GAFM-CCRM Exam Information and Outline
Certified Client Relationship Manager (CCRM)
Syllabus Update Checked on: October 30, 2026
GAFM-CCRM Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official GAFM-CCRM exam objectives. This course outline serves as your roadmap.
The information below reflects the 2026 syllabus defined by
GAFM.
Below are complete topics detail with latest syllabus and course outline, that will help you good knowledge about exam objectives and topics that you have to prepare. These contents are covered in questions and answers pool of exam.
- Exam Format
- Online multiple-choice certification examination following the GAFM Accredited Certification Training Program (ACTP)
- Client Relationship Management Fundamentals
- Relationship lifecycle and value
- Client-centric culture
- Client Acquisition and Onboarding
- Prospecting, qualification, KYC onboarding
- Needs Analysis and Solution Selling
- Discovery questions
- Tailoring solutions
- Client Retention and Loyalty
- Satisfaction measurement
- Service recovery
- Account Planning and Portfolio Management
- Segmentation, account plans and wallet share
- CRM Systems and Data
- Pipeline management and analytics
- Ethics, Compliance and Client Communication
- Conflicts of interest, confidentiality