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For trustees and practitioners

Training & Certification

Trustees are responsible for other people's retirement savings. ZAPF prepares them for that responsibility through the Certificate of Proficiency (C.O.P) and practical short courses.

How to become a certified trustee

The Certificate of Proficiency (C.O.P) follows four steps. Intakes run every quarter.

  1. Step 1: Register for an intake

    Register online or through your fund. Registration opens at the start of each quarter.

  2. Step 2: Attend preparation classes

    Classes cover fund governance, the legal framework, investments and administration.

  3. Step 3: Sit the examination

    The examination is held at the end of each intake on a published date.

  4. Step 4: Receive your certificate

    Successful candidates receive the Certificate of Proficiency, recognised across the industry.

Register for training See the training calendar

Explore Training & Certification

  • Trustee Certificate (C.O.P)

    The Certificate of Proficiency for pension fund trustees: who it is for, what it covers and how to qualify.

  • Training Courses

    Short courses and workshops on governance, investments, regulation and fund administration.

  • Training Calendar

    When C.O.P intakes, examinations and workshops take place during the year.

  • Register for Training

    Register yourself or your trustees for C.O.P classes, examinations and workshops.

  • Training Resources

    Study guides, past papers, reading lists and the legislation every trustee should know.