CPAM

CHARTERED PENSION ANALYST MANAGER 

(CPAM)

18TH-22ND JANUARY - VIRTUAL 


10TH-14TH MAY 2021 DUBAI 


22ND-26TH NOVEMBER KENYA

Register

GAFM ® CPAM ® Course Overview
This course has been designed to include presentations, practical exercises on leading Africa Pension Schemes and highly interactive group sessions. The CPAM ® certification will be received after successfully meeting the class work and exam at the end of the class and all fees associated with certification are included in the course enrollment.

CHARTERED PENSION ANALYST MANAGER (CPAM)

About our Program 

The Chartered Pension Analyst / Manager (CPAM) designation offered by the American Global Academy of Financial Management is the premier Pension Analyst designation for practitioners.

This course is based on practical applications of pension management, analysis, risk management, investment, retirement planning, financial planning, insurance and pension portfolio management.
All our booking delegates always receive pre-event questionnaire to enable this course to be more focused on specic training needs of the attending delegates

Who Should Attend?

» Benefits officers
»Administration officers

Who Should Attend?

» Fund Administrators

Who Should Attend?

 »Fund Managers
» Principle Officers

Who Should Attend?

» Employee Benefits

CHARTERED PENSION ANALYST MANAGER (CPAM)

After attending this five days executive program, you will be able to:

» Define the meaning of pension for your organization and be capable of developing an organizational response to its demands
» Know the diferent kinds of pension / retirement plans
» Understand the regulatory requirements for pension plan
» BECOME A CHARTERED PENSION ANALYST MANAGER (CPAM ) and use this on your career growth, professional designation, Business Card and on your resume
» Become a member of a Global financial association

who should attend

  • Employee Benefits
  •  Investment Managers
  • Asset Managers
  • Benefit Administrators
  • Head of Alternative Investments
  • Portfolio Managers
  • Pension Fund Risk Managers
  • Pension Risk Assessors 
  • Pension Lawyers 
  • Legal Pension Advisors
  • Executive Boards of Funds
  • Financial Risk Managers
  •  Pension Fund Communication Professionals,
  • Member Distribution Managers
  • Financial Analysts 
  •  and anyone that forms part of Pension Fund Management

Programme Schedule

Day 1


Overview of pensions and post retirement beneFIts

» What is a pension plan?;
Your entitlements and how they are calculated;
How and when it will be paid;
What options on payments are available;
Accounting for pension plan;
Impact of interest rate on retirement investment;
Impact of in nations on retirement investment;
Components of pension expenses;
Reporting requirement of pension plans onto financial
statements;
Expected post retirement benefit obligations;
Post retirement benefit cost;
Measurement of benefits from a pension plan;
Service cost and its measurement

OVERVIEW OF PENSIONS AND POST RETIREMENT BENEFITS

» Why and how pension schemes invest
» Investments used by pension schemes
» Varieties of investment management
» What is important when monitoring investment performance
» New pension design techniques
» Industry trends
» Compliance issues

Programme Schedule

Day 2


Retirement benefits and protection 

» Social security benefits and the requirements that must be met to obtain those benefits
» Personal financial planning including retirement planning and
its advantages
» Asset allocation and diversification (investment ) to maximize
retirement benefits
» Tax management to maximize retirement benefits
» Insurance and risk management with respect to protection
retirement benefits

OVERVIEW OF PENSIONS AND POST RETIREMENT BENEFITS

» Trusts; trustee duties, powers, and responsibilities; financing
pension schemes; valuing assets and liabilities; key investment
responsibilities; reporting by and to the trustees
» Trust decision making; managing delegates; trustee
communications; conflicts of interest; employer relationships
» Merits of contract versus trust; how to select and review
providers; selecting a default fund; members and ranges of
default funds available; monitoring and switching;
communication; governance; risk; administration; processes
at retirement 

Retirement benefits and protection 

“Leadership's First Commandment: Know
Thyself”
• Exploring self-awareness and understanding how others perceive you
• Understand how to build greater rapport; the psychological mechanics behind rapport
• Understand the true value of diversity and how to co-create results

Leadership & Organisational Culture

“The only thing of real importance that leaders do is create and manage culture”
• Exploring how organisation type, purpose, vision, values and culture impact the leadership role
• Exploring Cameron & Quinn View of Culture
• Cultural Expression – Mission, Vision, Values
• Establish and foster a culture of responsibility and accountability among your employees

Programme Schedule

Day 3 $ 4


Qualified Retirement Plans

» Overview
» Types
» Employer pension plans
» Eligibility and participation requirements
» Define benefit plans: Fixed benefit plans; at benefit plans; and
unit benefit plans
» Defined contribution plans: prot sharing plans; stock bonus
plans; employee stock ownership plan; and target benefit pension plan
» Pension trust

Personal Retirement Plans

» Overview
» Types of IRAs
» Payout rules
» Tax benefits
» Distributions
» Financial implications and taxation – getting the most out of your
retirement investments

Retirement benefits and protection 

“Leadership's First Commandment: Know
Thyself”
• Exploring self-awareness and understanding how others perceive you
• Understand how to build greater rapport; the psychological mechanics behind rapport
• Understand the true value of diversity and how to co-create results

Leadership & Organisational Culture

“The only thing of real importance that leaders do is create and manage culture”
• Exploring how organisation type, purpose, vision, values and culture impact the leadership role
• Exploring Cameron & Quinn View of Culture
• Cultural Expression – Mission, Vision, Values
• Establish and foster a culture of responsibility and accountability among your employees

Programme Schedule

Day 5


Qualified Retirement Plans

» Overview
» Types
» Employer pension plans
» Eligibility and participation requirements
» Define benefit plans: Fixed benefit plans; at benefit plans; and
unit benefit plans
» Defined contribution plans: prot sharing plans; stock bonus
plans; employee stock ownership plan; and target benefit pension plan
» Pension trust

Personal Retirement Plans

» Overview
» Types of IRAs
» Payout rules
» Tax benefits
» Distributions
» Financial implications and taxation – getting the most out of  your retirement investments

Pension Plan Africa 

» Overview 

» Government mandated pension plans 

» Other types of pension plans 

» Payout rules 

» Eligibility Requirements 

» Benefits / Distributions 

» Financial implications and taxation – getting the most out of your retirement investments

Our Partners

PARTICIPATION FEE

Registration fee is on first come first serve, all fees are exclusive of any taxes, dinner costs and accommodation fees for the conference period

1 delegate 

VIRTUAL LIVE CLASS

All Fees are Exclusive of Taxes
$1,890.00
Per Delegate
  • Inclusive of conference materials,
    Access to E-Learning - 4 weeks
    Online Certification Exam Fee
    Membership to GAFM 18 months
    International Accreditation Certificate
    Digital Badge & E-Certificate of Completion
Order Now

1 delegate 

FACE2FACE CLASS

All Fees are Exclusive of Taxes
$2,690.00
Per Delegate
  • Inclusive of conference materials, conference fee, meals during the conference
  • Inclusive of conference materials,
    Access to E-Learning - 4 weeks
    Online Certification Exam Fee
    Membership to GAFM 18 months
  • Exclusive of:
    Dinner
    Transportation / Flights / Airport pick up
    VISA Application fees
Order Now

GROUP BOOKING 
3 DELEGATES & ABOVE
FACE2FACE CLASS

All Fees are Exclusive of Taxes 
$2,290.00
Per Delegate
  • Inclusive of conference materials, conference fee, meals during the conference
  • Inclusive of conference materials,
    Access to E-Learning - 4 weeks
    Online Certification Exam Fee
    Membership to GAFM 18 months
  • Exclusive of:
    Dinner
    Transportation / Flights / Airport pick up
    VISA Application feesn
Order Now

REGISTRATION

Please fill in the form below to register: