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Unisa, Centre for Business Management Insurance Programmes for ...

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Payments can be made per credit card, cheque,<br />

electronic transfer or direct deposit.<br />

All registration <strong>for</strong>ms must be accompanied by:<br />

• a copy of your highest qualification<br />

• a copy of your Identity document<br />

Enquiries:<br />

Programme Admin Office:<br />

IISA <strong>Programmes</strong> in <strong>Insurance</strong><br />

<strong>Centre</strong> <strong>for</strong> <strong>Business</strong> <strong>Management</strong><br />

P O Box 392 UNISA 0003<br />

Tel: 012 429 4037<br />

Fax: 086 693 7433<br />

E-mail: iisa@unisa.ac.za<br />

Programme Co-ordinators:<br />

Mr Frank van der Meer<br />

Tel: 012 429 3726<br />

Fax: 086 642 2129/012 429 3881<br />

E-mail: vdmeef@unisa.ac.za<br />

Ms Cecile de Swardt<br />

Tel: 012 429 4017<br />

Fax: 086 641 5326/012 429 4955<br />

• E-mail: dswarcj@unisa.ac.za<br />

llSA lntroductory Programme in Retirement<br />

Fund <strong>Management</strong><br />

Qualification code: 76600<br />

This programme is one in a range of programmes that<br />

were designed to specifically address the needs of the<br />

insurance industry and were transferred to <strong>Unisa</strong> CBM<br />

with effect from 2005. From 2009 the Programme has<br />

been revised and restructured to meet the <strong>Unisa</strong><br />

Semester Structure and the preferred <strong>for</strong>mat of the<br />

Higher Education Qualification Framework. This is the<br />

first part of the Programme in Retirement Fund<br />

<strong>Management</strong>. The programme improves the<br />

employability of learners in the sense that the<br />

successful completion of the programme enables them<br />

to become retirement fund practitioners with a good<br />

understanding of retirement benefit design, fund<br />

financing and investment decisions and apply sound<br />

fund administration with due cognisance of legislation<br />

pertaining to retirement funds.<br />

Duration<br />

Twelve months (600 notional hours). Students may<br />

complete the programme over a longer period and, in<br />

fact, it is doubtful whether students can complete the<br />

Programme in a single semester.<br />

Registration requirements<br />

A national senior certificate (FETC) or equivalent SAQA<br />

registered NQF Level 4 senior certificate, or<br />

an IISA ICiBS qualification<br />

AND<br />

IISA Short Course in Elements of Retirement Funds<br />

(Qual 76627), or<br />

at least 24 <strong>Insurance</strong> credits on SAQA registered NQF<br />

Level 4.<br />

Content<br />

Students must complete the following modules:<br />

Code<br />

IPST01E<br />

ICRF02L<br />

ICRF03M<br />

ICRF04N<br />

ICRF05P<br />

Module<br />

Legal Framework of lnsurance<br />

lntroduction to Fund Administration<br />

lntroduction to Benefit Design<br />

lntroduction to Fund Financing<br />

Introduction to lnvestment <strong>Management</strong><br />

Applications <strong>for</strong> exemptions and credits<br />

Application <strong>for</strong> new exemptions and exemptions <strong>for</strong><br />

credits previously obtained through IISA or other<br />

institutions <strong>for</strong> this Programme will be combined with<br />

such applications under the IISA Programme in<br />

Retirement Fund <strong>Management</strong> and must be made with<br />

the Programme Admin Office on the prescribed <strong>for</strong>m.<br />

Teaching method<br />

Distance education. Two assignments must be<br />

submitted and will count towards the final mark.<br />

Evaluation and examination<br />

NB Take careful note of the semester during which the<br />

elective modules are available, in the selection of<br />

modules and to plan your studies and the completion of<br />

the Programme.<br />

Examinations may be written during May/June <strong>for</strong><br />

semester one, and November <strong>for</strong> semester two at any<br />

one of <strong>Unisa</strong>'s examination centres throughout the<br />

world. An extra levy will be charged to students writing<br />

outside the borders of South Africa. A <strong>for</strong>mal 2-hour<br />

examination question paper will be set <strong>for</strong> each module.<br />

Candidates must obtain at least 50% per module to<br />

pass. A mark of 75% will constitute a distinction.<br />

Supplementary examinations will be written in the next<br />

semester and carry an additional examination fee.<br />

The assignments count 10% towards the final mark,<br />

while the examination counts 90%. If you are<br />

unsuccessful in the examination, you will need a<br />

minimum of 40% to be awarded a supplementary<br />

(rewrite) examination.<br />

Certificate<br />

12 Contact us at : (012) 429 4037 fax-to-email: 0866937433 email: iisa@unisa.ac.za

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