Class of Business Training – Pension Fund Benefits

Pension Fund Benefits Class of Business Training

9 Modules | Online Learning | Knowledge Assessments

What You Are Purchasing

You are purchasing access to the Pension Fund Benefits Class of Business Training programme delivered online by Nkwali Training Consultants.

The programme develops structured knowledge of South Africa’s retirement-fund environment, including fund types, legislation, financing, management, investments, member benefits, administration, governance and industry role players.

The curriculum consists of nine online learning modules and the applicable knowledge assessments.

Your Purchase Includes

• Nine structured online learning modules.
• Explanations of retirement-fund structures and principal fund types.
• Legislative, regulatory and tax considerations.
• Defined-benefit, defined-contribution and hybrid financing arrangements.
• Investment principles and Regulation 28 content.
• Retirement, death, withdrawal and disability-benefit content.
• Administration, recordkeeping and governance guidance.
• Applicable learner resources and practical examples.
• Knowledge assessments and online progress tracking.

Who the Programme Is For

• Representatives providing relevant advice or intermediary services.
• Key Individuals managing or overseeing relevant financial services.
• Retirement-fund trustees, employees and support personnel.
• Industry entrants preparing to work in the retirement-fund or financial-services environment.

What Happens After Purchase?

1. Complete the WooCommerce checkout process.
2. Your payment and order are processed through the website.
3. Your learner account and applicable programme access are activated.
4. Log in and open the My Courses area.
5. Open Pension Fund Benefits COB and begin with Module 1.

Important Competence Information

Class of Business training provides knowledge of the broader product class. It does not replace provider-specific product training.

Completion does not independently authorise a person to provide financial services or replace applicable supervision, experience, qualification or regulatory-examination requirements.

The FSP remains responsible for determining the requirements applicable to each authorised role and retaining appropriate competence records.