Examination

The CWM™ Exam is a challenging test covering the major disciplines of wealth management..

cwm-capability-frameworkThe CWM™ Exam is a 3-hour pencil and paper based test. Public examinations are offered in English in June and December of each year. CWM™ Institute manages all examinations in Asia Pacific exclusively while AAFM manages examinations outside Asia Pacific.

The exam questions are selected by the board of standards committee from a pool of questions which are contributed by invited CWM™ all over the world.

Candidates are required to obtain passing score in all five modules to get chartered . Passing score will be announced together with the exam results 45 days after the exam day. Candidates will be informed via email for their examination result with an examiner report. Failed candidates are allowed to re-exam in 2 years without taking the authorized program again.

Module Subject Weighting
Module 1 Update on global wealth management 10%
Module 2 Global investment strategies and wealth products 30%
Module 3 Global wealth and portfolio management strategies 35%
Module 4 Risk management and wealth planning strategies 15%
Module 5 Client advisory and relationship management skills 10%