ASISA Academy

💡𝗝𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝗠𝗼𝗻𝗲𝘆 𝗦𝗺𝗮𝗿𝘁 𝗪𝗲𝗲𝗸 𝗦𝗔 𝟮𝟬𝟮𝟱! 💡

As part of 𝗠𝗼𝗻𝗲𝘆 𝗦𝗺𝗮𝗿𝘁 𝗪𝗲𝗲𝗸 𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮 (𝗠𝗦𝗪𝗦𝗔) 𝟮𝟬𝟮𝟱, the ASISA Academy Alumni Committee invites you to an exciting financial literacy webinar designed to equip young professionals and university students with the knowledge and tools to make smarter money choices.

Hear from three dynamic alumni presenters, each sharing practical insights on different financial topics relevant to your journey as you build your career and financial future. 🚀

Don’t miss this opportunity to learn and engage in meaningful conversations around financial literacy. 𝗥𝗦𝗩𝗣 𝗵𝗲𝗿𝗲: 9d2be729-fb9d-441a-aaff-8ef90ff697b6@53ed9f9b-1781-43ce-8b5f-017d5dfcc2d2" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/9d2be729-fb9d-441a-aaff-8ef90ff697b6@53ed9f9b-1781-43ce-8b5f-017d5dfcc2d2

📢 𝗦𝘁𝗮𝘆 𝗮𝗵𝗲𝗮𝗱 𝗶𝗻 𝗮𝗻 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴𝗹𝘆 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝘄𝗼𝗿𝗹𝗱!

The ASISA Academy is proud to introduce a new Retirement Fund Trustee Education (RFTE) workshop on 𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆, tailored for South African retirement fund trustees and principal officers.

This workshop is designed to give South African Retirement Fund trustees a deeper understanding of cybersecurity and cyber resilience, highlighting their relevance to retirement funds and tailored to meet the critical requirements of the Joint Standard 2 of 2024.

By examining cybersecurity threats, legislation, and real-world case studies, you will walk away with practical tools to safeguard your fund and confidently implement vital cybersecurity practices.

📅 Workshop dates to be confirmed soon
📩 Express your interest today by emailing 𝗟𝗘𝗔𝗥𝗡@𝗮𝘀𝗶𝘀𝗮𝗮𝗰𝗮𝗱𝗲𝗺𝘆.𝗼𝗿𝗴.𝘇𝗮

Let us strengthen cyber resilience across the retirement fund industry — together.

The March edition of the ASISA Academy Newsflash showcases our Graduate Programmes, including the Independent Financial Advisor (IFA) Internship and the Fezeka Graduate Programme, highlighting success stories of individuals who have navigated their paths in the financial services industry. Additionally, we spotlight the IMACS@TSIBA Internship, connecting companies with high-potential undergraduate students from TSIBA Business School, which recently celebrated its 21st anniversary.

To read more about these initiatives and their impact, please visit our March Newsflash: https://www.asisa.org.za/academy/newsflashes/

The ASISA Academy, in partnership with the ASISA Foundation, delivers a range of engaging, online, CPD points-bearing workshops on a fully-funded basis to South African Trustees and Principal Officers. To non-trustees who wish to attend these workshops, a fee of R2,025 Excl. VAT will be charged.

Explore a range of Retirement Fund Trustee Education (RFTE) workshops available from May:

✅Investment Fundamentals - 9 & 12 May 2025
✅Trustee Governance and Ethics - 14 & 15 May 2025
✅Section 37C Death Benefits - 26 May 2025
✅Two-Pot System - 29 May 2025

Click on this link to view a list of scheduled workshops - https://www.asisa.org.za/academy/learning-calendar-retirement-fund-trustee-education/

Are you a retirement fund trustee looking to deepen your expertise and strengthen your governance skills?

The Advanced Course for Trustees, presented by the ASISA Academy, is designed to support trustees pursuing the Principal Officer (PO) qualification through Recognition of Prior Learning (RPL) with Batseta - Council of Retirement Funds for South Africa. This course is also perfect for trustees seeking advanced knowledge in fund governance, risk management, and investment strategies.

🔗Read more and enrol https://createsend.com/t/r-AD8F49F6A5AE908F2540EF23F30FEDED

Are you a retirement fund trustee seeking to enhance your knowledge and skills, and complete your trustee toolkit? The ASISA Academy, in partnership with the ASISA Foundation, invites you to attend the Foundations for Retirement Fund Trustees workshop this April. These interactive sessions are designed to provide trustees with essential knowledge and practical insights to fulfill their fiduciary responsibilities confidently.

𝗪𝗢𝗥𝗞𝗦𝗛𝗢𝗣 𝗗𝗘𝗧𝗔𝗜𝗟𝗦:
This workshop will be delivered online via MS Teams over six sessions, covering key aspects of the Trustee Toolkit.

📅 Date: 11, 14, 23, 24 April | 6, 9 May 2025
🕘 Time: 09h00-12h00
📍 Delivery: Online via MS Teams
💰Workshop fee: No cost to Retirement Trustees and Principal Officers. Non-trustees will be required to pay R2,025 + VAT for each session.

𝗪𝗛𝗬 𝗦𝗛𝗢𝗨𝗟𝗗 𝗬𝗢𝗨 𝗔𝗧𝗧𝗘𝗡𝗗?
✅ Complete the FSCA Toolkit with expert guidance.
✅ Interactive sessions with experienced RFTE presenters.
✅ Q&A opportunities for deeper understanding.
✅ Presentation slides provided after each session.
✅ Earn CPD points as a Batseta member.
✅ Industry-approved workshop for retirement fund trustees.

Secure your place now https://forms.office.com/Pages/ResponsePage.aspx?id=m5_tU4EXzkOLXwF9XfzC0ibSN1T0DjhMnlQgr9mLV_5UMEFKSENUWDdYMUk4U0NaNURQVTNGM0NaNy4u

Explore our range of workshops available in February and March:

✅Masterclass in Section 37C Death Benefits - 26 February 2025
✅Responsible Investing - 27 & 28 February 2025
✅Investment Management Fees & Costs - 12 March 2025
✅Hedge Funds - 14 March 2025
✅Investment Policy Statement Analysis - 17 March 2025

Click here to enrol in the workshops above and explore our full list of scheduled workshops https://www.asisa.org.za/academy/learning-calendar-retirement-fund-trustee-education/

Are you a retirement fund trustee, principal officer, or industry professional seeking to enhance your knowledge of beneficiary funds, trusts, and the Guardian’s Fund? ASISA Academy in partnership with the ASISA Foundation will deliver the Beneficiary Funds, Trusts and Guardian's Fund workshop on Monday, 17 February 2025 from 09h00-12h00 via MS Teams.

This workshop equips trustees with the knowledge needed to make informed, ethical, and effective decisions in managing funds for beneficiaries, and provides valuable insights into:
✔️ The legal and regulatory framework
✔️ The role of trustees in managing beneficiary funds
✔️ How the Guardian's Fund supports minors and vulnerable dependents

📅 Secure your spot and gain industry-relevant expertise: https://www.asisa.org.za/academy/programmes/retirement-fund-trustee-education/rfte-beneficiary-funds-trusts-and-guardian-s-fund-workshop/

𝗧𝗵𝗲 𝗔𝗦𝗜𝗦𝗔 𝗔𝗰𝗮𝗱𝗲𝗺𝘆, 𝗶𝗻 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 ASISA Foundation, 𝘄𝗶𝗹𝗹 𝗱𝗲𝗹𝗶𝘃𝗲𝗿 𝘁𝗵𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗙𝘂𝗻𝗱, 𝗧𝗿𝘂𝘀𝘁, 𝗮𝗻𝗱 𝗚𝘂𝗮𝗿𝗱𝗶𝗮𝗻'𝘀 𝗙𝘂𝗻𝗱 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗶𝗻 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰!

Facilitated by our seasoned industry presenters, this workshop gives retirement fund trustees and principal officers an overview of beneficiary funds, employee benefit trusts and the guardian’s fund. Topics include the regulation of beneficiary funds and employee benefit trusts, and tax implications. For more information, please click here to view the brochure.

📅Date and time: Friday, 8 November 2024
⏰Time: 09h00-12h00
🧑‍🏫Mode: Online via MS Teams
💰Fee: Free of charge to South Africa Trustees and Principal Officers. To non-trustees who wish to attend this workshop, a fee of R1,900 Excl. VAT will be charged
📜Certification: Batseta - Council of Retirement Funds for South Africa members earn CPD points

Enrol now by clicking here https://forms.office.com/Pages/ResponsePage.aspx?id=m5_tU4EXzkOLXwF9XfzC0ibSN1T0DjhMnlQgr9mLV_5UNVBaN1pKWk9EMllCTkk0Q1pMSU1INzc3VS4u

📊𝗘𝗻𝗿𝗼𝗹 𝗻𝗼𝘄 𝗮𝗻𝗱 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝘆𝗼𝘂𝗿 𝘀𝗸𝗶𝗹𝗹𝘀 𝗮𝘀 𝗮 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗳𝘂𝗻𝗱 𝘁𝗿𝘂𝘀𝘁𝗲𝗲?

The ASISA Academy in partnership with the ASISA FoundationASISA Foundation offers comprehensive Retirement Fund Trustee Education (RFTE) workshops. These workshops are designed to equip retirement fund trustees with the essential skills and knowledge required to effectively manage and oversee retirement funds in South Africa, covering key areas such as Investment Fundamentals, Governance, Fiduciary Responsibilities, and ensuring trustees are well-prepared to make informed decisions that benefit fund members.

𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗱𝗲𝘁𝗮𝗶𝗹𝘀:
🔸Our workshops run online via MS Teams from 09h00 to 12h00.
🔸These workshops are offered free of charge to South African Trustees and Principal Officers. For those who are not trustees but wish to attend, the fee per workshop is R1,900 + VAT.
🔸All workshops are accredited for CPD points with the Batseta - Council of Retirement Funds for South Africa.
🔸Our experienced RFTE presenters will guide trustees through the sessions, providing valuable insights and practical knowledge.

𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽𝘀 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲𝗱 𝗳𝗼𝗿 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰:
🔸Investment Management Fees & Cost - 4 November 2024
🔸Two-Pot System - 7 November 2024
🔸Beneficiary Fund, Trust, and Guardian's Fund - 8 November 2024
🔸Foundation for Retirement Fund Trustees - 11, 13, 18 November 2024
🔸Responsible Investing - 14 & 15 November 2024

To view all scheduled workshops, visit our 2024 Learning Calendar and enrol here https://www.asisa.org.za/academy/learning-calendar-retirement-fund-trustee-education/