Strategic Wealth’s introductory program on Retirement Fund Essentials is a powerful but relatively simple online training program.
This program is particularly relevant for Trustees, Officials, and other Stakeholders of retirement funds in Botswana and will take the learner through investment and compliance topics relating to the retirement fund industry.
The Program made up of twelve modules, runs for twelve months and needs up to eight hours a month of application to complete.
The regulatory environment and practice in Botswana require retirement fund trustees to be experts and to actively continue to develop themselves through ongoing training. Strategic Wealth, an asset consulting firm, is dedicated to enabling fund Trustees to grow their understanding and awareness by sharing knowledge with them and creating insight.
The Program covers Key Investment Principles, Compliance for Retirement Funds and Basic Fund Administration and Accounting Principles.
The Program is at an introductory level and aims to provide a basic understanding of the topics covered. Although much information is covered, this is not meant to be an advanced course. The Program engages participants individually on an ongoing basis and provides enough time for each person to bring themselves up to the course standard at their own pace.
While the Program was developed for the Botswana Retirement Fund industry, many topics are universal and should be of interest to persons responsible for the care of assets of other third-party institutional funds.
Program Agenda and Timeline:
Date |
Program Details |
Month 1 |
Course Welcome
Investment Concepts Part One
|
---|---|
Month 2 |
Investment Concepts Part Two
|
Month 3 |
General Compliance
|
Month 4 |
Investment Monitoring & Evaluation
|
Month 5 |
Investing for Your Fund
|
Month 6 |
Financial Markets & Products |
Month 7 |
Retirement Fund Legislation & Governance
|
Month 8 |
Fund Finance & Accounting |
Month 9 |
Investment Administration
|
Month 10 |
Committee Oversight & Processes
|
Month 11 |
Case Studies
|
Month 12 |
Member Outcomes and Communication
|