Designations

Application for Designations

 2017 Application Dates

 The 2017 application dates are as follows:

  • 13 February -28 February
  • 5 May -19 May
  • 12 June - 30 June
  • 26 September- 13 October

The application windows are set up to align our internal administrative system with all applications. This will streamline the applications for all designations. Although Batseta has application windows, applicants are welcome to apply outside of these windows on request. This request can be sent to Jabu Mngxekeza on the email: jabu@batseta.org.za 

Professional Designations

The designations that have been registered under the National Qualifications Framework Act of 2008:

  • Associate Principal Executive Officer (APEO)
  • Chartered Principal Executive Officer (CPEO).

Criteria

The criteria for the above designations are as follows:

Associate Principal Executive Officer (APEO)

  • Practising Principal officer 
  • Membership up to date
  • Fit and Proper as per FSB Directive No 5 or any applicable law
  • Bound by our code of professional conduct
    • NQF 5 & 6 qualification with two years’ relevant practical experience, or
    • Occupational qualification registered above NQF 4 with SAQA, with functional communication and numeracy at NQF 5, and at least 3 years of relevant retirement fund work experience, or
    • Senior Certificate or equivalent registered at NQF 4 with SAQA, with functional communication and numeracy at NQF 5, and at least 5 years of relevant retirement fund work experience, or
    • Certificate registered at NQF 7 with SAQA for Professional Principal Executive Officers
  • Participate in CPD – 50 CPD hours per reporting period.
  • FSB Trustee Toolkit Summative Assessment Certificate of Completion

Chartered Principal Executive Officer (CPEO)

  • Practising principal officer
  • Membership up to date
  • Fit and Proper as per FSB Directive No 5 or any applicable law
  • Bound by our code of professional conduct
    • Certificate for the  Professional Principal Executive Officer Occupational Qualification (NQF 7 level) or
    • Completed the Board Assessment successfully (NQF 7)
  • Participate in CPD – 60 CPD hours per reporting period.
  • FSB Trustee Toolkit Summative Assessment Certificate of Completion

Designation Application Fee

The fee to apply for your designation is R1000 VAT exclusive.  The payment for the designation application has to be done after the successful evaluation of your application.  

How to claim your designation

The time has now come for you to claim your professional designation if you are a practising Principal Officer and we urge you to take advantage of this opportunity. Once you meet the criteria of the qualification we will be in a position to confer your relevant designation. You will receive the title of the designation as well as a personal registration number. Annual renewal of your designation will be subject to the Batseta policy for maintaining designations and CPD. All successful candidates will have their details uploaded onto the National Learner Records Database (NLRD) and we will help maintain the database annually.

At the moment ONLY the Associate Principal Executive Officer designation can be conferred as the CPEO is linked to the new PPEO qualification which has not been implemented as yet.

Click here to apply for your designation.

To claim your designation, please contact Jabu Mngxekeza, at jabu@batseta.org.za for the relevant application documentation.