Investment Strategy Development For Retirement Funds And Medical Schemes Training

Learning Outcomes

• Analyze the legislative and regulatory environment governing retirement funds and medical schemes in South Africa.
• Design an investment strategy that aligns with the fund's risk profile, liabilities, and member demographics.
• Evaluate asset classes and investment vehicles to construct a diversified portfolio.
• Implement a monitoring framework to assess investment performance and compliance.
• Apply ethical and governance principles to investment decision-making processes.
• Demonstrate the ability to review and adjust investment strategies in response to changing economic conditions.

Target Audience

This course is designed for investment committee members, fund managers, trustees, and financial advisors involved in the governance or management of retirement funds and medical schemes in South Africa.

Prerequisites

None — open enrollment. However, a basic understanding of financial markets and investment concepts is beneficial.

Course Outline

Practicals

Overview

Learners apply theoretical concepts through case studies and practical exercises, including constructing a sample investment policy statement and performing asset allocation simulations. These activities reinforce understanding of regulatory constraints and investment decision-making.

Practical Activities

• Case Study: Fund Profile Analysis — Learners analyse a fictional retirement fund's member demographics, liability structure, and risk profile to identify key investment objectives and constraints. (1h)
• Asset Allocation Simulation — Using a provided tool, learners allocate assets across different classes to meet a target return while managing risk, given a fund's time horizon and liquidity needs. (1h)
• Drafting an Investment Policy Statement (IPS) — Learners draft a simplified IPS for a medical scheme or retirement fund, incorporating regulatory guidelines and best practices. (1h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.