CPFIS Certified Pension Funds and Investment Specialist

• Course Overview

  Low interest rates and volatile stock markets are having a dramatic impact on pension schemes’ ability to fund future liabilities. The sovereign debt and global economic crises have resulted in major shortfalls in pension and retirement schemes, placing a huge amount of pressure on Corporate and Government balance sheets. Several countries have a significant share of savings earmarked for retirement either through private individual savings plans or via Government pension funds. But despite rising savings rates, numerous gaps exist in private and public retirement plans and finances.

  Furthermore, ageing populations in many countries are creating a significant pension burden that will require innovative and radical asset/liability management strategies for years to come.

• Benefits of Attending

  Ensuring sufficient resources for retirement encompasses a complex set of decisions involving assumptions on asset returns, interest rates, inflation rates, longevity and future salary growth.

  This comprehensive programme addresses many of the current pension issues from both the asset and liability perspectives to give the delegate a holistic appreciation of the complex issues involved.

• Who Should Attend

  • Pension scheme administrators
  • Pension accounting staff
  • Pension reporting staff
  • Pension investment consultants
  • Pension fund managers
  • Trustees
  • Finance staff
  • Actuarial staff
  • Asset/Liability consultants
  • DC scheme designers
  • Pension product developers
  • Asset allocators/investment strategists
  • Insurance company staff
  • Regulators
  • Pension governance specialists
  • Pension risk specialists

• Certification Body

  

  The GAFM was founded in 1996 by the original founders of the Graduate Leadership Society. The Founders of our Standards Board are CEOs, Executives, Professors, and industry experts from around the globe. We desire to raise education standards and ethics in the business and management industries. The Standards Policy Board awards specialized board certifications, designations, and charters in the fields of: finance, accounting, management, and consulting fields to qualified professionals who have completed internationally recognized or accredited exams & education, government recognized degrees and documented management credentials and experience. Since 1996, the Academy has been promoting accredited graduate standards for certification in business, management, law, and finance. Since the inception with the founding of the Graduate Institute of Leadership in 1996, the Academy has been focused on quality assurance with accredited education, exams, assessment, education, ethics, and continuing education. Further, applicants must also have the necessary experience in practice, research or publications in their respective areas of expertise.

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