Alternative Investments in Wealth Management Training

Learning Outcomes

• Apply knowledge of alternative investment categories to assess their suitability for different client risk profiles and wealth objectives.
• Analyze the role of alternative investments in portfolio diversification, risk management, and return enhancement.
• Evaluate the regulatory and tax implications of alternative investments within the South African financial services environment.
• Implement due diligence processes for selecting and monitoring alternative investment vehicles.
• Demonstrate the ability to construct a balanced portfolio that incorporates alternative assets alongside traditional investments.

Target Audience

This course is designed for financial advisors, wealth managers, investment analysts, and private bankers who advise high-net-worth clients or manage discretionary portfolios. It is also suitable for professionals seeking to expand their expertise beyond traditional asset classes.

Prerequisites

None — open enrollment. However, a basic understanding of financial markets and investment principles is recommended.

Course Outline

Practicals

Overview

Learners will engage in hands-on case studies and simulations to apply the concepts of alternative investments. Practical exercises include fund analysis, portfolio construction, and performance evaluation using real-world data and tools.

Practical Activities

• Practical 1: Due Diligence on a Private Equity Fund — Learners review a sample private equity fund offering memorandum and conduct due diligence on key terms, track record, and strategy. (4h)
• Practical 2: Hedge Fund Strategy Simulation — Using a simulation platform, learners implement a long/short equity strategy and manage a hedge fund portfolio with leverage and derivatives. (4h)
• Practical 3: Real Asset Valuation and Portfolio Allocation — Learners value a commercial property and a commodity ETF using DCF and comparables, then allocate a multi-asset portfolio with real assets. (4h)
• Practical 4: Client Portfolio Construction and Presentation — Learners build a diversified portfolio for a high-net-worth client including alternatives, and present the investment proposal with risk-return analysis. (4h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.