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

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Approval Framework

Batseta Council of Retirement Funds for South Africa (Batseta) is a SAQA recognised Professional Body in terms of the NQF Act 67 of 2008. Batseta are duly delegated to maintain standards and professionalism in the Retirement Fund sector.  The following designations are registered with SAQA on the NQF:

  • Chartered Principal Executive Officer (CPEO)

  • Associate Principal Executive Officer (APEO)

  • Licentiate Trustee

Relevance to CPD

For a designated member of Batseta to maintain his/her Professional designation, a certain complement of Continuous Professional Development (CPD) training hours must be completed annually.  In addition to this, the law requires that Trustees must also maintain their competencies. Competency development may take the form of various training activities, detailed in our CPD framework.  Members will be encouraged to check with Batseta if training activities are validated by Batseta as this could influence their ability to claim the CPD points for the training activity.


Approval of training material and events

To achieve the level of quality in respect of the training and development of members, Batseta approve training events, training content, professional readings and all other relevant training activities.  All CPD providers are invited to submit their content and information for events to be approved.

Use of Batseta trademarks

Service providers may use the Batseta logo on all their training content and training events as per the CPD logo requiremens document. CPD provider’s service offerings may be published on Batseta website.



  • Direct awareness to Batseta membership and designated members for all CPD approved training interventions

  • A regulated quality system of training in the sector

  • A greater bouquet of quality training offered to the sector


Service Providers who have Institutional accreditation or another professional body may be exempt from the approval process.  An application should still be made to Batseta to regulate the usage of the Batseta logo, but would be exempt from the approval process.  The necessary proof of approval is required.

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