RPA 2

Managing Retirement Plans Part 2

Managing Retirement Plans Part 2

This course is required to earn the following designations: RPA, CEBS

Investment of plan assets is a critical component of retirement plan management. Decision making is context-driven; investment performance objectives are set to reflect a plan’s unique funding requirements. With the plan’s performance objectives as a guide, and with awareness of which classes of assets can best facilitate their attainment, investments and investment managers can be selected. Once selected, they can be monitored and evaluated. Investment theory presented is transferable to management of assets in any type of plan. Investment environment, financial markets and instruments, risk and return, asset allocation, performance measurement, and portfolio management techniques are addressed. Examination of investment-specific legislation and regulations, roles and responsibilities of key stakeholders, management of issues in each step of the investment cycle, reporting and communication practices and industry tools and guidelines that support sound plan investment management bring a practical application. Text-based reading is supported with regulatory guidance and industry-based practice guidelines.

Topics covered in RPA 2

      
  • Navigating the Investment Market
  • Contrasting Financial Instruments
  • Analyzing Investment Risk and Expected Return
  • Allocating Capital Between the Risky Portfolio and Risk-Free Assets
  • Applying Portfolio Management Techniques
  • Accounting for Behavioural Dynamics in Investment Decision Making
  • Applying Active Management and Performance Monitoring
  • Implementing Portfolio Management Techniques
  • Complying With Legislative and Best Practices in Plan Asset Investment
  • Establishing a Statement of Investment Policies and Procedures
  • Implementing a Statement of Investment Policies and Procedures for a Defined Benefit Pension Plan
  • Implementing a Statement of Investment Policies and Procedures for a Defined Contribution Pension Plan

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Resources for RPA 2

Required

Successful completion of comprehensive exam
Exam opens April 15, 2018

C$540

Essential

RPA 2 Study Guide, including online access to the guide and practice exam
Available early 2018

C$270

Essential

Investments, 8th Canadian Edition,
Special CEBS Edition
McGraw-Hill Ryerson 
Available early 2018

C$115

Supplementary

Instructor-led online class
12-week session begins summer 2018

C$220

 
 
 
 
 

Study Guide—Delivered in Print and Online!

The CEBS Study Guide is an essential component for mastering the CEBS material you will be tested on in the examination. Your Study Guide purchase is made through Books for Business and includes both a printed study guide and access to an online environment.

  • Learning Modules provide structured coverage and highlight key elements and critical takeaways of the Assigned Reading. The learning modules draw on readings from Textbooks and journal articles written by leading academics and expert practitioners.
  • Applications are designed to make you think about how what you are learning translates to the work world. Two types of applications are provided throughout the CEBS courses—Benefits in Action and Integrated Cases (Capstone Cases).
  • Practice exam, accessible in the online environment, provides immediate results indicating the areas that may need additional study, along with page reference sources and an explanation of correct responses.

Textbook/Readings

A textbook and/or supplementary readings are required for each course, providing the theory and content of the topics covered in the study guide.

Instructor-led online class

Need a little push to stay on track or the security of expert and peer support? Online classes are for you. Guided classes provide access to instructors, a structured time frame and peer interaction.

Frequently Asked Questions

Still looking for more information? Check out CEBS FAQ for further details on curriculum updates.