Wealth Preservation Solution Development for Entities Training

Learning Outcomes

• Analyze the financial position and risk profile of an entity to identify wealth preservation needs.
• Evaluate various wealth preservation instruments and strategies, including trusts, insurance, and investment vehicles.
• Design a comprehensive wealth preservation solution that addresses identified risks and aligns with entity objectives.
• Apply relevant South African legislation and tax implications to the wealth preservation solution.
• Implement the wealth preservation plan, including documentation, stakeholder communication, and monitoring mechanisms.
• Demonstrate the ability to review and adjust the wealth preservation solution in response to changing circumstances.

Target Audience

This course is designed for financial advisors, wealth managers, accountants, and finance professionals who are responsible for developing or advising on wealth preservation strategies for entities. It is also suitable for business owners and executives seeking to understand wealth preservation solutions.

Prerequisites

A basic understanding of financial concepts and entity structures is required. Prior completion of a foundational finance or accounting course is recommended.

Course Outline

Practicals

Overview

The practicals provide hands-on experience in developing and presenting wealth preservation solutions. Learners will apply theoretical knowledge to real-world scenarios, including building portfolios, drafting legal structures, and presenting integrated plans.

Practical Activities

• Asset Protection Structure Design — Learners work in groups to design an asset protection structure for a given entity, selecting appropriate legal forms and documenting the plan. (4h)
• Portfolio Construction and Hedging — Using a simulation tool, learners construct a diversified portfolio and implement hedging strategies for a hypothetical entity's wealth. (4h)
• Estate and Succession Planning — Learners develop a comprehensive estate plan for a family-owned entity, including wills, trusts, and succession agreements. (4h)
• Integrated Solution Presentation — Groups present a full wealth preservation solution to a panel, defending their choices and addressing stakeholder questions. (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.