ASISA Academy - Programmes

FAIS Fit & Proper Regulatory Exam Readiness programme

frame-examAre you concerned about the Fit & Proper Level One Regulatory Exams? Are you pressed for time and need guidance in preparing?

The ASISA Academy is offering a series of Exam Readiness Workshops for Category I, II and IIA Key Individuals and Representatives that will…

  • Review the important focus areas for the Level One exams.
  • Focus on the key aspects of FAIS, FICA and Code of Conduct for your role in the financial services industry.
  • Hone your multiple choice exam technique by providing the sort of questions you will be up against.
  • Read more: FAIS Fit & Proper Regulatory Exam Readiness Programme

 

Chartered Financial Analyst Level One exam readiness Programme (CFAI)

frame-analysisThe Academy has hosted Saturday support workshops for CFA Level I candidates since June 2008 based on the very successful formula of…

  • Tapping into the experience of our team of some of SA’s finest university finance lecturers, half of whom are CFA charterholders.
  • Focus on examination techniques. This is not a short cut! You study – we’ll help you apply your learning to prepare for the exam.
  • Read more: Chartered Financial Analyst Support Programme

 

Investment Management Administration & Client Servicing (IMACS) programme

frame-investIMACS was designed in collaboration with a group of industry professionals in order to support new members of investment administration and client servicing teams in as practical a way as possible to bridge the gap between the theory learned at university and the realities of the workplace.

Read more: Investment Management Administration & Client Servicing (IMACS) programme

   

equity analyst bootcamp

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Would you like to:

…Update your knowledge of investment styles and philosophies?

…See the bigger picture of the financial services industry in SA?

…Get your hands dirty with our valuation tools?

Read more: Equity Analyst Bootcamp

 

Trustee Education Programme (TrustEd)

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ETHICS WORKSHOP

The Reality of Ethics in Investment Management

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  • What does it mean to be ethical?
  • What are some of the typical situations in investment management where ethical dilemmas arise?
  • Where do we look for guidance when confronted by these issues?
  • What action do we take?

Join Terence Berry, Principal of the ASISA Academy and CFA South Africa Board member, for an active 90 minutes to engage around these issues and develop solutions in your mind based on the CFA Institute's Code of Ethics and Standards of Professional Conduct.

Read more: Ethics Workshop

 

PARTNER IN LEARNING PROGRAMME - IMACS at the TsIba school of finance

frame-partnershipThe TSiBA School of Finance, powered by the ASISA Academy, offers you a unique opportunity to tap into TSiBA graduate talent on its first Investment Management Administration & Client Servicing (IMACS) Programme

Talented TSiBA students…preparing your future employees while they study

   

Life insurance UNDERWRITERS' programme

frame-insuranceIn partnership with a group of leading underwriters, senior medical officers and other industry leaders, the ASISA Academy is pioneering a new programme that will see Underwriting firmly positioned as a formal profession in South Africa. We are excited to have launched the first course in September 2011. The following summary gives a taste of what is in store for the programme’s eleven candidates…

Programme Duration
Thirty days at the Academy comprising five consecutive days per month from September 2011 to March 2012 (with a break in December).

Read more: Life Insurance Underwriters' Programme