Advanced Pensions Certificate

Monday, June 24-Tuesday, June 25, 2024

Calgary, AB

Designed for those with experience in the retirement savings industry, this new Canadian certificate program provides advanced-level pension and investment content across four main modules: governance, defined benefit plans, defined contribution plans and investments.

Tailored for seasoned professionals in the retirement savings field. Enroll now to learn the latest trends and best practices to elevate your knowledge and stay at the forefront of the industry.
Program Format
Earn your Advanced Pensions Certificate just prior to the EVOLVE Benefits and Workforce Strategies Summit. Join us for the two-day, preconference training on June 24 & 25, 2024.
Benefits of Attending
  • Showcase your expertise and commitment to your profession and industry.
  • Enjoy greater opportunities for interaction and discussion with your peers.
Program Structure

Four comprehensive course modules will cover the following:


  1. Governance: 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.

  2. Defined Benefit (DB) Plans: 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.

  3. Defined Contribution (DC) Plans: 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.

  4. Pension Plan Investments: Pension investment building blocks and asset classes, the roles of various players in the pension investment process, investment governance, delegation and monitoring, ESG and sustainable investing, spotting issues with investment compliance, pension investment regulatory rules, corporate transactions and trends.



Until May 14, 2024

C $1,195.00


C $1,415.00


After May 14, 2024

C $1,495.00


C $1,715.00


Stay for EVOLVE!

Immediately following Advanced Pensions Certificate is the EVOLVE Benefits and Workforce Strategies Summit, June 25-27.

This dynamic conference for Canadian HR, pensions and benefits leaders will cover the latest trends to attract, retain and support your workforce. Learn innovative strategies during impactful sessions led by industry experts, and connect with your peers through unique networking opportunities.

Learn More



Continuing education (CE) credit for professional licenses, designations and certifications MAY be available for attendance at live sessions. You must request CE credit on your program registration at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at