RPA 2 Study Guide ( CDRPA2G17) Current Edition 2 Volume Set -New edition in October 2021
Please note: This Study Guide is a two volume set.
Managing Retirement Plans Part 2
This course is required to earn the following designations: RPA, CEBS
Investment of plan assets is a critical component of retirement plan management. Decision making is context-driven; investment performance objectives are set to reflect a plan’s 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. Investment theory presented is transferable to management of assets in any type of plan. Investment environment, financial markets and instruments, risk and return, asset allocation, performance measurement, and portfolio management techniques are addressed. Examination of investment-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 bring a practical application. Text-based reading is supported with regulatory guidance and industry-based practice guidelines.
Essential text to accompany this Study Guide - Investments 8th Canadian Edition Special CEBS edition McGraw Hill Ryerson
Important Notice: Two of the CEBS courses will be revised in late 2021 as follows:
RPA 1 - Managing Retirement Plans Part 1
RPA 2 - Managing Retirement Plans Part 2
Both of these courses are being extensively revised and new Study Guides and textbooks are required reading for purposes of the CEBS program and the national exam. These materials will be available beginning October 2021. The updates will be reflected in exams administered on and after January 15, 2022. These updates cover all modules of the courses.
Students who are planning to take their exam prior to the end of 2021 need to purchase the current course materials. Students must pass the course/exam by December 15, 2021 or will need to pay for new course materials.
Students who are planning to take their exam after January 15, 2022 will need to purchase the new course materials when they become available.
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