ASISA Academy GRID

The IMACS Bootcamp is a short course for members of Investment Administration and Client Servicing teams. This is the space where the most recent and best resources from all the Bootcamps are made available.

For more information on the programme please click here.

A series of new workshops providing high intensity learning in one-day Blitzcamps for Financial Services Industry Overviews.

An introduction to the financial services industry illustrating how the industry fits together and describing the role players.

For more information on the programme please click here.

An introduction to the Life Insurance industry providing a broad overview of how a Life Office is structured and the concepts underpinning it.  Topics include life office products, types of risk, valuation and surplus, the difference between guaranteed and market linked business and the policyholder/shareholder split.

For more information on the programme please email info@asisaacademy.org.za

This Blitzcamp provides an understanding of compliance and reporting as required by CISCA and Regulation 28 of the Pension Fund Act.

For more information on the programme please click here.

The CIS Short Course is a short course for members of Investment Administration and Client Servicing teams. This is the space where the most recent and best resources from all the Bootcamps are made available.

For more information on the programme please click here.

The Financial Markets Practitioner Learnership is best suited to members of investment administration and client servicing teams. It also offers value for staff working in related areas such as compliance and IT. The course focuses on investment management administration and exposes delegates to financial market principles, processes and instruments from both a South African and global perspective.

The CFE Bootcamp is designed to equip individuals who lead and manage in the area of CFE, both within organisations which implement their own CFE programmes as well as CFE delivery partners.

In partnership with a group of leading product developers, senior disability claims assessors and managers, senior medical officers and other industry leaders, the ASISA Academy has pioneered this new Claims Assessors Programme to address a critical scarce skill in the Insurance industry and to see Claims Assessing firmly positioned as a formal profession in South Africa.

For more information on the programme please click here.

This is the online practice examination for CFA® Level I candidates. These questions have been created by the ASISA Academy's team of lecturers who run the support workshops. To get to the exam or for more information on the support workshops that Academy runs in Cape Town and Johannesburg please info@asisaacademy.org.za

For more information on the programme please email info@asisaacademy.org.za

CFA® Institute does not endorse or warrant the accuracy or quality of the products or services offered by the ASISA Academy. In addition, no CFA® examination results or pass rates that may be published by this organisation have been verified by CFA® Institute. CFA® Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA ®Institute.

An introduction to the financial services industry painting the big picture of how the industry fits together, describing the main role players, showing the flow of funds through the industry as well as the typical products offered by the various businesses.

The course was developed in collaboration with a group of industry professionals in order to support new and existing members of investment administration, retail and compliance teams within investment management firms and CIS management companies.

For more information please click here.

This bootcamp provides new equity analysts with a practical experience in building an equity valuation model and applying various valuation tools. The bootcamp will be practical in nature and provide hands-on experience in using Excel and other tools effectively to build a model for a company.

It is aimed at new analysts entering the industry who have the necessary tertiary qualifications but have limited experience in building models and valuing companies in the workplace.

The desired outcome of the workshops is to raise the level of understanding amongst corporate communications teams of the savings and investment industry, its products as well as the challenges facing this industry and its key stakeholders. The Bootcamp is designed as an in-house programme and the delivery can be timed to be optimally compatible with your communications teams.

Click here for more information.

The Independent Financial Advisor (IFA) internship provides high potential, early career black individuals with the opportunity to participate in a structured programme with a powerful combination of theoretical knowledge, work-readiness input and practical work experience within established top performing IFA practices.

Click here for more information.

The Independent Financial Advisor (IFA) internship provides high potential, early career black individuals with the opportunity to participate in a structured programme with a powerful combination of theoretical knowledge, work-readiness input and practical work experience within established top performing IFA practices.

Click here for more information.

The ASISA Academy has partnered with universities and is offering companies and primarily B.Comm (Investment Management) students an opportunity to participate in a specialist Collective Investment Schemes (CIS) programme which will prepare graduates to enter the CIS and greater investment industry.

Click here for more information.