Programmes & Products
Unit Weightage and Exam PatternSend Inquiry | Register
CWM® Level I (Foundation Level)
| Unit Number |
Unit Name |
1 Marks |
2 Marks |
4 Marks |
Total Questions |
Total Marks |
| Unit 1 | Overview of Indian and Global Financial System | 3 | 1 | 0 | 4 | 5 |
| Unit 2 | Concept of Wealth Management | 3 | 2 | 2 | 7 | 15 |
| Unit 3 | Life Cycle Management | 2 | 2 | 1 | 5 | 10 |
| Unit 4 | Measuring Investment Returns in Wealth Management | 3 | 2 | 2 | 7 | 15 |
| Unit 5 | Investment Vehicles of Wealth Management | 4 | 1 | 1 | 6 | 10 |
| Unit 6 | Indian Tax Laws | 3 | 2 | 2 | 7 | 15 |
| Unit 7 | Managing Investment Risk in Wealth Management | 2 | 2 | 1 | 5 | 10 |
| Unit 8 | Legalities in Wealth Management | 3 | 1 | 0 | 4 | 5 |
| Unit 9 | Role of Wealth Management in Banking | 3 | 1 | 0 | 4 | 5 |
| Unit 10 | Intergenerational Wealth Transfer & Tax Planning | 4 | 1 | 1 | 6 | 10 |
| Total | 30 | 15 | 10 | 55 | 100 | |
| Duration | 115 Minutes | |||||
| Passing Percentage | 50.00% | |||||
| No Negative Marking | ||||||
CWM® Level II (Advanced Level)
| Unit Number |
Unit Name |
1 Marks |
2 Marks |
4 Marks |
Total Questions |
Total Marks |
| Unit 1 | Equity Analysis | 3 | 2 | 3 | 8 | 19 |
| Unit 2 | Use of Alternative Products in Wealth Management | 4 | 3 | 2 | 9 | 18 |
| Unit 3 | Use of Behavioural Finance in Wealth Management | 4 | 2 | 1 | 7 | 12 |
| Unit 4 | Real Estate Valuation and Analysis | 3 | 2 | 0 | 5 | 7 |
| Unit 5 | Loan & Debt Management | 4 | 1 | 0 | 5 | 6 |
| Unit 6 | Portfolio Management Strategies | 3 | 3 | 1 | 7 | 13 |
| Unit 7 | Relationship Management by a Wealth Manager | 3 | 5 | 0 | 8 | 13 |
| Unit 8 | International Taxation and Trust Planning | 2 | 4 | 1 | 7 | 14 |
| Unit 9 | Wealth Management Planning | 4 | 2 | 0 | 6 | 8 |
| Unit 10 | Advanced Wealth Management | 0 | 0 | 5 | 5 | 20 |
| Level I | Level 1 (Unit 1 to 10) | 10 | 6 | 2 | 18 | 30 |
| Total | 40 | 30 | 15 | 85 | 150 | |
| Duration | 175 Minutes | |||||
| Passing Percentage | 50.00% | |||||
| No Negative Marking | ||||||