This course demystifies the complexities of securitisation, offering a comprehensive foundation for those looking to deepen their understanding of this critical financial mechanism. Designed to cover both key concepts and practical applications, it equips participants with the essential knowledge required to navigate securitisation’s role in modern finance, enhancing technical skills and strategic insight. This course is ideal for anyone seeking to effectively utilise securitisation in today’s dynamic financial environment.

Sign up at any time and work at your own pace to learn more about securitisation.

Course outcomes

This course aims to equip you with:

  • An understanding of what is meant by securitisation
  • An overview of the main role players and types of structures
  • The process involved in structuring a securitisation programme and the legal, regulatory, accounting and tax complexities to consider
  • The overall benefit of securitisation as an innovative tool in supporting economic growth in the financial markets

Course outline

Module 1: Introduction to Securitisation - An Overview

Module 2: Structural Features of a Securitisation Programme

Module 3: The Legal and Regulatory Framework Governing Securitisation

Module 4: An Introduction to Synthetic Securitisation and Credit Portfolio Management

Module 5: A Comparison of the Regulatory Framework Across Africa and an Examination of Recent Transactions Across the Continent

Module 6: Securitisation Transaction Execution

Module 7: Accounting and Tax Implications for Securitisation Vehicles

Module 8: Directors' and Trustees' Responsibilities in South African Securitisation Transactions

Module 9: The Debt Listing Requirements

Module 10: Securitisation for Sustainable Development Goals

Module 11: Case Study

Who will benefit from this course?

This course is tailored for a broad audience, including professionals, students, and individuals with a general interest in finance who wish to gain a deeper understanding of securitisation and its applications in today's financial markets.

Presenters

This course is the result of a collaborative effort between the University of Cape Town and the South African Securitisation and Asset Backed Securities Forum, with a number of leading experts in the field contributing to the content.

Kurt van Staden Co-Founder and Director, Quadridge Trust Services

David Towers Director, Quadridge Trust Services

Pieter van Welzen Senior Consultant Banking and Finance, CMS South Africa

Richard Roothman Director and Head of the Banking & Finance Practice Area, Werksmans Attorneys

Greg Wakelin Managing Principal - Senior Loan Portfolio Trader, Absa

Gill Raine Senior Policy Advisor, ASISA

Brendan Harmse Head of Corporate Clients (South Africa), Stonehage Fleming

Evelyn Denier Quadridge Trust Services

Nicholas Gunning Executive, Head - Securitisation, Debt Capital Markets, Standard Bank

Cameron Gough Head of Structuring, FirstRand Group Treasury

Vicky Louise Borg-Jorgensen Senior Associate, Edward Nathan Sonnenbergs

When?

The course is self-paced, so you can register at any time and work through the material at your own schedule. The course has an estimated learning time of fifteen hours.

Your access to the course will be valid for 12 months after you have paid for your registration, so you have 12 months in which to complete the course.

How much?

R9,750 per person

Discounted fee for SASF members: R7,500 per person
Use your SASF membership number as the DISCOUNT CODE on the registration form. To retrieve your membership number OR to join the SASF, email securitisationforum.sa@outlook.com.

Certificate

A digital certificate of participation from UCT will be issued to those who complete the course.

CPD accreditation

Watch this space for CPD accreditation.

How to sign up

Complete and submit the registration form. You will then be given the payment information.

Download the course brochure for more information.