Course description
Masterclass in Pension and Retirement Fund Management Course by Rcademy is designed to deliver in-depth knowledge to the trainees. All crucial topics are discussed comprehensively, and real-world examples are described along with some assignments that increase trainees’ confidence in this field.
Upcoming start dates
Suitability - Who should attend?
Who should attend?
Masterclass in Pension and Retirement Fund Management Course by Rcademy is ideal for
- Fund managers
- Trustees
- Pension Funds Administrators
- Employers
- Worker Representatives
- Pension officers
- Pension Registrars
- Investment Committee Members
- Pension Funds Managers
- Senior Human Resource Professionals
- Benefit Administrators
- Pension Fund Risk Managers
- Pension Scheme Managers who are solely responsible for accurate pension pay-outs
- Pension Fund Communication Professionals
- Portfolio Managers
- Policymakers who are in charge ofdeveloping policies and programs for pension benefits
- Finance/Treasury Professionals
- Professional consultants
- Member Distribution Managers
- Pension governance and regulation expert
- Any other public sector employee who would like to learn more about pension governance
Outcome / Qualification etc.
Upon the successful completion of the Masterclass in Pension and Retirement Fund Management Course by Rcademy, the trainees will be able in
- Learning how to manage the pension and retirement funds in a better way
- Ensuring that the pension plans and schemes follow the international standards
- Understating the field comprehensively so that the trainee would manage the pension and retirement funds efficiently
- Learning crucial topics such as portfolios, interest rates, and inflation
- Discovering basic statistics concepts like mean, median, mode, standard deviation, etc
- Comprehending the use of MS Excel
- Learning theories and applying them for better management of pension and retirement funds
- Understating how to decrease the chances of bankruptcy and comparable inadequacies as a result of early identification of such possibilities
- Implementing the appropriate measures to reduce the risks
Training Course Content
All of the essential topics required to be completed to become a certified professional are enlisted below:
Module 1: Introduction to the crucial topics of Pension
- What is a Pension?
- Types of the Pension (DC and DB)
- Definition of pension scheme
- Pension Governance
- Pension regulation
Module 2: DB and it’s determining factors
- Accrual rate
- Duration of the employment with one employer
- Salary at the time of retirement
Module 3: DC and it’s determining factors
- Payment by the employee into a pension
- Payment paid by the employer into the pension
- Tax relaxation for the employee
- Employee investments’ performance
Module 4: Advantages of the Pension
- Exemption from inheritance tax
- Tax relief for the employee
- Improved investment portfolio
- Diversification of the investment portfolio
Module 5: Important topics for the arena of pension
- Inflation and its Impact on Pension
- Interest rate and its impact on pension
- Investment portfolio and its importance
Module 6: Finance of the Pension: Statistics
- Mean
- Median
- Mode
- Percentiles
- Standard deviation
- Using MS Excel
Module 7: Comprehension of complex topics and their formulas
- The formula for calculating the current perpetuity value
- The formula for calculating the growing perpetuity value
- The formula for calculating annuity
Module 8: Equity Markets drivers
- Financial markets and oil prices
- Share prices drivers: company-based performance
Module 9: Possible Risks to Pension and retirement funds
- Counterparty Risk
- Potential financial crisis
- Liquidity Risk
- Dishonesty of pension fund administrators and employers
- Shortfall Risk
- Limited financial awareness of the employees
- Interest-Rate Risk
- Default Risk
- Currency Risk
- Inflation Risk
Module 10: Portfolio: A deep dive
- Portfolio theory
- Application of portfolio theory
- Size of the portfolio
- Share diversification
- Application of share diversification
Module 11: The CAPM
- Introduction to the CAPM
- Assumptions of the CAPM
- Application of the CAPM
Module 12: Efficient Market Hypothesis
- ‘No freebies’ in EMH
- Technical analysis: an accurate description
- Characteristics of technical analysis
- Investors and ‘the market.’
Module 13: Close Relationship between human behavior and Risk
- International financial issues and risks
- Types of human behavior in the business world
- Impact on human behavior
- Business environment and risks
Module 14: Theory of the bounded rationality
- Explanation of bounded rationality
- The prospect theory
- Overconfidence
- Anchoring
- Investment decisions and emotions
Module 15: Winding up and real-world application
- Reviewing all important topics
- Real-world application of the theory
- Winding up the course
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Rcademy
Rcademy is a global training and consultation organisation set out to bridge the gap between you now and what you can be in the near future. We are facilitators of knowledge impartation. Our team of established and experienced training enthusiasts...