The course provides an overview of the retirement fund industry in South Africa and specifically concentrates on employer sponsored retirement funds. The course incorporates the newest changes especially with regard to the benefit payouts of provident funds.
CPD Category: On-line programme
COB Category: Pension fund benefits | Investments
Financial planning component: Asset Management | Retirement Planning | Tax Planning | Estate Planning
Advice component: Investments and Investment Risk | Pension and Retirement Fundamentals of Estate Distribution | Taxation as it relates to Financial Services
Accreditation valid until: 31 May 2021
CPD Points allocated: 7 hours | points for successful completion and pass of online assessment
FPI approval number: FPI20050202