To provide trustees of retirement funds with the knowledge and skills to participate effectively from a financial point of view in their roles as trustees.
A detailed workbook containing theory as well as practical case study material. Discussion exercises in small groups facilitate transfer of learning into the real-life situation.
WHEN TO DO THE TRAINING
Best before a trustee’s meeting so that immediately after the training, the practical application is experienced. Delegates are prepared using the previous financial period’s results as a template.
Course duration is one day, presented in-company.
FOR WHOM INTENDED
Trustees of retirement or medical funds who may not have a financial background but nevertheless carry the responsibility and accountability vested in a trustee.