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Welcome to Strategic Wealth’s Introductory Program on Retirement Fund Essentials

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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.

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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.

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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.

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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
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