Medical Schemes Management Programme
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Medical Schemes Management Programme
Medical scheme trustee, principal officer and fund manager courses

The medical scheme industry is complex. Recently there has been a stronger emphasis on the need for upskilling medical scheme trustees. The Medical Schemes Act requires trustees and principal officers to be 'fit and proper' and puts enormous responsibility on the board. The recently published HMI report recommends

“regulating and mandating a set of core competencies for trustees and principal officers before they can be eligible to manage a scheme.”


Microsoft Teams Online Facilitation 

  • Contact Irene or Bongi by email to schedule training

The training can be customised for your scheme.

This is an INSETA accredited skills programme carrying twenty credits. To receive the credits and the INSETA Statement of Results, the learner must complete and be competent in a assignment and write an exam. Assignment building will be mostly completed in class. Attendance to the facilitation days is a requirement. Should you not want to submit the assignment and write the exam, then a Certificate of Attendance will be provided.

More about the programme:
This five-day programme provides trustees, principal officers and fund managers with foundational knowledge and understanding of South Africa’s health system and medical schemes. The topics covered include the South African health system, the structure of medical schemes, benefit design and managed care - roles, functions and responsibilities of the key players.

South African health policy
The difference between a medical scheme and a health insurance product
Layout of the Medical schemes Act and its Regulations
Benefit design of medical schemes 

Prescribed minimum benefits: 

Waiting periods
Managed care programmes – their objectives, criteria to evaluate their success, and what the Act says
Financial soundness of medical schemes
The role and functions of trustees, principal officers, medical scheme administrators, managed care companies and brokers

Customised in-house programmes

We can tailor a programme specific to your board of trustees training needs

  • Trustee governance
  • Overview of the medical schemes act
  • Interpretation and application of the prescribed minimum benefits
  • Overview of managed care
  • Overview of the CMS annual report
  • Financial soundness
  • Medical scheme benefit design

In addition, trustees and principal officers may find the eLearning programmes useful. 

Email for further details.