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Available courses
- Anton Berkovitz: Anton Berkovitz
We now offer online Sprints on any topic that is
covered in any of our courses at the Academy. The starting point is usually the
content that would go into a day of classroom time where our expert presenters
distil the essence of the learnings from that day into an engaging 2-hour
session.
- Teacher: Anton Berkovitz
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.
- Teacher: Anton Berkovitz
An introduction to the investment management industry providing a broad overview of how an investment management business is structured and the workflow through the firm.
This Blitzcamp builds on the foundational learning from the Financial Services Industry Overview Blitzcamp showing candidates how investment research, portfolio management, dealing, administration, governance and technology fit together at an investment management firm.
For more information on the programme please click here.
- Teacher: Anton Berkovitz
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.
- Teacher: Anton Berkovitz
The Investment Management Administration & Client Servicing (IMACS) course at TSiBA is an exciting option being offered to TSiBA students interested in working in the investment management sector. The programme forms part of their TSiBA BBA degree starting in their BBA2 year and running through to the end of the final BBA3 year. Students participating on the course are sponsored by investment management firms and their service providers.
For more information on the programme please click here.
- Teacher: Anton Berkovitz
- Teacher: Jakubose Sibanda
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.
- Teacher: Russell du Bois
- Teacher: Francois Toerien
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.
- Teacher: Douglas Davids
- Teacher: Francois Toerien
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.
- Teacher: Anton Berkovitz
- Teacher: Douglas Davids
- Teacher: Francois Toerien
The purpose of the Short Course is to provide new equity analysts and/or aspiring equity analysts with practical experience in building an equity model and applying various valuation tools. The Short Course will be practical in nature and provide hands-on experience in using Excel effectively to build a model for a company.
For more information on the programme please click here.
- Teacher: David Holland
- Teacher: Francois Toerien
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.
- Teacher: Jolly Mokorosi
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 a free 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.
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.
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.
- Teacher: Anton Berkovitz
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.
- Teacher: Anton Berkovitz
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.
The Discounted Cash Flow Valuation and Decision Modelling (DCF & DM) Course is designed to provide equity analysts as well as members of strategy and finance teams within corporations and parastatals with a highly practical experience in understanding the core principles of corporate valuation modelling and incorporating elements of decision analysis in this process.
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.
- Teacher: Sunette Mulder
The ASISA Academy, in partnership with the ASISA
Foundation, is making available Trustee Education workshops at no cost to
South African retirement funds and their trustees.
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.
- Teacher: Mike Clare
- Teacher: Russell du Bois
- Teacher: Sumayya Lambey
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.
- Teacher: Mike Clare
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.
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.
This online work readiness course has
specifically been planned outside of the existing internships for graduates who
are in the market for employment opportunities as a special gesture by ASISA
Academy to help give graduates a leg up into the industry during these
challenging times.