Current Status
Not Enrolled
Get Started


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: Online program

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: 1 August 2022 to 31 July 2023

CPD Hours Allocated: 13 hours for successful completion and pass of online assessment

FPI Approval Number: EVT-20220730-0014