RPA 2
Managing Retirement Plans Part 2
(Updated January 2022)
A disciplined approach to the investment of plan assets is a critical component of retirement and savings plan management whether the investment risk rests with the plan sponsor or the plan member. Decision making is context driven—Investment performance objectives are set to reflect the type of vehicle used and its 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.
Topics Covered:
• Navigating the Investment Environment of Employer-Sponsored Retirement Plans
• Inventorying the Major Asset Classes• Managing Investment Risk and Return
• Constructing an Investment Portfolio—Part 1
• Constructing an Investment Portfolio—Part 2
• Assessing the Impact of Investor Behaviour and Market Anomalies on Active Management
• Evaluating Active Management Performance
• Leveraging Managed Funds to Achieve Investment Objectives
• Complying With Legislative and Best Practices in Plan Asset Investment
• Developing the Statement of Investment Policy
• Implementing the Defined Benefit Pension Plan Investment Policy
• Implementing the Capital Accumulation Plan Investment Policy
• Capstone Case: Managing Pension Plan Investments in Accordance With Governance and Regulatory Requirements
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Resources For RPA 2
Required
Successful completion of comprehensive exam
Essential
RPA 2 Study Guide, 2nd Edition, including online access to the modules and practice exam
Essential
Investments, 9th Canadian Edition,
Special CEBS Edition,
ISBN 978-1-260312-11-9
Supplementary
Online Study Group With Instructor Support
12-week sessions offered spring, summer and fall
C$250
Success Package - Save 20%
Save 20% when you purchase the Online Study Group and RPA 2 exam.