient and inefficient portfolios, only C . SML and individual securities and efficient portfolios
D . SML and individual securities, inefficient portfolios, and efficient portfolios.
Answer: C

Killexams VCE exam Simulator 3.0.9

Download Killexams-Exam-Simulator-3.0.9.rar

Killexams has introduced Online Test Engine (OTE) that supports iPhone, iPad, Android, Windows and Mac. CWM_LEVEL_II Online Testing system will helps you to study and practice using any device. Our OTE provide all features to help you memorize and practice test Dumps while you are travelling or visiting somewhere. It is best to Practice CWM_LEVEL_II exam Questions so that you can answer all the questions asked in test center. Our Test Engine uses Questions and Answers from genuine Chartered Wealth Manager (CWM) Certification Level II exam.

Killexams Online Test Engine Test Screen

Killexams Online Test Engine Progress Chart

Killexams Online Test Engine Test History Graph

Killexams Online Test Engine Performance History

Killexams Online Test Engine Result Details

Online Test Engine maintains performance records, performance graphs, explanations and references (if provided). Automated test preparation makes much easy to cover complete pool of questions in fastest way possible. CWM_LEVEL_II Test Engine is updated on daily basis.

Killexams CWM_LEVEL_II Exam Questions with Free Practice Test

Killexams.com takes pride in assisting candidates to pass the CWM_LEVEL_II test on their first attempt. Our team of experts continually updates CWM_LEVEL_II Real exam Questions by adding the latest genuine test questions and answers, providing applicants with tips and tricks to tackle CWM_LEVEL_II questions and practice with Chartered Wealth Manager (CWM) Certification Level II Latest Questions.

Latest 2025 Updated CWM_LEVEL_II Real exam Questions

The internet is filled with suppliers of CWM_LEVEL_II exam material, but the majority of them sell outdated and invalid braindumps. To avoid wasting time and money, it is important to find a legit, valid, and up-to-date provider. Killexams.com is a trusted source that offers 100% free CWM_LEVEL_II trial questions. After trying them out, you can register for a 3-month account to obtain the latest and valid CWM_LEVEL_II exam material that contains genuine exam questions and answers. Additionally, Killexams.com provides an CWM_LEVEL_II VCE exam simulator for practice tests. Preparing for the AAFM CWM_LEVEL_II exam solely with textbooks or free materials available on the internet may not be enough. The real CWM_LEVEL_II exam has tricky questions that can cause candidates to fail. Killexams.com addresses this issue by collecting genuine CWM_LEVEL_II exam questions in the form of PDFs and VCE exam simulators. You can obtain 100% free CWM_LEVEL_II trial questions before registering for the full version of CWM_LEVEL_II exam material. Killexams.com offers high-quality content that is sure to please. You can copy the CWM_LEVEL_II exam PDFs to any device, such as an iPad, iPhone, laptop, smart TV, or Android device, and study the CWM_LEVEL_II exam material anywhere, even while on vacation or traveling. This will save you time, and you will have more time to study the CWM_LEVEL_II exam material. Practice CWM_LEVEL_II exam material with the VCE exam simulator until you get a 100% score. Once you feel confident, you can go straight to the Test Center for the real CWM_LEVEL_II exam.

Killexams Review | Reputation | Testimonials | Customer Feedback

I am thrilled to have scored 90% on my CWM_LEVEL_II exam thanks to killexams.com's online test simulator and study material. I was initially unsure about the accuracy of the material but was pleasantly surprised by how well prepared I felt after taking the test.
Shahid nazir [2025-5-15]

I owe my achievement in passing the CWM_LEVEL_II exam to killexams.com. All the questions on the exam desk were from their guide, making it the true helper for me on the exam bench. This observation stuff perfectly guided me for trying CWM_LEVEL_II exam questions and ensured my 100% accomplishment in the exam.
Richard [2025-5-10]

I just passed my CWM_LEVEL_II exam with amazing marks thanks to killexams.com. The questions were valid and correct, and I'm glad I subscribed to their services.
Martha nods [2025-5-12]

More CWM_LEVEL_II testimonials...

CWM_LEVEL_II Exam

User: Sergei*****

My browsing on the internet brought me to killexams.com right before my CWM_LEVEL_II exam, and it turned out to be the best thing that happened to me. It helped me pass the exam and perform exceptionally well.

User: Tatia*****

I received several questions every day from a killexams.com representative and managed to achieve an amazing score of 88% in my CWM_LEVEL_II exam. My partner recommended that I use the practice questions from killexams.com for quick reference, and it proved to be helpful in covering all the necessary material. I plan to use killexams.com for all my future exams.

User: Stassia*****

If you are searching for a dependable CWM_LEVEL_II practice test and desire to understand the tests nuances, look no further than Killexams.com. Their exam engine is excellent, and the education I received from their study materials was unparalleled. The course content and practice questions were tremendously helpful.

User: Raphaël*****

I highly recommend killexams.com to all students who plan to take the CWM_LEVEL_II exam. This exam preparation is better than any book, as it provides authentic questions that are similar to those you will face in the genuine exam. The questions are relevant and informative, without any unnecessary or irrelevant content. My friends and I had an excellent experience with Killexams, and we are confident in recommending it to our peers.

User: Cyril*****

I achieved Excellent Marks in my CWM_LEVEL_II exam, and I have to credit my success to Killexams.com. Every time I registered with them, my scores improved. It is fantastic to have the support of Killexams.com query economic institution for these types of tests. Thank you to everyone involved.

CWM_LEVEL_II Exam

Question: What do you mean by CWM_LEVEL_II genuine questions?
Answer: CWM_LEVEL_II practice test mean exam Dumps that provide to-the-point knowledge of exam questions rather than going through big CWM_LEVEL_II course books and contents. CWM_LEVEL_II practice test contain genuine questions and answers. By reading and understanding the complete dumps collection greatly improves your knowledge about the core syllabus of the exam. It also covers the latest syllabus. These exam questions are taken from genuine exam sources, that's why these exam questions are sufficient to read and pass the exam. Although you can use other sources also for improvement of knowledge like textbooks and other aid material these questions are sufficient to pass the exam.

Question: Precisely same questions in genuine CWM_LEVEL_II exam, Is it possible?
Answer: Yes, It is possible and it is happening in the case of these CWM_LEVEL_II exam questions. They are taken from genuine exam sources, that's why these CWM_LEVEL_II exam questions are sufficient to read and pass the exam. Although you can use other sources also for improvement of knowledge like textbooks and other aid material these CWM_LEVEL_II questions are sufficient to pass the exam.

Question: CWM_LEVEL_II exam questions are changed, where am I able to locate new questions and answers?
Answer: Killexams keep on checking update and change/update the CWM_LEVEL_II exam Dumps accordingly. You will receive an update notification to re-download the CWM_LEVEL_II exam files. You can then login to your MyAccount and obtain the exam files accordingly.

Question: Is there an CWM_LEVEL_II exam new syllabus available?
Answer: Yes, Killexams provide CWM_LEVEL_II dumps collection of the new syllabus. You need the latest CWM_LEVEL_II questions of the new syllabus to pass the CWM_LEVEL_II exam. These latest CWM_LEVEL_II test prep are taken from real CWM_LEVEL_II exam question bank, that's why these CWM_LEVEL_II exam questions are sufficient to read and pass the exam. Although you can use other sources also for improvement of knowledge like textbooks and other aid material these CWM_LEVEL_II questions are sufficient to pass the exam.

Question: There are several websites providing CWM_LEVEL_II dumps, which I should select?
Answer: Killexams.com is the best place to get updated CWM_LEVEL_II questions questions. These CWM_LEVEL_II questions work in the genuine test. You will pass your exam with these CWM_LEVEL_II test prep. If you give some time to study, you can prepare for an exam with much boost in your knowledge. We recommend spending as much time as you can to study and practice CWM_LEVEL_II practice test until you are sure that you can answer all the questions that will be asked in the genuine CWM_LEVEL_II exam. For this, you should visit killexams.com and register to obtain the complete dumps collection of CWM_LEVEL_II exam test prep. These CWM_LEVEL_II exam questions are taken from genuine exam sources, that's why these CWM_LEVEL_II exam questions are sufficient to read and pass the exam. Although you can use other sources also for improvement of knowledge like textbooks and other aid material these CWM_LEVEL_II questions are sufficient to pass the exam.

References

Frequently Asked Questions about Killexams Practice Tests

Does Killexams guarantees its contents will help me at all?
Yes, killexams guarantees your success with up-to-date and valid CWM_LEVEL_II exam brainpractice questions and a VCE exam simulator for practice. These Dumps will help you pass your exam with good marks.

Does killexams support paypal?
Killexams provide several payment methods including PayPal, all type of credit cards, debit cards, bank transfer, and pay orders. You can see a complete list of payment methods at https://killexams.com/payment-methods

I do not see CWM_LEVEL_II exam simulator in my obtain section, why?
Sometimes, you forget to include exam Simulator in your order. If you are sure that you included the exam simulator in your order, write an email to support or contact via live chat and provide your order number. There is usually a difference of $10 additional to the PDF for the exam simulator.

Is Killexams.com Legit?

Certainly, Killexams is practically legit as well as fully reliable. There are several functions that makes killexams.com unique and legit. It provides up to date and totally valid real qeustions including real exams questions and answers. Price is small as compared to almost all of the services on internet. The Dumps are current on standard basis together with most recent brain dumps. Killexams account method and product or service delivery is really fast. File downloading is certainly unlimited and also fast. Service is available via Livechat and E-mail. These are the characteristics that makes killexams.com a sturdy website that include real qeustions with real exams questions.

Other Sources

Which is the best testprep site of 2025?

There are several Dumps provider in the market claiming that they provide Real exam Questions, Braindumps, Practice Tests, Study Guides, cheat sheet and many other names, but most of them are re-sellers that do not update their contents frequently. Killexams.com is best website of Year 2025 that understands the issue candidates face when they spend their time studying obsolete contents taken from free pdf obtain sites or reseller sites. That is why killexams update exam Dumps with the same frequency as they are updated in Real Test. Testprep provided by killexams.com are Reliable, Up-to-date and validated by Certified Professionals. They maintain dumps collection of valid Questions that is kept up-to-date by checking update on daily basis.

If you want to Pass your exam Fast with improvement in your knowledge about latest course contents and topics, We recommend to obtain PDF exam Questions from killexams.com and get ready for genuine exam. When you feel that you should register for Premium Version, Just choose visit killexams.com and register, you will receive your Username/Password in your Email within 5 to 10 minutes. All the future updates and changes in Dumps will be provided in your obtain Account. You can obtain Premium exam questions files as many times as you want, There is no limit.

Killexams.com has provided VCE practice test Software to Practice your exam by Taking Test Frequently. It asks the Real exam Questions and Marks Your Progress. You can take test as many times as you want. There is no limit. It will make your test prep very fast and effective. When you start getting 100% Marks with complete Pool of Questions, you will be ready to take genuine Test. Go register for Test in Test Center and Enjoy your Success.

100% Money Back Pass Guarantee

Back to List

Social Profiles

Chartered Wealth Manager (CWM) Certification Level II Practice Test

CWM_LEVEL_II exam Format | Course Contents | Course Outline | exam Syllabus | exam Objectives

100% Money Back Pass Guarantee

CWM_LEVEL_II PDF trial Questions

CWM_LEVEL_II trial Questions

Killexams VCE exam Simulator 3.0.9

Killexams CWM_LEVEL_II Exam Questions with Free Practice Test

Latest 2025 Updated CWM_LEVEL_II Real exam Questions

Tags

Killexams Review | Reputation | Testimonials | Customer Feedback

CWM_LEVEL_II Exam

CWM_LEVEL_II Exam

References

Frequently Asked Questions about Killexams Practice Tests

Is Killexams.com Legit?

Other Sources

Which is the best testprep site of 2025?

Important Links for best testprep material

100% Money Back Pass Guarantee

Social Profiles