International Investment Analysis for Wealth Management Training

Learning Outcomes

• Analyse the role of international investments in diversifying and enhancing wealth management portfolios.
• Evaluate the impact of political, economic, and currency risks on international investment performance.
• Apply regulatory and tax considerations when selecting international investment vehicles.
• Assess the suitability of different international asset classes for client risk profiles and wealth objectives.
• Demonstrate the ability to construct and monitor a globally diversified investment portfolio.

Target Audience

Ideal for financial advisors, portfolio managers, and wealth planners who advise high-net-worth clients or manage international assets. Also suitable for analysts seeking to expand their expertise into global investment analysis.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Practical sessions provide hands-on experience with financial databases, portfolio simulation software, and real-world case studies. Learners will construct and manage mock international portfolios, apply valuation models, and present investment recommendations, reinforcing theoretical concepts through supervised practice.

Practical Activities

• Financial Database and Valuation Tools — Use Bloomberg Terminal or Reuters Eikon to retrieve international financial data and perform DCF and relative valuation on selected stocks. (3h)
• Portfolio Construction and Optimization — Use portfolio simulation software (e.g., Morningstar Direct) to construct a diversified international portfolio and optimize asset allocation. (3h)
• Case Study: International Investment Recommendation — Work in teams on a comprehensive case study: analyze a multinational client’s needs, build a portfolio, and present recommendations with supporting rationale. (3h)

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.