ASISA Academy

🌟 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝗔𝗦𝗜𝗦𝗔 𝗔𝗰𝗮𝗱𝗲𝗺𝘆’𝘀 𝗦𝘂𝗽𝗲𝗿 𝗨𝘀𝗲𝗿𝘀! 🌟 In our October #Newsflash, we proudly highlight two inspiring women who have transformed their careers with ASISA Academy’s courses. Meet Cecilia Nkwali, from humble beginnings to the CEO of Kuzingca Business Protection Services. Her journey exemplifies the power of lifelong learning! Read Cecilia's full story here - https://lnkd.in/dAMjvi9M Meet Magda Britz, a trustee, who has extensively utilized our Retirement Fund Trustee Education workshops to excel in her role. A huge thank you to all the companies who support their teams with our courses. We invite companies to let us know if there are any specific topics they would like to see the ASISA Academy presenting. We are happy to customise anything in the existing curriculum for a specific team. Catch the full October #Newsflash here 👉 https://lnkd.in/d38P4nfe #ASISAAcademy #OctoberNews #LifelongLearning #FinancialServices #ProfessionalDevelopment #TrusteeEducation #CareerGrowth #CustomLearning

📊𝗘𝗻𝗿𝗼𝗹 𝗻𝗼𝘄 𝗮𝗻𝗱 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝘆𝗼𝘂𝗿 𝘀𝗸𝗶𝗹𝗹𝘀 𝗮𝘀 𝗮 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗳𝘂𝗻𝗱 𝘁𝗿𝘂𝘀𝘁𝗲𝗲? The ASISA Academy in partnership with the ASISA 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. 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 #ASISAAcademy #ASISAFoundation #RetirementFundTrustees #FinancialEducation #Governance #InvestmentManagement #CPD #TrusteeTraining #RetirementPlanning #Batseta

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://lnkd.in/dh2eSRwJ #ASISAAcademy #ASISAFoundation #BeneficiaryFunds #TrustFunds #GuardiansFund #EmployeeBenefits #ProfessionalDevelopment #OnlineWorkshop

📊𝗘𝗻𝗿𝗼𝗹 𝗻𝗼𝘄 𝗮𝗻𝗱 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝘆𝗼𝘂𝗿 𝘀𝗸𝗶𝗹𝗹𝘀 𝗮𝘀 𝗮 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗳𝘂𝗻𝗱 𝘁𝗿𝘂𝘀𝘁𝗲𝗲? The ASISA Academy in partnership with the ASISA 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://lnkd.in/d2hFpqUs #ASISAAcademy #ASISAFoundation #RetirementFundTrustees #FinancialEducation #Governance #InvestmentManagement #CPD #TrusteeTraining #RetirementPlanning #Batseta

The ASISA Academy will be hosting two 3-hour interactive online Sprints for Senior Claims Assessors focusing on topics such as Financial Assessment of Claims, and Dealing with Complaints (including complaints to the Long-Term Insurance Ombudsman). These Sprints are designed to offer a thorough overview of advanced techniques, best practices, and emerging trends for senior professionals in the life insurance industry. The Sprints will be anchored by Phumla Motsa, and the topics will be presented by guest presenters from the life insurance industry. 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: • Dates | 28 October and 6 November 2024 • Time | 09h00-12h00 • Mode | Online • Enrol | For more information and to enrol, please click here - 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 𝗳𝗿𝗼𝗺 𝗽𝗿𝗲𝘃𝗶𝗼𝘂𝘀 𝗱𝗲𝗹𝗲𝗴𝗮𝘁𝗲𝘀: • "The presentation was good as all points were explained clearly. All my expectations were met. I benefitted a lot also from the questions asked by the attendees and the answers thereof." • "The presenter's knowledge and expertise extended outside of the scope of this specific presentation and she was able to provide a view on other challenges as well." #ASISAAcademy #ClaimsSprints #FinancialAssessmentOfClaims #DealingWithClaims

𝗝𝗼𝗶𝗻 𝗼𝘂𝗿 𝗥𝗙𝗧𝗘 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗙𝗲𝗲𝘀 & 𝗖𝗼𝘀𝘁𝘀 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 💡 The ASISA Academy, in partnership with the ASISA Foundation, invites you to join the online RFTE Investment Management Fees & Costs Workshop that is scheduled to run on 𝗠𝗼𝗻𝗱𝗮𝘆, 𝟰 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 from 𝟬𝟵𝗵𝟬𝟬-𝟭𝟮𝗵𝟬𝟬. This program is designed to equip financial professionals and investors with the knowledge needed to navigate the complexities of investment fees. 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽: • A deep dive into the different types of investment fees and costs. • How fees influence investment returns over time. • Tools and strategies for evaluating fees and making informed financial decisions. • Case studies to illustrate the real-world impact of fees on investment performance. This workshop will be offered on a fully-funded basis to South African Trustees and Principal Officers. To non-trustees who wish to attend these workshops, a fee of R1,900 Excl. VAT will be charged. Members of the Batseta Council of Retirement Funds for South Africa can earn CPD points. 𝗘𝗡𝗥𝗢𝗟 𝗡𝗢𝗪 by clicking here https://lnkd.in/dbM8YsJT #ASISAAcademy #ASISAFoundation #InvestmentManagement #InvestmentFees #TrusteeEducation #RetirementFunds #OnlineLearning

The ASISA Academy, in partnership with the ASISA Foundation, is hosting a Recent Developments within the Retirement Fund Industry workshop on Friday, 1 November 2024 from 09:00 to 12:00 via MS Teams. The purpose of this workshop is to provide an update on the insights gained from the Two-Pot Retirement system and an overview of the latest developments in the retirement fund legislative and regulatory landscape. Click here for more information - https://lnkd.in/dPA2QmgQ Don’t miss out on this important update for retirement fund professionals! #RetirementFunds #TwoPotSystem #ASISAAcademy #FinancialServices #Legislation #Regulation #RetirementPlanning

The ASISA Academy will be hosting two 3-hour interactive online Sprints for Senior Claims Assessors focusing on topics such as Financial Assessment of Claims, and Dealing with Complaints (including complaints to the Long-Term Insurance Ombudsman). These Sprints are designed to offer a thorough overview of advanced techniques, best practices, and emerging trends for senior professionals in the life insurance industry. The Sprints will be anchored by Phumla Motsa, and the topics will be presented by guest presenters from the life insurance industry. 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: • Dates | 28 October and 6 November 2024 • Time | 09h00-12h00 • Mode | Online • Enrol | For more information and to enrol, please click here - https://lnkd.in/dbsg6C4R 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 𝗳𝗿𝗼𝗺 𝗽𝗿𝗲𝘃𝗶𝗼𝘂𝘀 𝗱𝗲𝗹𝗲𝗴𝗮𝘁𝗲𝘀: • "The presentation was good as all points were explained clearly. All my expectations were met. I benefitted a lot also from the questions asked by the attendees and the answers thereof." • "The presenter's knowledge and expertise extended outside of the scope of this specific presentation and she was able to provide a view on other challenges as well." #ASISAAcademy #ClaimsSprints #FinancialAssessmentOfClaims #DealingWithClaims

Earlier this year, the FSCA launched Phase II of the Trustee Toolkit. In response, the ASISA Academy has been offering the Foundations for Retirement Fund Trustees course to equip South African Retirement Fund Trustees with the essential knowledge and skills to fulfill their fiduciary and governance duties effectively. This course will also assist Trustees in completing the FSCA Trustee Toolkit as mandated by law. 𝗖𝗢𝗨𝗥𝗦𝗘 𝗗𝗘𝗧𝗔𝗜𝗟𝗦: These sessions will commence on 𝗠𝗼𝗻𝗱𝗮𝘆, 𝟭𝟭 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 𝘂𝗻𝘁𝗶𝗹 𝟭𝟴 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰, 𝗳𝗿𝗼𝗺 𝟬𝟵𝗵𝟬𝟬 𝘁𝗼 𝟭𝟮𝗵𝟬𝟬 𝘃𝗶𝗮 𝗠𝗦 𝗧𝗲𝗮𝗺𝘀. It includes six 3-hour workshops delivered online over three consecutive days. Sessions 1 - 4 cover phase 1 of the Trustee toolkit (Modules 1 - 11), and sessions 5 - 6 cover phase 2 of the trustee toolkit (Modules 12 - 22). 𝗪𝗛𝗬 𝗔𝗧𝗧𝗘𝗡𝗗? 🔹Free for Trustees and Principal Officers: Attend at no cost. 🔹Affordable for Non-Trustees: Fee is R1,900 Excl. VAT. 🔹Expert presenters: Gain insights from experienced RFTE presenters. 🔹CPD points: Batseta Council of Retirement Funds for South Africa members earn CPD points. For more information about this workshop, please email us at learn@asisaacademy.org.za or enrol by clicking here - https://lnkd.in/dSZeTYiP #ASISAAcademy #ASISAFoundation #TrusteeEducationTraining #RetirementFund #FSCA #CPDPoints #Governance #FiduciaryDuties #OnlineWorkshop #TrusteeToolkit

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝘁𝗼 𝘁𝗮𝗸𝗲 𝗼𝗻 𝗮𝗻 𝘂𝗻𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗱 𝗴𝗿𝗮𝗱𝘂𝗮𝘁𝗲 𝗼𝗿 𝘂𝗽𝘀𝗸𝗶𝗹𝗹 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝘁𝗲𝗮𝗺?  ASISA Academy’s NQF 7 Financial Markets Practitioner (FMP) Learnership is ideally suited for members of investment administration and client servicing teams, and also offers great value to staff working in compliance, IT, and related areas. The content focuses on investment management administration, including financial market principles, processes, and instruments from both a South African and global perspective. 𝗞𝗲𝘆 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀: 🔹12-month comprehensive learnership, including workplace activities 🔹Practical learning from seasoned industry professionals 🔹34 x 3-hour live online classroom sessions between February 2025 to January 2026 (including term breaks) 🔹External Integrated Summative Assessment (EISA) in April / May 2026 🔹Nationally recognised qualification 🔹Potential to achieve designation 𝗧𝗲𝘀𝘁𝗶𝗺𝗼𝗻𝗶𝗮𝗹𝘀: Lerato Nonyane AGA(SA), CFMP(SA) is one of the 55 delegates who have enrolled over the past three years in the Financial Markets Practitioner (FMP) Learnership with the ASISA Academy. This year, she decided to apply for her designation, and she was awarded membership of the South African Institute of Stockbrokers, the Assessment Quality Partner for the FMP qualification, as a Certified Financial Markets Practitioner (SA). Lerato’s story highlights resilience, growth, and the power of continuous learning, leading to her certification as a Financial Markets Practitioner and a leadership position. Read Lerato's full story here https://lnkd.in/dBdtA4dg Invest in your team’s future and strengthen your company's competitive edge in the financial services sector. 📧 Contact us at: info@asisaacademy.org.za 🔗 Learn more: https://lnkd.in/dHkaSeAz #ASISAAcademy #FMPLerarnership #FinancialServices #Learnership #EmployeeDevelopment #FinancialMarkets #TalentDevelopment #EISA