U.S. Public Pension Actuary

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.
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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

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.
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CP 351
Asset Liability Management ▼
  • Objectives of Asset Liability Management: Understand the objectives of Asset Liability Management (ALM).
  • Measuring Risk from Assets and Liabilities: Understand how to measure risks from assets and liabilities.
  • Tools and Strategies to Manage ALM Risks: Understand tools and strategies to manage ALM risks.
  • View course page to access the syllabus and see the enhancements.