TRUSTEE QUALIFICATION

Learn more about all the education platforms and developments within Batseta here.

 

Qualification

Qualification Title

Occupational Certificate: Professional Principal Executive Officer (Retirement Fund Trustees)

SAQA ID: 99574

NQF: Level 05

Credits: 120

Course Curriculum

Knowledge modules:
134910001-KM-01: Governance and strategic direction and control NQF level 5 (4)
134910001-KM-02: Legal requirements and common law (statutes,   regulations, directives, notices and circulars) NQF level 5 (10)
134910001-KM-03: Rules and operations of a retirement fund NQF level 5 (5)
134910001-KM-04: Governance of Fund assets NQF level 5 (16)

134910001-KM-05: Financial requirements of a retirement fund NQF level 5 (8)

134910001-KM-06: Risk Management NQF level 5 (15)

Total number of credits for knowledge modules: 48

Practical Skill modules:
134910001-PM-01: Govern the activities of the Board. NQF level 5 (8)
134910001-PM-02: Select and conduct on-going assessment of service providers in the process of overseeing the operations of the Fund. NQF level 5 (4)
134910001-PM-03: Review and approve financial statements, rule amendments and applicable regulatory submissions. NQF level 5 (8)
134910001-PM-04: Formulate the investment strategy and monitor the performance of fund assets in terms of applicable laws and regulations, Fund rules and policies. NQF level 5 (28)
Total number of credits for practical skills modules: 48

This qualification also requires the following compulsory Work Experience Modules:
134910001-WM-01: Processes related to contributing to the governance of the Board. NQF level 5 (4)
134910001-WM-02: Processes related to the oversight of the operations of the Fund. NQF level 5 (8)
134910001-WM-03: Establishment of processes used to formulate the investment strategy and monitor the performance of fund assets in terms of applicable laws, regulations, Fund rules and policies. NQF level 5 (12)

Total number of credits for Work Experience Modules: 24

Recognition of Prior Learning (RPL) Programme

Please click on the links below for more information about RPL and to download the relevant documentation.

 

    RPL Fees (VAT Inclusive): Proffessional Principal Executive Officer Retirement Fund Trustee

  • Non Refundable Registration Fee R 725.00 (Payable with the submission of this application form)

  • Programme Fee R5 615.00 (Payable before receiving the material and access to study)

  • Examination Fee R2 717.00 (Payable before writing the exam)

  • Re-Registration Fee R  906.00 (Payable with application to re-register)

  • Supplementary Exam Fee R1 449.00 (Payable before access letter is granted to the exam)

 Terms and Conditions

 

  1. All submission requirements must be submitted by the required due dates to be eligible to write the final exam.

  2. All required fees must be paid with proof of payments submitted within the required timeframes.

  3. All information provided must be verifiable, complete and truthful.

Accreditation of Assessment Centres 

To view the list of accredited Assessment Centres available on the QCTO website, please click here

To download the Assessment Centre evaluation tool, please click here