CPD Fundamentals of Employer Sponsored Retirement Funds 20_21


COB Category: Pension fund benefits | Investments

Accreditation valid until: 31 May 2021

CPD Points allocated: 7 hours | points for successful completion and pass of online assessment

FPI approval number: FPI20050202

Course overview:  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.


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Time allotted for course

The course consists of 6 topics with an assessment that needs to be completed. The time allotted for each aspect is as follows:

Topic number Title Word count Level Time allotted
Topic 1 Overview of retirement fund industry 4132 Intermediate 35 minutes
Topic 2 Arrangement of a retirement fund 4041 Intermediate 35 minutes
Topic 3 Investment strategy of a retirement fund 1445 Intermediate 15 minutes
Topic 4 Concepts relating to retirement funds 1940 Intermediate 15 minutes
Topic 5 Product specific features and benefits 7516 Intermediate 65 minutes
Topic 6 Payment of benefits 7368 Intermediate 65 minutes
Topic 7 Member communications 3734 Intermediate 40 minutes
  Assessment     60 minutes


      Total time 7 hours


Assessment and certification

After completion of the workshop the learner must complete an electronic assessment on the learning management system.

  • Form of assessment: Multiple Choice Questions
  • Number of questions: 20 questions
  • Duration: 60 minutes
  • Competency mark: 60%

Upon obtaining a competency mark of 60% the learning will receive a certificate of completion. The learner will be afforded an opportunity to re-do the workshop should a competency mark not be attained.