Learning Calendar - Retirement Fund Trustee Education

Q

What courses are we running in May 2025?

A

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Investment Fundamentals

9 & 12 May 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Trustee Governance & Ethics

14 & 15 May 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Section 37C Death Benefits

26 May 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Two-Pot Retirement System

29 May 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here



Q

What courses are we running in July 2025?

A

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Advanced Course for Retirement Fund Trustees

2, 3, 4, 7, 9, 11, 14, 15, 16 July 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Roles & duties of a Chairperson

21 July 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Recent developments within the retirement fund industry

28 July 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here



Q

What courses are we running in August 2025?

A

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Fund Annual Financial Statement Analysis 5 August 2025

09h00-12h00
R2,025 + VAT
(fee applicable to non-trustees)
Click here
Investment Management Fees & Costs 15 August 2025

09h00-12h00
R2,025 + VAT
(fee applicable to non-trustees)
Click here
Investment Policy Statement Analysis 27 August 2025

09h00-12h00
R2,025 + VAT
(fee applicable to non-trustees)
Click here
Investment Fundamentals 29 August & 1 September 2025

09h00-12h00
R2,025 + VAT
(fee applicable to non-trustees)
Click here



Q

What courses are we running in September 2025?

A

RETIREMENT FUND TRUSTEE EDUCATION

Workshop name Date Fee Enrol
Section 37C Death Benefits

9 September 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Trustee Governance & Ethics

16 & 17 September 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here
Hedge Funds

22 September 2025

09h00-12h00

R2,025 + VAT
(fee applicable to non-trustees)
Click here