AAFM GLO_CWM_LVL_1 Exam Prep
Chartered Wealth Manager (CWM) Global Examination (Page 38 )

• Create Power Query parameters for the Azure SQL server/database—or at least the database name.
• Use the parameter in the PBIX connection.
• Publish the same PBIX separately to the relevant development, test, and production workspaces.
• Set each dataset’s parameter value in the Power BI service so it points to the corresponding Azure SQL database.

• Development dataset ? DevelopmentDB
• Test dataset ? TestDB
• Production dataset ? ProductionDB

• The same PBIX is used for every lifecycle stage.
• Each stage consumes data from its matching database.
• Deployment pipelines are not required.
• Azure SQL is a cloud source, so gateway administration is generally avoided.
• Only the parameter value differs between published datasets, reducing maintenance.

• Which Security policy matches
• Which NAT rule/translation is selected
• Which PBF rule applies
• Which route is used

text 
test security-policy-match ... 
test nat-policy-match ... 
test pbf-policy-match ... 
test routing fib-lookup ...

• Leadership and stakeholder commitment
• Business capability and skills
• Organizational culture
• Availability of resources
• Ability to manage and sustain change
• Impact of the proposed transformation

• How ready the organization is
• Which areas require urgent attention
• How difficult each issue may be to resolve
• Risks that could affect implementation

• A: Places the assessment in Phase B and refers vaguely to creating views; this is not the prescribed technique.
• B: An Implementation Factor Assessment and Deduction Matrix is not the primary TOGAF technique described for business transformation readiness.
• D: A Business Scenario helps identify requirements and stakeholder concerns, but it is not the main technique for assessing organizational readiness.

• staff use the new system;
• transactions and reports are checked;
• problems are corrected;
• feedback is collected.

• Phased changeover: different parts or functions are introduced in stages, often according to a planned sequence.
• Pilot changeover: one representative department, branch or group acts as a test site before wider implementation.
• Parallel changeover: old and new systems operate at the same time.
• Direct changeover: the old system is stopped and the new one starts immediately.

• Increase/decrease the number of epochs: Changes how long training runs, but does not reuse a pre-trained model.
• Unsupervised learning: Trains from unlabeled data and does not specifically address adapting an existing model.

• Correct answer: D – Do not enable default administrative accounts to ensure accountability.

• A – Do not use encryption methods … backups and sensitive information: Encryption helps protect data; not using it increases risk, not reduces insider threats.
• B – Do not allow administrators to use unique accounts during installation: We actually want unique admin accounts, not the opposite.
• C – Do not control the access to administrators and privileged users: Failing to control access directly enables misuse.

• Honeypots: Decoy systems or services designed to attract attackers. Legitimate users should not access them, so activity on a honeypot is a strong indicator of unauthorized activity. Security teams can also observe attacker behavior.

• DNS sinkhole: Redirects requests for known malicious domains to a controlled internal server or blocks them. If an infected workstation attempts to contact command-and-control infrastructure, the sinkhole records the request and helps identify the compromised device.

• Tokenization: Protects sensitive data by replacing it with tokens.
• CI/CD: Automates software development and deployment.
• Threat modeling: Identifies potential risks before or during system design.
• Data obfuscation: Makes data harder to understand, but does not detect intruders.

• View/inspect configuration: Possible.
• Modify the installed application or its S-Controls: Typically restricted in a test-drive org.

• Issuer: Identifies the party issuing a SAML message, commonly the IdP in the SAML assertion. It is not the Salesforce setting used to distinguish Salesforce from other service providers.
• Identity Provider Login URL: Specifies where Salesforce sends users for authentication; it does not identify Salesforce.
• SAML Identity Location: Specifies where the user identity is found in the SAML assertion, such as the subject or an attribute.

• B. The community must be built with the Customer Account Portal template.

• C. An experience ID (expid) or placeholder parameter must be used in the URL.

• A: The Visualforce + Salesforce Tabs template does not provide this dynamic branding capability.
• D: An external CMS is not required. The branding configuration is handled within Salesforce Experience Cloud.

• Authenticating websites with TLS/HTTPS
• Enabling certificate-based VPN authentication
• Signing or encrypting email
• Supporting device or user authentication

• VLAN tagging: Uses network-frame tags, such as 802.1Q; it does not rely on X.509 certificates.
• LDAP: May integrate with PKI in some environments, but X.509 certificates are not most commonly associated with LDAP itself.
• MFA: Certificates can be one authentication factor, but X.509 is fundamentally a PKI technology.

• S3 Lifecycle rules automate actions such as transitioning objects to different storage classes or deleting old objects.
• S3 bucket policies control access permissions; they do not preserve earlier object versions.
• S3 server-side encryption protects data confidentiality by encrypting objects at rest, but it does not prevent deletion or overwriting.

• Accidental deletion or overwriting ? S3 Versioning
• Unauthorized access ? bucket policies and IAM
• Data encryption ? server-side encryption

• 6-phone boxes: 6x
• 8-phone boxes: 8x

• Forecasting lets sales leaders predict revenue for upcoming fiscal periods, compare forecasts with targets, and review performance by salesperson or team.
• Opportunity Stages help determine the likelihood that opportunities will close. Each stage can have a probability, which contributes to forecast calculations.

• Sales Quotes: Used to present pricing or product proposals to customers; they do not provide revenue forecasting.
• Opportunity List View: Helps users filter and view opportunities, but it is not the forecasting tool.

• Azure Resource Manager (ARM) templates define Azure resources in a declarative JSON file.
• You can deploy the same template repeatedly for each business unit, ensuring that identical resources are created consistently.
• Templates reduce manual administrative effort and support repeatable, automated deployments.
• Parameters can customize values such as names, regions, and sizes while keeping the overall resource configuration the same.

• The policy is confidential, and the requester is no longer authorized merely because they used to work for the organization.
• The security professional should not disclose it by email or display it on a device without authorization.
• Using official channels allows the organization’s owner or information custodian to verify:

• Identity provider (IdP): Authenticates users and asserts their identity.
• Service provider (SP): The application being accessed—in this case, Salesforce/the employee portal.
• Identity store: A directory that stores user identities, such as Active Directory.
• Authentication store: A system used to validate credentials.

• netstat: Shows local network connections and listening ports, but not which WAN path carries the traffic.
• nslookup: Resolves domain names to IP addresses.
• ping: Tests reachability and latency but does not show the route.

• Answer: False. Agents and managers CAN create knowledge articles from Community questions.

• Why: In ServiceNow, a Community question can be converted into a Knowledge article using the Create Knowledge (or Convert to Knowledge) action. This allows what customers asked to become a reusable article for others.

• How it works (high level):

• Permissions: This ability depends on having the right roles/permissions (e.g., agents or knowledge managers). If you don’t see the option, check your role assignments or the knowledge-management configuration.

• Quick take: If a question in Community is valuable for others, a trained agent can turn it into a Knowledge article, making it available for self-service.

• A. Tuning system software: This is a corrective action, not an analysis method. Tuning should be based on measured performance data.
• B. User dissatisfaction reports: Useful as an indicator, but subjective and insufficient for diagnosing the cause.
• D. Off-peak utilization and response time: This may hide problems occurring during peak periods. Performance analysis should cover representative or peak workloads.

• The legacy system creates a signed JWT assertion.
• Salesforce validates the assertion using a certificate configured on a Connected App.
• Salesforce issues an access token for the integration user.
• No refresh token is required; the system can request a new access token when needed.

• Web Server Flow: normally uses a client secret and authorization/refresh tokens.
• Username-Password Flow: requires storing Salesforce credentials and is discouraged for integrations where stronger options are available.
• User Agent Flow: intended for user-interactive applications, not unattended server-to-server processing.

• Customize Opportunity Contact Role

• Add the Opportunity Contact Role related list to the Opportunity page layout

• Campaign Member Role relates contacts or leads to campaigns, not opportunities.
• Campaign Member related list would expose campaign participation, not the stakeholders for the opportunity.
• Customize Campaign Role also concerns campaigns.

python 
import azure.cognitiveservices.speech as speechsdk 


speech_config = speechsdk.SpeechConfig( 
    subscription="YOUR_KEY", 
    region="YOUR_REGION" 
)

Important Azure Speech SDK classes

• SpeechConfig

• AudioConfig

python 
  audio_config = speechsdk.audio.AudioConfig( 
      use_default_microphone=True 
  )

• SpeechRecognizer

python 
  recognizer = speechsdk.SpeechRecognizer( 
      speech_config=speech_config, 
      audio_config=audio_config 
  )

• SpeechSynthesizer

• AudioOutputConfig

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