Learning Calendar

Q

What courses are we running in February 2025?

A

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Trustee Governance & Ethics

3 & 6 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Fund Policies and Risk Management

4 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Annual Financial Statement Analysis

5 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Death Benefits

11 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Beneficiary Funds, Trust and Guardians Fund

17 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Two-pot System

19 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Investment Fundamentals 

20 & 21 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Private Equity

24 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Infrastructure Investing

25 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Masterclass in Death Benefits

26 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Responsible Investing

27 & 28 February 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here

SHORT COURSES

Course Name Dates & Times Venue Course Fee More Information
UCT Life Insurance Claims Assessors Short Course

12, 19, 26 February 2025
5, 12, 19, 26 March 2025
2, 9, 16, 23 April 2025
7, 14, 21, 28 May 2025
4, 11, 18 June 2025

Online R33,820 + VAT Click here

Q

What courses are we running in March 2025?

A

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Foundations for Retirement Fund Trustees

3, 5, 10, 13, 18, 19 March 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Investment Management Fees & Costs

12 March 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Hedge Funds

14 March 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Investment Policy Statement Analysis

17 March 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Role and duties of a chairperson

18 March 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Recent Developments within SA Retirement Fund Trustees

25 March 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here

 

SHORT COURSES

Course Name Dates & Times Venue Fee More Information
UCT Investment Management Industry (IMI) Short Course 12-19 March 2025

08h30-16h30
Cape Town R26,520 + VAT Click here

 

Q

What courses are we running in April 2025?

A

INDUSTRY OVERVIEW BLITZCAMPS

Blitzcamp Name Dates & Times Venue Fee More Information
Financial Services Overview Blitzcamp 9 & 10 April 2025

09h00-12h00
Online R2,770 + VAT Click here
Investment Management Overview Blitzcamp 16 & 17 April 2025

09h00-12h00
Online R2,770 + VAT Click here

Q

What courses are we running in May 2025?

A

SHORT COURSES

Course Name Dates & Times Venue Fee More Information
Equity Analyst Short Course 26, 29, 30 May | 2, 5, 6, 9, 12, 13, 17 June 2025

09h00-12h30
Online R14,601 + VAT Click here
UCT Collective Investment Schemes (CIS) Short Course 6-8, 13-15, 20-22 May 2025

09h00-12h30
Online R14,470 + VAT Click here

 

Q

What courses are we running in July 2025?

A

SHORT COURSES

Course Name Dates & Times Venue Course Fee More Information
UCT Life Insurance Claims Assessors Short Course

21-25 July 2025
18-22 August 2025
8-12 September 2025
13-17 October 2025

09h00-16h30

Cape Town/ Johannesburg R47,620 + VAT Click here

 

Q

What courses are we running in August 2025?

A

SHORT COURSES

Course Name Dates & Times Venue Fee More Information
UCT Investment Management Industry (IMI) Short Course 13-20 August 2025

08h30-16h30
Johannesburg R26,520 + VAT Click here

INDUSTRY OVERVIEW BLITZCAMPS

Blitzcamp Name Dates & Times Venue Fee More Information
Financial Services Overview Blitzcamp 5 & 6 August 2025

09h00-12h00
Online R2,770 + VAT Click here
Investment Management Overview Blitzcamp 12 & 13 August 2025

09h00-12h00
Online R2,770 + VAT Click here

Q

What courses are we running in October 2025?

A

SHORT COURSES

Course Name Dates & Times Venue Fee More Information
UCT Collective Investment Schemes (CIS) Short Course 14-16, 21-23, 28-30 October 2025

09h00-12h30
Online R14,470 + VAT Click here