Learning Calendar - Retirement Fund Trustee Education

Q

What courses are we running in August 2023?

A

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

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

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

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