CPD Fundamentals of Employer Sponsored Retirement Funds 21_22



CPD Category: Online program

COB Category: Pension fund benefits | Investments

Accreditation valid until: 30 June 2022

CPD Points allocated:  13.0 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0027

Want a discount? Become a member!
Categories: , Tags: ,


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 4 132 Intermediate 100 minutes
Topic 2 Arrangement of a retirement fund 4 041 Intermediate 95 minutes
Topic 3 Investment strategy of a retirement fund 1 445 Intermediate 35 minutes
Topic 4 Concepts relating to retirement funds 1 940 Intermediate 45 minutes
Topic 5 Product specific features and benefits 7 516 Intermediate 180 minutes
Topic 6 Payment of benefits 7 368 Intermediate 175 minutes
Topic 7 Member communications 3 734 Intermediate 90 minutes
Assessment 60 minutes


    Total time 13 hours


Assessment and certification

After completion of the workshop, the learner must complete an electronic assessment of 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 learner 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.