AAFM CWM_LEVEL_2 Chartered Wealth Manager (CWM) Certification Level II Examination Online Training
AAFM CWM_LEVEL_2 Online Training
The questions for CWM_LEVEL_2 were last updated at Oct 18,2025.
- Exam Code: CWM_LEVEL_2
- Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
- Certification Provider: AAFM
- Latest update: Oct 18,2025
Section C (4 Mark)
Read the senario and answer to the question.
Mr. Bhatia is interested to invest in a mutual fund SIP account and expecting which will grow by atleast 12% for Neena’s education need. Calculate how much he has to deposit per month?
- A . Rs. 12,952
- B . Rs. 14,956
- C . Rs. 15,913
- D . Rs. 16,946
Section A (1 Mark)
Response of listening falls under which one of the following categories?
- A . It can be verbal
- B . It can be nonverbal
- C . It can be verbal or nonverbal
- D . It can neither be verbal nor nonverbal
Section C (4 Mark)
Read the senario and answer to the question.
Mr. Bhatia owns a Maruti Wagonr with a monthly EMI of Rs. 6,312. The above loan will be completely repaid by August 2008. Mr. Bhatia planning to purchase a new car worth of Rs. 15 lakh. For this he has to take a full value loan of the car with 9% interest for 5 years. But his present car is in good condition and life of this car is approximately another 5 years repairs and maintenance cost are minimum. If he postpones his car purchasing plan now and deposit the same EMI outflow required for new car into an SIP with a minimum 15% yield for the next five years, then calculate the fund he can accumulate?
- A . Rs. 23.66 lacs
- B . Rs. 27.58 lacs
- C . Rs. 23.49 lacs
- D . Rs. 30.47 lacs
Section B (2 Mark)
Which of the following is an inferential data (i.e. data which may not be correctly obtained by simply asking a direct question)?
- A . Time Horizon
- B . Risk appetite
- C . Current Income
- D . Future income requirement
Section A (1 Mark)
If a portfolio manager consistently obtains a high Sharpe measure, the manager’s forecasting ability __________.
- A . is above average
- B . is average
- C . is below average
- D . None of the Above
Section C (4 Mark)
To fulfil the Educational Qualification to be registered as an Investment Advisor under the SEBI Investment Advisor Regulations 2013.
The applicant must:
- A . Both I and IV
- B . Both II and III
- C . Either of I or II and Either of III or IV
- D . All I, II, III and IV
Section B (2 Mark)
The following parameters are available for two mutual funds:
Calculate Treynor’s performance index for Fund A & Fund B respectively
- A . 8, 1.66
- B . 10, 3.33
- C . 9, 2.50
- D . 18, 4.25
Section C (4 Mark)
Read the senario and answer to the question.
If Mahesh has the option of 3 funds whose details are as below, find Jensen’s index for fund A, Treynor index for fund B and Sharpe index for the market
- A . 0.7%; 2.2; 0.1764
- B . 0.5%; 2.2; 0.1764
- C . 1%; 2.2; 0.5
- D . 1%; 2.2; 0.8
Section A (1 Mark)
_____________allow investors to increase diversification in direct real estate holdings by investing in groups of real estate projects.
- A . Lease / Tenancy Agreement
- B . Aggregation Vehicles
- C . High and Best Use of Property
- D . Leveraged Equity Position
Section B (2 Mark)
Calculate the NOI for an office building with the following information:
- A . Rs. 1,73,500
- B . Rs. 1, 91,000
- C . Rs. 1,93,500
- D . Rs. 2,11,000
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