Retirement Funds and Risk Management online course

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This module is aimed at providing students with an understanding retirement funds provided by employers, the types of retirement and the structure of the different types of benefits provided by these funds, as well as the applicable tax implications when these benefits are claimed. The module further discusses the typical risk management of retirement funds and the potential risks a fund may face.

This module will enable you to with a clear understanding of the different retirement funds and risk management policy which a retirement fund should implement.

Once you have successfully completed this course, you will be able to:

1. Demonstrate an understanding of the types of retirement funds and the structure of the different benefits provided by these funds.
2. Identify the role-players involved in the retirement funds.
3. Demonstrate an understanding of the tax implications of the retirement funds when benefits are claimed.
4. Knowledge on the importance of risk management policy and the risk that the retirement fund should address.

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Online course details

• Provider FPI Centre for Professional Development | Continuous Professional Development (CPD) provider
• Where will it take place? -
• Dates January 31, 2019 - January 31, 2020
• Completion time 2 hours
• CPD points 2 Technical CPD Points
• Costs R250 (members)
  R250 (non-members)
  
• Topics covered Retirement Planning and Tax Planning
• Categories COB Category Pension Fund Benefits
• Registration FPI Approval FPI190400114
• Professional bodies Financial Planning Institute of Southern Africa
  

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Online course registration

 

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