Learning Calendar

Q

What courses are we running in July 2024?

A

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Investment Policy Statement Formulation & Assessment

12 July 2024

09h00-12h00

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

Click here

Annual Financial Statement Analysis

15 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
Two-Pot System

22 July 2024

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
Investment Management Fees & Costs

6 August 2024

09h00-12h00

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

16 August 2024

09h00-12h00

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
Two-Pot System

27 August 2024

09h00-12h00

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

Q

What courses are we running in September 2024?

A

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
Investment Fundamentals

11 & 12 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

EQUITY ANALYST SHORT COURSE

Course name Date Fee More information
Equity Analyst Short Course

10, 11, 14, 17, 18, 21, 28, 31 October | 1, 4  November 2024

09h00-12h00

R13,710 + VAT Click here

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

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