Current Trends in Investment Portfolio Management Training

Learning Outcomes

• Analyze current trends in global and local investment markets and their impact on portfolio management.
• Evaluate the integration of environmental, social, and governance (ESG) factors into investment decision-making.
• Apply behavioral finance concepts to understand and mitigate cognitive biases in portfolio management.
• Assess the role of technology, including robo-advisors and algorithmic trading, in modern portfolio management.
• Demonstrate the ability to construct and rebalance portfolios in response to changing economic conditions.
• Critically discuss regulatory and ethical considerations affecting portfolio management practices.

Target Audience

This course is designed for investment analysts, portfolio managers, financial advisors, and other finance professionals seeking to stay abreast of the latest developments in portfolio management.

Prerequisites

None — open enrollment. However, a basic understanding of investment principles is beneficial.

Course Outline

Practicals

Overview

The practicals enable learners to apply theoretical concepts to real-world portfolio construction and analysis, using case studies and data tools to simulate current trend integration.

Practical Activities

• ESG Integration Exercise — Learners evaluate a portfolio and incorporate ESG scores to rebalance assets, using a provided dataset. (1h)
• Technology-Enabled Portfolio Optimisation — Using a spreadsheet-based optimisation tool, learners construct a risk-parity portfolio and compare it to a traditional 60/40 allocation. (1h)
• Scenario Analysis and Stress Testing — Learners run stress tests on a portfolio under inflation and recession scenarios, then propose hedging strategies. (1h)

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.