Learning Calendar

Q

What courses are we running in June 2022?

A

Retirement Fund Trustee Education

Workshop name Date  Get more information
Investment Policy Statement Formulation & Assessment 3 June 2022 Click here
Death Benefits 6 June 2022 Click here
Investment Fundamentals 6 & 7 June 2022 Click here
Trustee Governance & Ethics 9 & 10 June 2022 Click here
Investment Management Fees & Costs 17 June 2022 Click here
Private Equity 22 June 2022 Click here
Responsible Investing 23 & 24 June 2022 Click here
Fund Annual Financial Statement Analysis 24 June 2022 Click here
Protection of Personal Information Act (POPIA) 30 June 2022 Click here

 

Q

What courses are we running in July 2022?

A

Consumer Financial Education (CFE) Practitioner Sprints

Sprint name Date Price Get more information
Coaching, financial planning and CFE 27 July 2022 R760 + VAT Click here

Short Courses

Course name Date Price Online/ Face-to-face Get more information
UCT Life insurance Claims Assessors Short Course This course consists of 20 face-to-face full-day sessions from July to October R36,750 + VAT Face-to-face Click here

Q

What courses are we running in August 2022?

A

Short Courses

Course name Date Price Online/ Face-to-face Get more information
UCT Collective Investment Schemes (CIS) Short Course 17-23 August 2022 R18,460 + VAT Face-to-face Click here
UCT Investment Management Administration & Client Servicing (IMACS) Short Course 17-23 August 2022 R18,460 + VAT Face-to-face Click here

Online Investment Sprints

Sprint name Date Price Get more information
Introduction to the SA savings and investment sector 3 August 2022 R760 + VAT Click here
Investment management business overview

4 August 2022

R760 + VAT Click here
Investment products and structures 10 August 2022 R760 + VAT Click here
Fundamentals of retirement funds and life insurance 11 August 2022 R760 + VAT Click here
The investments governance landscape 25 August 2022 R760 + VAT Click here
Investment management ethics 26 August 2022 R760 + VAT Click here
Fundamentals of equities portfolio management 31 August 2022 R760 + VAT Click here

Blitzcamps

Blitzcamp name Date Price Get more information
Online Shariah Investing Blitzcamp 11 August 2022 R1,560 + VAT Click here

Q

What courses are we running in September 2022?

A

Consumer Financial Education (CFE) Practitioner Sprints

Sprint name Date Price Get more information
Global CFE Trends 28 September 2022 R760 + VAT Click here

Online Investment Sprints

Sprint name Date Price Get more information
Fundamentals of equity operations 1 September 2022 R760 + VAT Click here
Fundamentals of interest-bearing assets 7 September 2022 R760 + VAT Click here
Fundamentals of other asset classes 8 September 2022 R760 + VAT Click here
Fundamentals of pricing and unitisation 14 September 2022 R760 + VAT Click here
Investment performance overview 15 September 2022 R760 + VAT Click here

Q

What courses are we running in October 2022?

A

Short Courses

Course name Date Price Online/ Face-to-face Get more information
UCT Collective Investment Schemes (CIS) Short Course 11-13, 18-20, 25-27 October 2022 R11,975 + VAT Online Click here

Q

What courses are we running in November 2022?

A

Consumer Financial Education (CFE) Practitioner Sprints

Sprint name Date Price Get more information
Regulation, Reporting and the FSC 30 November 2022 R760 + VAT Click here

Blitzcamps

Blitzcamp name Date Price Get more information
Online Shariah Investing Blitzcamp 3 November 2022 R1,560 + VAT Click here