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ASISA Academy Developing and delivering highly practical learning solutions for South Africa's Savings, Life Assur The Academy is accredited by the BANKSETA.

The ASISA Academy creates, evolves and delivers high quality learning solutions to meet the learning and development needs of South African Savings, Life Assurance and Investment Management organisations. Our learning solutions are informed by and responsive to industry realities, delivered in an academically sound and practitioner-led manner.

This month's edition of the ASISA Academy Newsflash highlights the impact of investing in people, partnerships, and long...
07/10/2026

This month's edition of the ASISA Academy Newsflash highlights the impact of investing in people, partnerships, and long-term learning.

Some highlights include:
โœ… Sanlam Private Wealth's ongoing commitment to the IMACS@TSIBA Internship Programme, creating valuable pathways into the investment industry.
โœ… Nine Fezeka graduates successfully passing the CFA Level I examination.
โœ… Continued learning partnerships with organisations such as Ninety One, Sygnia and Just Share through our Investment Sprints and Blitzcamps.
โœ… Inspiring alumni success stories that demonstrate the lasting impact of our graduate programmes.

๐Ÿ”— Read the full Newsflash here: https://createsend.com/t/r-546AF79F75A69A132540EF23F30FEDED

We are happy to announce that the UCT Investment Management Industry (IMI) Short Course is now fully online! This course...
29/06/2026

We are happy to announce that the UCT Investment Management Industry (IMI) Short Course is now fully online! This course is aimed at new entrants into the financial services industry, or those servicing the industry, such as software and legal firms.

๐—ช๐—ต๐—ฎ๐˜ ๐˜†๐—ผ๐˜‚'๐—น๐—น ๐—ด๐—ฎ๐—ถ๐—ป:
โœ… A deep understanding of the investment management landscape, legislation, and financial products
โœ… Practical knowledge of investment operations and client servicing
โœ… An officially UCT-endorsed certificate upon successful completion

๐—–๐—ผ๐˜‚๐—ฟ๐˜€๐—ฒ ๐—ฑ๐—ฒ๐˜๐—ฎ๐—ถ๐—น๐˜€:
๐Ÿ—“๏ธ Next intake: 4-6, 11-13, 18-20, 25-27 August 2026
๐Ÿ•“ Time: 09h00 โ€“ 12h30 (daily)
๐Ÿ‘ฉโ€๐Ÿซ Format: Online via MS Teams
๐Ÿ’ฐ Course fee: R20,200 + VAT

Whether you're new to the industry or an experienced professional looking to upskill, this course is designed for you. Learn more and enrol today ๐Ÿ‘‰ https://www.asisa.org.za/academy/programmes/short-courses/uct-investment-management-industry-imi-short-course/

๐Ÿ’ก๐—๐—ผ๐—ถ๐—ป ๐˜‚๐˜€ ๐—ณ๐—ผ๐—ฟ ๐— ๐—ผ๐—ป๐—ฒ๐˜† ๐—ฆ๐—บ๐—ฎ๐—ฟ๐˜ ๐—ช๐—ฒ๐—ฒ๐—ธ ๐—ฆ๐—” ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ! ๐Ÿ’กAs part of ๐— ๐—ผ๐—ป๐—ฒ๐˜† ๐—ฆ๐—บ๐—ฎ๐—ฟ๐˜ ๐—ช๐—ฒ๐—ฒ๐—ธ ๐—ฆ๐—ผ๐˜‚๐˜๐—ต ๐—”๐—ณ๐—ฟ๐—ถ๐—ฐ๐—ฎ (๐— ๐—ฆ๐—ช๐—ฆ๐—”) ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ, the ASISA Academy Alumni ...
26/08/2025

๐Ÿ’ก๐—๐—ผ๐—ถ๐—ป ๐˜‚๐˜€ ๐—ณ๐—ผ๐—ฟ ๐— ๐—ผ๐—ป๐—ฒ๐˜† ๐—ฆ๐—บ๐—ฎ๐—ฟ๐˜ ๐—ช๐—ฒ๐—ฒ๐—ธ ๐—ฆ๐—” ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ! ๐Ÿ’ก

As part of ๐— ๐—ผ๐—ป๐—ฒ๐˜† ๐—ฆ๐—บ๐—ฎ๐—ฟ๐˜ ๐—ช๐—ฒ๐—ฒ๐—ธ ๐—ฆ๐—ผ๐˜‚๐˜๐—ต ๐—”๐—ณ๐—ฟ๐—ถ๐—ฐ๐—ฎ (๐— ๐—ฆ๐—ช๐—ฆ๐—”) ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ, the ASISA Academy Alumni Committee invites you to an exciting financial literacy webinar designed to equip young professionals and university students with the knowledge and tools to make smarter money choices.

Hear from three dynamic alumni presenters, each sharing practical insights on different financial topics relevant to your journey as you build your career and financial future. ๐Ÿš€

Donโ€™t miss this opportunity to learn and engage in meaningful conversations around financial literacy. ๐—ฅ๐—ฆ๐—ฉ๐—ฃ ๐—ต๐—ฒ๐—ฟ๐—ฒ: 9d2be729-fb9d-441a-aaff-8ef90ff697b6@53ed9f9b-1781-43ce-8b5f-017d5dfcc2d2" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/9d2be729-fb9d-441a-aaff-8ef90ff697b6@53ed9f9b-1781-43ce-8b5f-017d5dfcc2d2

๐Ÿ“ข ๐—ฆ๐˜๐—ฎ๐˜† ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ ๐—ถ๐—ป ๐—ฎ๐—ป ๐—ถ๐—ป๐—ฐ๐—ฟ๐—ฒ๐—ฎ๐˜€๐—ถ๐—ป๐—ด๐—น๐˜† ๐—ฑ๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น ๐˜„๐—ผ๐—ฟ๐—น๐—ฑ!The ASISA Academy is proud to introduce a new Retirement Fund Trustee Educ...
08/04/2025

๐Ÿ“ข ๐—ฆ๐˜๐—ฎ๐˜† ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ ๐—ถ๐—ป ๐—ฎ๐—ป ๐—ถ๐—ป๐—ฐ๐—ฟ๐—ฒ๐—ฎ๐˜€๐—ถ๐—ป๐—ด๐—น๐˜† ๐—ฑ๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น ๐˜„๐—ผ๐—ฟ๐—น๐—ฑ!

The ASISA Academy is proud to introduce a new Retirement Fund Trustee Education (RFTE) workshop on ๐—–๐˜†๐—ฏ๐—ฒ๐—ฟ๐˜€๐—ฒ๐—ฐ๐˜‚๐—ฟ๐—ถ๐˜๐˜†, tailored for South African retirement fund trustees and principal officers.

This workshop is designed to give South African Retirement Fund trustees a deeper understanding of cybersecurity and cyber resilience, highlighting their relevance to retirement funds and tailored to meet the critical requirements of the Joint Standard 2 of 2024.

By examining cybersecurity threats, legislation, and real-world case studies, you will walk away with practical tools to safeguard your fund and confidently implement vital cybersecurity practices.

๐Ÿ“… Workshop dates to be confirmed soon
๐Ÿ“ฉ Express your interest today by emailing ๐—Ÿ๐—˜๐—”๐—ฅ๐—ก@๐—ฎ๐˜€๐—ถ๐˜€๐—ฎ๐—ฎ๐—ฐ๐—ฎ๐—ฑ๐—ฒ๐—บ๐˜†.๐—ผ๐—ฟ๐—ด.๐˜‡๐—ฎ

Let us strengthen cyber resilience across the retirement fund industry โ€” together.

The March edition of the ASISA Academy Newsflash showcases our Graduate Programmes, including the Independent Financial ...
02/04/2025

The March edition of the ASISA Academy Newsflash showcases our Graduate Programmes, including the Independent Financial Advisor (IFA) Internship and the Fezeka Graduate Programme, highlighting success stories of individuals who have navigated their paths in the financial services industry. Additionally, we spotlight the IMACS@TSIBA Internship, connecting companies with high-potential undergraduate students from TSIBA Business School, which recently celebrated its 21st anniversary.

To read more about these initiatives and their impact, please visit our March Newsflash: https://www.asisa.org.za/academy/newsflashes/

The ASISA Academy, in partnership with the ASISA Foundation, delivers a range of engaging, online, CPD points-bearing wo...
27/03/2025

The ASISA Academy, in partnership with the ASISA Foundation, delivers a range of engaging, online, CPD points-bearing workshops on a fully-funded basis to South African Trustees and Principal Officers. To non-trustees who wish to attend these workshops, a fee of R2,025 Excl. VAT will be charged.

Explore a range of Retirement Fund Trustee Education (RFTE) workshops available from May:

โœ…Investment Fundamentals - 9 & 12 May 2025
โœ…Trustee Governance and Ethics - 14 & 15 May 2025
โœ…Section 37C Death Benefits - 26 May 2025
โœ…Two-Pot System - 29 May 2025

Click on this link to view a list of scheduled workshops - https://www.asisa.org.za/academy/learning-calendar-retirement-fund-trustee-education/

18/03/2025

Are you a retirement fund trustee seeking to enhance your knowledge and skills, and complete your FSCA Trustee Toolkit? The ASISA Academy, in partnership with the ASISA FoundationASISA Foundation, invites you to attend the ๐—™๐—ผ๐˜‚๐—ป๐—ฑ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—™๐˜‚๐—ป๐—ฑ ๐—ง๐—ฟ๐˜‚๐˜€๐˜๐—ฒ๐—ฒ๐˜€ ๐˜„๐—ผ๐—ฟ๐—ธ๐˜€๐—ต๐—ผ๐—ฝ this April. These interactive sessions are designed to provide trustees with essential knowledge and practical insights to fulfill their fiduciary responsibilities confidently.

๐—ช๐—ข๐—ฅ๐—ž๐—ฆ๐—›๐—ข๐—ฃ ๐——๐—˜๐—ง๐—”๐—œ๐—Ÿ๐—ฆ:
This workshop will be delivered online via MS Teams over six sessions, covering key aspects of the FSCA Trustee Toolkit.

๐Ÿ“… Date: 11, 14, 23, 24 April | 6, 9 May 2025
๐Ÿ•˜ Time: 09h00-12h00
๐Ÿ“ Delivery: Online via MS Teams
๐Ÿ’ฐWorkshop fee: No cost to Retirement Trustees and Principal Officers. Non-trustees will be required to pay R2,025 + VAT for each session.

๐—ช๐—›๐—ฌ ๐—ฆ๐—›๐—ข๐—จ๐—Ÿ๐—— ๐—ฌ๐—ข๐—จ ๐—”๐—ง๐—ง๐—˜๐—ก๐——?
โœ… Complete the FSCA Toolkit with expert guidance.
โœ… Interactive sessions with experienced RFTE presenters.
โœ… Q&A opportunities for deeper understanding.
โœ… Presentation slides provided after each session.
โœ… Earn CPD points as a Batseta member.
โœ… Industry-approved workshop for retirement fund trustees.

Learn more and secure your place now https://www.asisa.org.za/academy/programmes/retirement-fund-trustee-education-rfte/foundations-for-retirement-fund-trustees/

Are you a retirement fund trustee looking to deepen your expertise and strengthen your governance skills? The Advanced C...
13/03/2025

Are you a retirement fund trustee looking to deepen your expertise and strengthen your governance skills?

The Advanced Course for Trustees, presented by the ASISA Academy, is designed to support trustees pursuing the Principal Officer (PO) qualification through Recognition of Prior Learning (RPL) with Batseta - Council of Retirement Funds for South Africa. This course is also perfect for trustees seeking advanced knowledge in fund governance, risk management, and investment strategies.

๐Ÿ”—Read more and enrol https://createsend.com/t/r-AD8F49F6A5AE908F2540EF23F30FEDED

Are you a retirement fund trustee seeking to enhance your knowledge and skills, and complete your trustee toolkit? The A...
13/03/2025

Are you a retirement fund trustee seeking to enhance your knowledge and skills, and complete your trustee toolkit? The ASISA Academy, in partnership with the ASISA Foundation, invites you to attend the Foundations for Retirement Fund Trustees workshop this April. These interactive sessions are designed to provide trustees with essential knowledge and practical insights to fulfill their fiduciary responsibilities confidently.

๐—ช๐—ข๐—ฅ๐—ž๐—ฆ๐—›๐—ข๐—ฃ ๐——๐—˜๐—ง๐—”๐—œ๐—Ÿ๐—ฆ:
This workshop will be delivered online via MS Teams over six sessions, covering key aspects of the Trustee Toolkit.

๐Ÿ“… Date: 11, 14, 23, 24 April | 6, 9 May 2025
๐Ÿ•˜ Time: 09h00-12h00
๐Ÿ“ Delivery: Online via MS Teams
๐Ÿ’ฐWorkshop fee: No cost to Retirement Trustees and Principal Officers. Non-trustees will be required to pay R2,025 + VAT for each session.

๐—ช๐—›๐—ฌ ๐—ฆ๐—›๐—ข๐—จ๐—Ÿ๐—— ๐—ฌ๐—ข๐—จ ๐—”๐—ง๐—ง๐—˜๐—ก๐——?
โœ… Complete the FSCA Toolkit with expert guidance.
โœ… Interactive sessions with experienced RFTE presenters.
โœ… Q&A opportunities for deeper understanding.
โœ… Presentation slides provided after each session.
โœ… Earn CPD points as a Batseta member.
โœ… Industry-approved workshop for retirement fund trustees.

Secure your place now https://forms.office.com/Pages/ResponsePage.aspx?id=m5_tU4EXzkOLXwF9XfzC0ibSN1T0DjhMnlQgr9mLV_5UMEFKSENUWDdYMUk4U0NaNURQVTNGM0NaNy4u

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1 Mariendahl Lane
Cape Town
7700

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