This four-day (4 hours per session) is a high-level overview of what to take into account when reviewing a Pension Fund investment portfolio. It explains the terminology that is used and goes into the value and cautions of the language.  It exposes some of the myths of investment, and the mystery of financial statements and ratios, and replaces them with clear understanding.  Throughout the course, I take care to stimulate discussion, particularly as to how the topic relates to the specific case the Trustees are faced with.

The course is devoted to the steady building of confidence and knowledge using clear explanations illustrated by carefully crafted visual media and supported by practical exercises with simple numbers and personal coaching. I take care to moderate the pace of the course to ensure that everyone in the class fully understands the material.

Successful candidates will receive a certificate from Johannesburg School of Finance which will also confirm the completion of one module of the School’s Financial Management Programme. The Financial Management Programme is a unique programme comprising a series of four-day modules in practical financial management designed to develop excellent skills for effective business decisions.