CPD: Refresher Pension Funds Benefits

6 CPD

R586.43

This course covers features, fee structures, charges, costs and risks associated with investing or transacting in Pension Fund Benefits products. The course also covers legislation, tax implications, and specific products that are appropriate for different needs.

The focus is on pension and provident funds but related products are also covered and include retirement annuities, preservation funds, annuity products and group risk benefits.

Description

Focus Area:

  1. Identify the general (risk and investment) financial needs of clients or groups of clients in respect of products within the class of business.
  2. Describe the general characteristics, terms and features of the products within the class of business.
  3. Describe the typical fee structures, charges and other costs associated with products within the class of business.
  4. Describe the general investment and risk principles, options and strategies associated with investing, purchasing or transacting in products within the class of business.
  5. Describe (if relevant), the impact of applicable economic and environmental factors such as economic business cycles, inflation, monetary and fiscal policies, interest rates and exchange rates on the products within the class of business.
  6. Explain the legislative and tax implications applicable to the products within the class of business.
  7. Assess the appropriateness of products within the class of business for specific client need.

Who should register?
Financial planners, financial advisors, para-planners, business owners

CPD information

6 FSCA CPD points on completion and pass of assessment.