Advanced Course for Trustees

The purpose of this workshop is to provide trustees who have been serving on retirement fund boards for at least three years and who are aspiring to become principal officers, with a structured learning journey, aligned to the outcomes of the principal officer qualification. Other delegates who wish to participate solely for personal enrichment may also enrol.

The Advanced Course will consist of five modules presented as 9 x 3-hour workshops. Please see below the scheduled sessions and enrol:

Workshop Name Date Fee Enrolment form

Trustee Governance & Ethics - Part 1

14 September 2026

09h00-12h00

R2,125 + VAT Enrol

Trustee Governance & Ethics - Part 2

15 September 2026

09h00-12h00

R2,125 + VAT Enrol

Trustee Governance & Ethics - Part 3

16 September 2026

09h00-12h00

R2,125 + VAT Enrol

Investment Fundamentals - Part 1

28 September 2026

09h00-12h00

R2,125 + VAT Enrol

Investment Fundamentals - Part 2

29 September 2026

09h00-12h00

R2,125 + VAT Enrol

Investment Fundamentals - Part 3

30 September 2026

09h00-12h00

R2,125 + VAT Enrol

Fund Annual Financial Statement Analysis

1 October 2026

09h00-12h00

R2,125 + VAT Enrol

Fund Policies & Risk Management

5 October 2026

09h00-12h00

R2,125 + VAT Enrol

Section 37C Death Benefits

7 October 2026

09h00-12h00

R2,125 + VAT Enrol


For further information, kindly refer to the brochure available here.