Occupational Certificate: Professional Principal Executive Officer

Principal Executive Officers are the executives of retirement funds in Southern Africa. They play an important role within the governance system of a retirement fund and are vital in the proper performance of the board of trustees.

The Professional Principal Executive Officer Qualification is the first occupational qualification which provides recognition of competence in learners who wish to formalise their education and experience with a view to enhancing their career prospects. This includes trustees and a wide variety of other employee benefits functionaries.

This qualification is a much-needed stimulus for the professionalisation of the role of the Principal Officer which has historically been unstructured and undefined. It will also support the transformation imperative as it enables learners to obtain a qualification which may have been inaccessible to working individuals, as well as those unable to satisfy traditional Higher Education access criteria.

This occupational qualification will form the apex of the retirement functionary learning path and will be linked to the Principal Officer Association (POA) professional designations.

WHAT WILL THE QUALIFICATION ENABLE YOU TO DO?

A qualified learner will be able to:

  • Guide and monitor compliance with legislation.
  • Implement and monitor fund rules and Board approved policies.
  • Manage the operations of the retirement fund.

Who should Apply?

  • Current Principal Officers, trustees and retirement fund functionaries.
  • Employees working in a claims or employee benefits and compensation environment who have access to a retirement fund.

Content

Students may progress through the module at their own pace; however, they need to stay within the overall time-frame to complete the module. A schedule is provided at the start of each module.

Part 1:

  • External regulatory framework for retirement funds, 17 Credits.
  • Apply Primary Legislation to a Retirement Fund, 8 Credits.
  • Implementation and monitoring of the internal regulatory framework, 7 Credits.
  • Implement and Monitor Fund Rules and Board Approved Policies, 5 Credits.

Part 2:

  • Operational, financial and investment requirements of a retirement fund, 10 Credits.
  • Manage the Operations of the Retirement Fund, 8 Credits
  • Fund Governance and Strategic Leadership, 16 Credits.
  • Guide the Board in Its Decision-making Responsibility

Totaling: 86 Credits

Work Place Modules:

  • Apply the external regulatory framework to the fund’s operations, 15 Credits.
  • Monitor adherence to fund rules and policies, 7 Credits.
  • Manage the deliverables of a retirement fund, 5 Credits.
  • Apply sound governance practices to the management framework of the retirement fund, 37 Credits.

Totaling: 64 Credits

Learning Material

Students will have online access to their study material which will include a study guide, videos, self-assessments and relevant additional resources.

Fees

Payment may be made in two instalments. A discount will apply if the full qualification is paid upfront. Please contact our office for more information: help@mbse.ac.za

COUNCIL OF RETIREMENT FUNDS FOR SOUTH AFRICA (BATSETA) FEES

The fee for the External Integrated Summative Assessment is not included in MBSE’s tuition fees, and is payable directly to Batseta. Please contact our office for more information: help@mbse.ac.za

Dates

Applications:

Applications are open throughout the year

Registrations:

Registrations close on 22 March

Accreditation and Certification

Certification

Moonstone Business School of Excellence (Pty) Ltd acknowledges that certification in vocational education and training and the content of the certificate are regulated by the National Board of Education and governed by the SAQA Act, 1995 (Act No 58 of 1995) as well as Regulation 1 of the Regulations for the Registration of Private Higher Education Institutions, 2002 (hereafter referred to as “the Regulations”).

Institutional vocational education and training

Learners are awarded an occupational qualification upon the successful completion of the EISA which will be set by the Assessment Quality Partner (AQP) Batseta.

Method of training

Online learning.

ADMISSION REQUIREMENTS

  • An NQF level 5 or above industry-related qualification (including commercial/finance/law or human resources)
  • Work, under supervision of, or in contractual agreement with a current Principal Officer/Retirement Fund Board Member (three or more years’ experience)
  • How to Apply?

    Please have these documents ready when applying:

    • Certified copy of your NQF level 5 qualification
    • Certified copy of any other qualification you hold
    • Certified copy of your ID/Passport
    • Up-to-date CV

    Assessments

    Students will have to successfully complete online Formative Assessments and Workplace Based Assignments to be found Competent and to gain entry into the External Integrated Summative Assessment, set by Batseta.

    overview

    Starting Date:
    1 April

    Applications:
    Applications are open throughout the year

    Registrations:
    Registrations close on 22 March

    Method of Training:
    Online learning

    COURSE DURATION
    18 months

    ADMISSION REQUIREMENTS
    An NQF level 5 or above industry-related qualification (including commercial/finance/law or human resources);

    Work, under supervision of, or in contractual agreement with a current Principal Officer/Retirement Fund Board Member (three or more years’ experience

    Fee:
    Payment may be made in two instalments. A discount will apply if the full qualification is paid upfront. Please contact our office for more information: help@mbse.ac.za

    COUNCIL OF RETIREMENT FUNDS FOR SOUTH AFRICA (BATSETA) FEES
    The fee for the External Integrated Summative Assessment is not included in MBSE’s tuition fees, and is payable directly to Batseta. Please contact our office for more information: help@mbse.ac.za 

    Principal Executive Officers are the executives of retirement funds in Southern Africa. They play an important role within the governance system of a retirement fund and are vital in the proper performance of the board of trustees.