iob 109th year 2013 · 1 year nqf 6 diploma (240 credits) 1 year caib (sa) 5 years nqf 5 lib (sa)...
TRANSCRIPT
IOB 109th Year 2013
Chairman’s Report
Content
• IOB Vision and Motto
• Background
• Our Offering- Professionalise, Connect, Inform
• IOB alliances
• Business Plan for 2013/2014
• IOB Functional Structure
• Directors for 2013/2014
The Institute of Bankers in South Africa
VISION
Leading the development of the professional bankers with
global relevance
MOTTO
Professional body for professional bankers
Key activities since the AGM – 24 October 2012
• In March 2013 Professional body registration by SAQA (under
the NQF Act)
• Registration of designations:
• Certified Associate of the Institute of Bankers (CAIB (SA))
• SAQA Designation ID: 473
• Fellow of the Institute of Bankers (FIBSA)
• SAQA Designation ID: 474
• Submission of the change in directors and the MOI to CIPC
• MOI (2012) based on value proposition prior to professional body status
Background
Professional Body status in broad terms
• Legally constituted
• Develop , award, revoke designations
• Manage membership
• Develop CPD
• Members sign and abide by Code of
Conduct
• Membership applied fairly and
without discrimination
• Upload and manage a fully functional
info management system,
compatible with NQF
• Advance the objectives of the NQF
• Promote public understanding of PB
• Encourage international best
practice
• Co-operate with relevant Quality
Councils to develop QCTO
qualifications
• Develop, in conjunction with relevant
role players, a body of specialised
knowledge/ qualifications
PROFESSIONALISE
CONNECT - Membership of the IOB PROFESSIONALISE - Professionalising the banking industry
INFORM – provision of information to IOB members
PROFESSIONALISE
INFORM
CONNECT
Our Offering
This will be achieved through:
• Regulatory exams
• CPD
• Qualifications and short courses
IOB to Professionalise
PROFESSIONALISE
Professional Designation Framework
Code of Professional Conduct for Banking Industry
Membership of the Institute of Bankers (SA)
NQF 7
NQF 8
QUALIFICATION
Post Graduate Diploma (120 credits)
B Degree (360 credits) / Adv Diploma (120 credits)
Chartered Banker (SA)
PB (SA)
AIB (SA)
DESIGNATION EXPERIENCE
2 YEARS
1 YEAR
NQF 6 Diploma (240 credits) CAIB (SA) 1 YEAR
5 YEARS
NQF 5 Certificate (120 credits) LIB (SA) 1 YEAR
PROFESSIONALISE
Professional Designations The Institute qualifications and professional designations offering raises the competency levels of members of the banking profession are:
• Licentiate of the Institute of Bankers (LIB (SA))
• SAQA (recognition process underway – 2013)
• Certified Associate of the Institute of Bankers (CAIB (SA))
• SAQA Designation ID: 473
• Fellow of the Institute of Bankers (FIBSA)
• SAQA Designation ID: 474
• Associate of the Institute of Bankers (SA)
• SAQA (recognition process underway) – 2013)
• Professional Banker (SA)
• SAQA (recognition process underway – 2014)
• Chartered Banker (SA)
• SAQA (recognition process underway – 2014)
PROFESSIONALISE
This will be achieved through:
• Membership which is open to individual and corporate
members
• Value added networks both locally and internationally
CONNECT
IOB Connecting members
This will be achieved through:
• Maintaining an informative and interactive website
• Keep members abreast of new regulations and developments in
the broader financial services field
• Conferences, seminars, workshops, member functions
• Endorsing relevant functions hosted by external vendors
INFORM
IOB Informing members
IOB Functional Structure
BUSINESS PLAN 2013/2014
Key: Functions in place (staffed / outsourced)
Projects
Functions & Roles required
IOB Board
Sub Committees
•Academic Board
•Risk & Compliance
IOB
Chief Executive Officer
Operations
Function
Academic
Function
Marketing &
Communications
Function
Office / Personal
Assistant Projects
• SAQA
• NLRD**
• CPD** **Funding required
Finance
Function
IOB focus 2013/2014
The following key areas will be focussed on:
• Appoint a CEO
– (management of Marketing & Communications, Risk & Compliance)
• Appoint a head of the Academic Department
• Finance has been and will continue to be outsourced, with accountability to the CEO
• Operations - develop policies and procedures for the Institute
• Projects will be established to:
– Upload members results on the NLRD- imperative for FAIS compliance
– Develop the high level CPD program
– Registration of three (3) additional designations
– Organise and run a ‘Banking in Africa’ conference for the AAIOB
• Host the AAIOB AGM in September 2014
BUSINESS PLAN 2013/2014
Directors for 2013/2014 Outgoing Directors:
• Marietjie Ferreira - Absa
• Tom Marx - HSBC
• Gert Kriel – FNB Africa
The following Directors have made themselves available for re-election:
• Jalda Hodges- Independent FSP (Chairman)
• Dinesh Fakir- FNB
• Bulelwa Makasi- FNB
• Henk Potgieter- FNB
• Jacques Strydom- Nedbank
The following new Director has been nominated:
• Max Makhubalu- BankSeta CEO
DIRECTORS 2013/2014