Retirement Fund Trustee Education (RFTE)

The ASISA Academy has carefully crafted the following seven workshops to serve South Africa's Retirement Fund Trustees and Principal Officers. Click on the name of the workshop to download the brochure.

  1. Investment Fundamentals (1 day - 6 Batseta CPD points) - click here to enrol
  2. Retirement Fund Trustee Governance and Ethics (1 day - 6 Batseta CPD points) - click here to enrol
  3. Responsible Investing (1 day - 6 Batseta CPD points) - click here to enrol
  4. Annual Financial Statement Analysis (1/2 day - 3 Batseta CPD points) - click here to enrol
  5. Investment Policy Statement Formulation and Assessment (1/2 day - 3 Batseta CPD points) - click here to enrol
  6. Employee Benefits (1 day - 6 Batseta CPD points) - click here to enrol
  7. Death Benefits (1/2 day - 3 Batseta CPD points) - click here to enrol

These workshops are aimed primarily at Trustees and Principal Officers and are ideally run with individual funds, but are also delivered as public courses.

The ASISA Academy is a BATSETA Approved CPD Provider.

  • Click here to download the brochure for the RFTE Programme.
  • This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

 

The Financial Services Board's Trustee Training Toolkit

The FSB's Trustee Toolkit training programme is an online development programme for  trustees, based on the Registrar of Pension Funds’ guidelines on good  governance for retirement funds which assists trustees to get a better  understanding of their role and function. The programme will also assist  you as a new or advanced trustee to perform your duties more  effectively. Click here to go to the Trustee Toolkit website.

 

programmes image1
programmes image2
programmes image3

ORGANISATIONS THAT THE ASISA ACADEMY SERVES