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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.

Course accreditation

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: 30 June 2022

CPD Points allocated: 13 hours | points for successful completion and pass of online assessment

FPI approval number: EVT-20210621-0027