Advanced Pensions Certificate
Sessions Include:
Schedule is in Eastern Time (ET)
11:00 AM - 2:00 PM
Gain a solid understanding of the regulatory framework for pensions in Canada, including applicable legislation, common law factors, federal and provincial regulators, tax treatment, CAPSA guidelines, and administrative functions.
Available Virtually
11:00 AM - 2:00 PM
Learn how DB plans are designed, the roles of actuaries, pension administrators, counsel, and others in administering DB plans, funding rules and strategy, investment strategy, risk management and transfer, corporate transactions and current trends.
Available Virtually
11:00 AM - 2:00 PM
Understand how DC plans are designed, the roles of custodians, consultants, financial advisors and others in administering DC plans, accumulation and decumulation phases, investment portfolios, investment monitoring, member communications, corporate transactions and current trends.
Available Virtually
11:00 AM - 2:00 PM
Pension investment process, building blocks and asset classes, roles of various players in the process, pension investment continuum, types of investment funds, key investment fund documents, ESG and sustainable investing, spotting issues with investment compliance and pension investment regulatory rules.
Available Virtually
Education Developed by Canadians, for Canadians
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More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education. Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.
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