Pension Generalist

2 sequenced courses

RET 101
Retirement Plan Design ▼
  • Benefit Plan Structure, Features and Investments: Analyze different types of designs for retirement plans and retirement plan investments.
  • Participant Risks: Analyze the risks faced by retirees and the participants of retirement plans.
  • Sponsor Risks: Analyze the risks faced by sponsors of retirement plans.
  • Benefit Plan Design Recommendation: Evaluate sponsors’ goals for the retirement plan, evaluate alternative plan types and features, and recommend a plan design appropriate to address those goals.
  • View course page to access the syllabus and see the enhancements.
RET 201
Retirement Plan Valuation ▼
  • Methods: Apply/synthesize the methods and models used to value pension benefits for various purposes.
  • Actuarial Assumptions: Analyze/synthesize the factors that go into selection of actuarial assumptions used in pension valuations.
  • Accounting Standards: Perform valuations and prepare disclosure information for retirement income plans under applicable accounting standards.
  • Investment Risk Management: Recognize and appropriately reflect the role of retirement plan investments in managing plan sponsor risk and make recommendations.
  • Valuations for the Purpose of Funding: Understand the general principles applicable to the funding of retirement income plans and recommend a funding policy.
  • View course page to access the syllabus and see the enhancements.

2 additional courses

RET 301
Actuarial Topics for Canadian Retirement Plans ▼
  • Assumptions: Analyze/synthesize the factors that go into selection of actuarial assumptions for funding purposes of retirement plans under Canadian pension legislation, regulatory policies, and tax legislation.
  • Methods: Prepare valuation results, including required contributions, for various purposes under Canadian pension legislation, regulatory policies, and tax legislation.
  • Regulations – Evaluation and Application: Evaluate and apply Canadian pension legislation, regulatory policies, and tax legislation for registered retirement plans.
  • Regulations – Plan Funding: Apply the Canadian pension legislation, regulatory policies, and tax legislation in the context of pension plan funding.
  • View course page to access the syllabus and see the enhancements.
INV 101
Portfolio Management ▼
  • Asset Classes: Understand the nature and the variety of asset classes that can be used in constructing a portfolio.
  • Portfolio Construction, Management, and Assessment: Understand portfolio construction, management, and assessment.
  • Credit Risk Management: Understand the best practices of credit risk management.
  • View course page to access the syllabus and see the enhancements.