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Class of Business Training: Pension Fund Benefits
Firstly, welcome to your active Pension Fund Benefits course. In addition, this page gives you direct access to the learner resources, course introduction and nine retirement-fund learning modules.
Build practical Pension Fund Benefits knowledge
To begin with, this course introduces South Africa’s retirement-fund environment, including fund structures, financing, legislation, investments, member benefits and governance. Moreover, the lessons connect regulatory knowledge with the responsibilities of financial-services providers, representatives, key individuals and trustees.
Specifically, learners begin with retirement-fund foundations. Thereafter, the course examines legislation, financing and fund management. Furthermore, later modules cover investments, benefits, administration, governance and industry role players. Finally, the complete sequence provides an integrated view of the Pension Fund Benefits class of business.
Class of Business knowledge
Importantly, COB training covers the broader financial-product class. By comparison, product-specific training explains the detailed features, risks and conditions of a particular provider’s product.
Complete the course in sequence
First, review the learner resources and course introduction. Afterwards, complete Modules 1 to 9 in the order shown below.
Nkwali Training COB Manual: Pension Fund Benefits
Use the learner manual while completing the online lessons, activities and assessments.
Complete the course progressively
Accordingly, follow the sequence below so that each lesson builds on the knowledge developed in the previous stage.
Regulatory context
Specifically, Board Notice 194 of 2017 includes Pension Fund Benefits within the Class of Business competence framework. However, the FSP remains responsible for confirming each learner’s applicable requirements and maintaining completion records.
Read Board Notice 194 of 2017 →Need help while learning?
For example, if you cannot open a lesson or complete an activity, contact Nkwali Training. Furthermore, include your full name and the lesson concerned when requesting help.
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