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 Advance Course will consist of five modules presented as 9 x 3-hour workshops:

  • Trustee Governance and Ethics
  • Investment Fundamentals
  • Fund Policies and Risk Management
  • Fund Annual Financial Statement Analysis
  • Section 37C Death Benefits

For further information, kindly refer to the brochure available here

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 Advance Course will consist of five modules presented as 9 x 3-hour workshops:

  • Trustee Governance and Ethics
  • Investment Fundamentals
  • Fund Policies and Risk Management
  • Fund Annual Financial Statement Analysis
  • Section 37C Death Benefits

For further information, kindly refer to the brochure available here