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: 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