Learning Calendar

Q

What courses are we running in April 2023?

A

Short Courses

Short course name Date   Venue Get more information
Equity Analyst Short Course

11, 13, 14, 17, 20, 21, 24, 26 April & 2, 3 May 2023

Online Click here


Compliance Masterclasses

Topic name Date  Venue Get more information

Designing and implementing compliance policies

13 April 2023 Online Click here

Measuring Compliance Effectiveness

20 April 2023 Online Click here


Investment Sprints

Sprint name Date  Venue Get more information

Investment Management Business Overview

11 April 2023 Online Click here

Introduction to the SA savings and investment sector

14 April 2023 Online Click here

Investment Products and Structures

24 April 2023 Online Click here

Compliance - Prudential Investment Guidelines

26 April 2023 Online Click here


Retirement Fund Trustee Education

Workshop name Date  Enrol
Induction Course for Retirement Fund Trustees 12 April 2023 Click here
Death Benefits 14 April 2023 Click here
Investment Management Fees & Costs 19 April 2023 Click here
Induction Course for Retirement Fund Trustees 19 April 2023 Click here
Investment Policy Statement Formulation & Assessment 20 April 2023 Click here
Infrastructure Investing  21 April 2023 Click here
Masterclass in Death Benefits & Section 37C 21 April 2023 Click here
Induction Course for Retirement Fund Trustees 24 April 2023 Click here
Basics of Alternative Investments 25 April 2023 Click here

Q

What courses are we running in May 2023?

A

Short Courses

Short course name Date   Venue Get more information
UCT Collective Investment Schemes (CIS) Short Course 9-11, 16-18, 23-25 May 2023 Online Click here


Investment Sprints

Topic name Date  Venue Get more information

Fundamentals of retirement funds and life insurance

2 May 2023 Online Click here

Compliance - CISCA

3 May 2023 Online Click here

The investment governance landscape

10 May 2023 Online Click here

Responsible Investing

12 May 2023 Online Click here

Fundamentals of pricing and unitisation

16 May 2023 Online Click here

Investment performance overview

18 May 2023 Online Click here

Derivatives

25 May 2023 Online Click here

Investment Management Fees & Costs in the context of retirement funds

31May 2023 Online Click here


CFE Sprints

Sprint name Date  Venue Get more information
Mobile CFE 22 May 2023 Online Click here


Compliance Masterclasses

Topic name Date  Venue Get more information

Compliance thought leadership

4 May 2023 Online Click here


Retirement Fund Trustee Education

Workshop name Date  Enrol
Beneficiary funds, Trusts & Guardian's Fund 4 May 2023 Click here
Induction Course for Retirement Fund Trustees 5 May 2023 Click here
Investment Fundamentals 10 & 11 May 2023 Click here
Hedge Funds 11 May 2023 Click here
Fund Annual Financial Statement Analysis 17 May 2023 Click here
CRISA 2 18 May 2023 Click here
Private Equity 22 May 2023 Click here
Trustee Governance & Ethics 23 & 24 May 2023 Click here
Exchange Traded Funds 24 May 2023 Click here
Responsible Investing 25 & 26 May 2023 Click here

Q

What courses are we running in June 2023?

A

Compliance Masterclasses

Topic name Date  Venue Get more information

Optimising stakeholder management

1 June 2023 Online Click here

License to operate requirements

22 June 2023 Online Click here

 

Q

What courses are we running in July 2023?

A

Short Courses

Short course name Date  Venue Get more information
UCT Life Insurance Claims Assessors Short Course July - October 2023 Johannesburg Click here

CFE Sprints

Sprint name Date  Venue Get more information
Coaching, financial planning and CFE 19 July 2023 Online Click here

Q

What courses are we running in August 2023?

A

Short Courses

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


Investment Sprints

Topic name Date  Venue Get more information

Compliance - Prudential Investment Guidelines

2 August 2023 Online Click here

Investment management ethics

16 August 2023 Online Click here

Introduction to the SA savings and investment sector

18 August 2023 Online Click here


Retirement Fund Trustee Education

Workshop name Date Enrol
Trustee Governance & Ethics 7 & 8 August 2023 Click here
Infrastructure Investing 10 August 2023 Click here
Hedge Funds 16 August 2023 Click here
Fund Annual Financial Statement Analysis 17 August 2023 Click here
Basics of Alternate Investments 21 August 2023 Click here
Private Equity 24 August 2023 Click here
CRISA 2 31 August 2023 Click here

Q

What courses are we running in September 2023?

A

Investment Sprints

Topic name Date  Venue Get more information

Derivatives

13 September 2023 Online Click here

Responsible investing

15 September 2023 Online Click here

Compliance - CISCA

27 September 2023 Online Click here


CFE Sprints

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


Retirement Fund Trustee Education

Workshop name Date Enrol
Responsible Investing 21 & 22 September 2023 Click here

Q

What courses are we running in October 2023?

A

Short Courses

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

Q

What courses are we running in November 2023?

A

CFE Sprints

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