GAFM-RWM Exam Information and Outline
Registered Wealth Manager (RWM)
Syllabus Update Checked on: October 30, 2026
GAFM-RWM Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official GAFM-RWM 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
- Wealth management process
- Investment Planning
- Asset allocation and products
- Retirement
- Retirement planning
- Tax Planning
- Tax-efficient investing
- Estate Planning
- Succession and trusts
- Risk Management
- Insurance and protection
- Client Relations and Ethics
- Client service and compliance