Learning Calendar

Q

What courses are we running in April 2024?

A

SPRINTS FOR SENIOR CLAIMS ASSESSORS

Sprint name Date Venue More information

Financial assessment of claims

4 April 2024

(9h00-12h00)

Online

This Sprint is currently fully subscribed. New dates TBC.

Click here to express an interest in this Sprint.

Dealing with complaints (including complaints to the Long-Term Insurance Ombudsman)

16 April 2024

(9h00-12h00)

Online

This Sprint is currently fully subscribed. New dates TBC.

Click here to express an interest in this Sprint.

 

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Advanced Course for Trustees

11, 17, 18, 24, 25, 29 April & 3, 9, 17 May 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Two-pot System

19 April 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Private Equity

26 April 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here

 

Q

What courses are we running in May 2024?

A

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Two-pot System

23 May 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Masterclass in Death Benefits & Section 37C

24 May 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Death Benefits

27 May 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Investment Fundamentals

27 & 28 May 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Infrastructure Investing

30 May 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here

SHORT COURSES

Course name Date Venue More information
UCT Collective Investment Schemes (CIS) Short Course 7-9, 14-16, 21-23 May 2024 Online Click here
Equity Analyst Short Course 16, 17, 20, 23, 24, 27, 30, 31 May and;
3, 4 June 2024 (Online)
Online Click here

Q

What courses are we running in June 2024?

A

CORPORATE COMMUNICATIONS COURSE

Course name Date Fee More information
Corporate Communications Course

7, 14, 21 & 28 June 2024

09h00-16h30

R14,000 + VAT Click here

BLITZCAMPS

Blitzcamp name Date Fee More information
Financial Services Industry Overview Blitzcamp

4 & 5 June 2024

09h00-12h00

R2,600 + VAT Click here
Investment Management Business Overview Blitzcamp

11 & 12 June 2024

09h00-12h00

R2,600 + VAT Click here

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Two-pot system

13 June 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here

Q

What courses are we running in July 2024?

A

SHORT COURSES

Course name Date Venue More information
UCT Life Insurance Claims Assessors Short Course

22-26 July 2024
26-30 August 2024
16-20 September 2024
21-25 October 2024

Cape Town/ Johannesburg Click here

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Fund Policies and Risk Management

4 July 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Beneficiary fund, Trust, and Guardian's Fund

10 July 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)

Click here

Trustee Governance & Ethics

17 & 18 July 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Foundations for Retirement Trustee

24 July, 2, 7 & 15 August 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Exchange Traded Funds

25 July 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Responsible Investing

25 & 26 July 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Hedge Funds

29 July 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here

Q

What courses are we running in August 2024?

A

SHORT COURSES

Course name Date Venue More information
UCT Collective Investment Schemes (CIS) Short Course 14-20 August 2024 Johannesburg Click here
UCT Investment Management Administration & Client Servicing (IMACS) Short Course 14-20 August 2024 Johannesburg Click here

BLITZCAMPS

Blitzcamp name Date Fee More information
Financial Services Industry Overview Blitzcamp

6 & 7 August 2024

09h00-12h00

R2,600 + VAT Click here
Investment Management Business Overview Blitzcamp

13 & 14 August 2024

09h00-12h00

R2,600 + VAT Click here

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Death Benefits

16 August 2024

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Private Equity

21 August 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Masterclass in Death Benefits & Section 37C

23 August 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here

Q

What courses are we running in September 2024?

A

SHORT COURSES

Course name Date Venue More information
Equity Analyst Short Course 16, 19, 20, 26, 27, 30 September and;
3, 4, 7, 8 October 2024
Online Click here

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Infrastructure Investing

9 September 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here
Exchange Traded Funds

26 September 2024

09h00-12h00

R1,900 + VAT
(fee applicable to non-trustees)
Click here

Q

What courses are we running in October 2024?

A

BLITZCAMPS

Blitzcamp name Date Fee More information
Financial Services Industry Overview Blitzcamp

1 & 2 October 2024

09h00-12h00

R2,600 + VAT Click here
Investment Management Business Overview Blitzcamp

8 & 9 October 2024

09h00-12h00

R2,600 + VAT Click here

SHORT COURSES

Course name Date Venue More information
UCT Collective Investment Schemes (CIS) Short Course 8-10, 15-17, 22-23 October 2024 Online Click here

Q

What courses are we running in November 2024?

A