Media Events Impacting Wealth Management Analysis Training

Learning Outcomes

• Identify and categorise current events reported in the media that could influence wealth management decisions.
• Analyse the potential short-term and long-term impact of specific media-reported events on asset classes and client portfolios.
• Evaluate the credibility and bias of media sources to filter relevant information for wealth management analysis.
• Apply a structured framework to assess how political, economic, social, and technological news affects wealth preservation and growth.
• Formulate evidence-based recommendations to clients based on current event analysis.
• Demonstrate the ability to communicate complex event-driven impacts clearly to clients and stakeholders.

Target Audience

Wealth managers, financial advisors, investment analysts, and private bankers who need to integrate real-world media analysis into their advisory process.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

This course includes practical sessions where learners use media monitoring tools, sentiment analysis software, and statistical methods to analyse real-world media events. They will apply frameworks to assess impact on asset prices and portfolios, culminating in a capstone project presentation.

Practical Activities

• Media Monitoring and Sentiment Analysis — Learners use tools like Google News API, Twitter API, and sentiment analysis software to collect and analyse media data for a selected stock or sector. (6h)
• Event Study Analysis — Learners conduct an event study on a historical media event (e.g., earnings surprise) using Excel or Python to calculate abnormal returns and statistical significance. (6h)
• Sector-Specific Impact Assessment — In groups, learners analyse media events affecting a specific sector (e.g., mining) and compare impact across two sectors using quantitative and qualitative methods. (6h)
• Capstone Project: Integrated Media Impact Analysis — Learners choose a recent media event, analyse its impact on a diversified portfolio, and present recommendations to the class as a simulated client briefing. (6h)

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.