Votre avenir en matière d'avantages sociaux, renforcé par le programme CEBS

CEBS Academic Partner

CEBS

Le titre de CEBS est un titre reconnu pour la qualité et la pertinence des connaissances essentielles acquises. Il se fonde sur les programmes d'études GBA (Group Benefits Associate) et RPA (Retirement Plans Associate) pour construire une perspective globale des avantages sociaux et il est obtenu en suivant avec succès les cinq cours requis. Pour obtenir le titre Group Benefits Associate (GBA) ou Retirement Plans Associate (RPA), vous devez suivre une combinaison spécifique des trois cours décrits ci-dessous, qui comptent tous pour le titre de CEBS. Cliquez sur chaque cours ci-dessous pour en savoir plus sur la description des cours, les modules d'apprentissage, les sujets des études de cas et les ressources.

Actuellement, ce programme, y compris les manuels, le matériel de cours, les groupes d'étude dirigés par un instructeur, l'examen pratique et l'examen final, est uniquement offert en anglais.

Programme d'études canadien*

RPA 2

Dec 11, 2023, 10:39 PM

Title : RPA 2

Subtitle : Managing Retirement Plans Part 2

Course Code : CECD75

Price for Content Box One : C$665

Price for Content Box Two : C$325

Price for Content Box Three : C$58

Price for Content Box Four : C$260

Price for Content Box Five : C$740

Select a choice : Canada

Select a choice : RPA

Select a choice : RPA, CEBS

Please note: There is currently limited stock of the textbook available for this course.

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.

RPA 2 presents investment theory that is transferable to management of assets in any type of employer-sponsored retirement plan whether pension or non-pension, including plans such as group tax free savings accounts and employee savings plans which are mostly unrestricted by government regulations and contribution limits. Investment environment, financial markets and instruments, risk and return, asset allocation, performance measurement and portfolio management techniques are addressed. The practical application of this theory is identified through examination of investments specific legislation and regulations, roles and responsibilities of key stakeholders, management of issues in each step of the investment cycle, reporting and communication practices, and industry tools and guidelines that support sound plan investment management. Text-based reading is supported with regulatory guidance and industry-based practice guidelines.

Required - Exam

Successful completion of comprehensive exam

* Price includes two attempts.

Essential - Study Guide

RPA 2 Study Guide, 3rd Edition, including online access to the modules and practice exam

Essential - Textbook

Investments, 10th Canadian Edition,
Special CEBS Edition

Supplementary

Online Study Group With Instructor Support
12-week sessions offered spring, summer and fall

Success Package - Save 20%

Save 20% when you purchase the Online Study Group and RPA 2 exam.

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
• 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

(Course Updated July 2024)