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Advanced Pensions Certificate

Monday, June 24 - Tuesday, June 25, 2024

Calgary, AB

Sessions Include:

6:30 AM - 10:00 AM

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.

11:00 AM - 2:00 PM

Defined Benefit 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.

6:30 AM - 10:00 AM

Defined Contribution 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.

11:00 AM - 2:00 PM

Pension Plan Investments

Know the 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.

Downloads

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