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| Section | Weight | Objectives |
|---|---|---|
| Real Estate Valuation and Analysis | - Real estate investment analysis
| |
| Level 1 Foundation Topics | 20% of Level 2 examination | - Foundational wealth management knowledge
|
| Portfolio Management Strategies | - Portfolio construction and management
| |
| International Tax and Trust Planning | - Cross-border wealth and estate planning
| |
| Behavioral Finance in Wealth Management | - Investor psychology and decision-making
| |
| Equity Analysis | - Equity valuation and analysis
| |
| Alternative Investment Products in Wealth Management | - Alternative asset classes
| |
| Wealth Management Planning | - Integrated financial planning
| |
| Loan and Debt Management | - Credit and debt planning
| |
| Advanced Wealth Management | - Comprehensive wealth management practice
| |
| Relationship Management by a Wealth Manager | - Client relationship management
|
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