Learning Calendar - Retirement Fund Trustee Education

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



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