Learning Calendar

Q

What courses are we running in July 2023?

A

SHORT COURSES

Short course name Date Course fee Venue Get more information
UCT Life Insurance Claims Assessors Short Course July - October 2023 R39,350 + VAT Johannesburg Click here

Q

What courses are we running in August 2023?

A

SHORT COURSES

Short course name Date Course fee Venue Get more information
UCT Investment Management Administration & Client Servicing (IMACS) Short Course 15-17, 22-24, 29-31 August 2023 R12,810 + VAT Online Click here
UCT Collective Investment Schemes (CIS) Short Course 15-17, 22-24, 29-31 August 2023 R12,810 + VAT Online Click here


INVESTMENT SPRINTS

Topic name Date  Sprint fee Venue Enrol

Compliance - Prudential Investment Guidelines

2 August 2023 R820 + VAT Online Click here

Fundamentals of Pricing and Unitization

10 August 2023 R820 + VAT Online Click here

Investment management ethics

16 August 2023 R820 + VAT Online Click here

Introduction to the SA savings and investment sector

18 August 2023 R820 + VAT Online Click here


RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Workshop fee Enrol
Investment Fundamentals 2 & 3 August 2023 R1,500 (fee applicable to non-trustees) Click here
Death Benefits 7 August 2023 R1,500 (fee applicable to non-trustees) Click here
Trustee Governance & Ethics 7 & 8 August 2023 R1,500 (fee applicable to non-trustees) Click here
Infrastructure Investing 10 August 2023 R1,500 (fee applicable to non-trustees) Click here
Investment Policy Statement Formulation & Assessment 14 August 2023 R1,500 (fee applicable to non-trustees) Click here
Hedge Funds 16 August 2023 R1,500 (fee applicable to non-trustees) Click here
Fund Annual Financial Statement Analysis 17 August 2023 R1,500 (fee applicable to non-trustees) Click here
Exchange Traded Funds 18 August 2023 R1,500 (fee applicable to non-trustees) Click here
Basics of Alternate Investments 21 August 2023 R1,500 (fee applicable to non-trustees) Click here
Private Equity 24 August 2023 R1,500 (fee applicable to non-trustees) Click here
Masterclass in Death Benefits 25 August 2023 R1,500 (fee applicable to non-trustees) Click here
Investment Management Fees & Costs 30 August 2023 R1,500 (fee applicable to non-trustees) Click here
CRISA 2 31 August 2023 R1,500 (fee applicable to non-trustees) Click here

Q

What courses are we running in September 2023?

A

INVESTMENT SPRINTS

Sprint name Date  Sprint fee Venue Enrol

Derivatives

13 September 2023 R820 + VAT Online Click here

Responsible investing

15 September 2023 R820 + VAT Online Click here

Compliance - CISCA

27 September 2023 R820 + VAT Online Click here

Investment management business overview

5 September 2023 R820 + VAT Online Click here

Investment products and structures

7 September 2023 R820 + VAT Online Click here

The investments governance landscape

19 September 2023 R820 + VAT Online Click here

Investment performance overview

21 September 2023 R820 + VAT Online Click here

Investment management fees and costs in the context of retirement funds

29 September 2023 R820 + VAT Online Click here


CFE SPRINTS

Sprint name Date  Sprint fee Venue Get more information
Global CFE Trends 20 September 2023 R820 + VAT Online Click here


RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Workshop fee Enrol
Beneficiary Funds, Employee Benefits Trust, and Guardian 4 September 2023 R1,500 (fee applicable to non-trustees) Click here
Induction Course for Retirement Trustees 7, 14, 21, 28 September 2023 R1,500 (fee applicable to non-trustees) Click here
Responsible Investing 21 & 22 September 2023 R1,500 (fee applicable to non-trustees) Click here

Q

What courses are we running in October 2023?

A

SHORT COURSES

Short course name Date  Course fee Venue Get more information
UCT Collective Investment Schemes (CIS) Short Course 11-17 October 2023 R19,750 + VAT Johannesburg Click here


RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Workshop fee Enrol
Investment Policy Statement Formulation & Assessment 11 October 2023 R1,500 (fee applicable to non-trustees) Click here
Induction Course for Trustees 12, 19, 26 October & 2 November 2023 R1,500 (fee applicable to non-trustees) Click here
Private Equity 13 October 2023 R1,500 (fee applicable to non-trustees) Click here
Death Benefits 18 October 2023 R1,500 (fee applicable to non-trustees) Click here
Trustee Governance & Ethics 18 & 19 October 2023 R1,500 (fee applicable to non-trustees) Click here
CRISA2 20 October 2023 R1,500 (fee applicable to non-trustees) Click here
Investment Fundamentals 23 & 24 October 2023 R1,500 (fee applicable to non-trustees) Click here
Infrastructure Investing 24 October 2023 R1,500 (fee applicable to non-trustees) Click here
Hedge Funds 25 October 2023 R1,500 (fee applicable to non-trustees) Click here

Q

What courses are we running in November 2023?

A

CFE SPRINTS

Sprint name Date  Sprint fee Venue Get more information
Regulation, Reporting, and the FSC 8 November 2023 R820 + VAT Online Click here


RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Masterclass in Death Benefits & Section 37C 1 November 2023 R1,500 (fee applicable to non-trustees) Click here
Investment Management Fees & Costs 3 November 2023 R1,500 (fee applicable to non-trustees) Click here
Fund Annual Financial Statement Analysis 7 November 2023 R1,500 (fee applicable to non-trustees) Click here
Responsible Investing 9 & 10 November 2023 R1,500 (fee applicable to non-trustees) Click here
Basics of Alternate Investments 13 November 2023 R1,500 (fee applicable to non-trustees) Click here
Beneficiary fund, Trust, and Guardian Fund 15 November 2023 R1,500 (fee applicable to non-trustees) Click here