GAFM-CWM Exam Information and Outline
Certified Wealth Manager (CWM)
Syllabus Update Checked on: November 9, 2026
GAFM-CWM Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official GAFM-CWM 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)
- Wealth Management Process
- Client discovery and planning cycle
- Client Profiling and Financial Planning
- Goals and risk profiling
- Investment Planning and Portfolio Management
- Asset allocation and rebalancing
- Retirement Planning
- Retirement income strategies
- Tax and Estate Planning
- Tax efficiency and succession
- Insurance and Risk Management
- Protection planning
- Ethics and Regulation
- Fiduciary standards and compliance