Equipping Trustees to fulfill their role and responsibilities
In this well-regulated and ever-changing environment, our Trustee Training Courses equip trustees with the necessary knowledge, skills, values and attitudes to properly fulfil their oversight and control function within the fund.
This training is available as either unit standard based training, which involves a nationally recognised assessment or as a non-aligned course. Attendees are not required to have any prior experience or knowledge to attend this training.
Walk away empowered and with the confidence to manage your fund in the best way possible to benefit all its members.
Course content covers:
- The different types of funds, benefits payable and taxation
- Legislative environment
- The various industry role-players
- Board composition
- The fiduciary duties and responsibilities of trustees
- Principles of good governance
- Death Benefit Distribution
- Fund Investments
InvestmentWise was awarded the
Training Provider of the Year
accolade by the Principal Officers’ Association (POA) in 2009 and 2012.