Course Overview:
This comprehensive 10-day training course is designed to equip professionals with in-depth knowledge and practical skills to navigate and manage the regulatory framework for pensions effectively. Participants will explore regulatory requirements, compliance strategies, and best practices to enhance their expertise in pension management and oversight.
Duration:
10 Days
Target Audience:
- Pension Fund Managers
- Compliance Officers
- Financial Advisors
- Regulators and Policy Makers
- HR Professionals managing employee pension schemes
Organizational Impact:
- Improved compliance with regulatory requirements, reducing risk and potential penalties.
- Enhanced ability to manage and report on pension schemes effectively.
- Strengthened internal controls and governance structures related to pension management.
- Increased proficiency in adapting to regulatory changes and implementing best practices.
Personal Impact:
- Gained expertise in interpreting complex pension regulations and compliance obligations.
- Developed practical skills in managing and reporting pension schemes.
- Increased confidence in handling regulatory audits and assessments.
- Enhanced career prospects and professional development in the field of pensions and compliance.
Course Level:
Course Objectives:
- Develop a thorough understanding of the regulatory landscape for pensions.
- Learn to interpret and apply pension regulations and compliance requirements.
- Enhance skills in managing and reporting pension-related issues.
- Foster the ability to design and implement effective pension strategies and policies.
- Apply regulatory knowledge to real-world scenarios through case studies and projects.
Course Outline:
Day 1: Introduction to Pension Regulation
- Overview of global and local pension regulatory frameworks
- Key regulatory bodies and their roles
- Understanding pension schemes and their regulatory requirements
- Case Study: Review of a recent regulatory change and its impact on pension schemes
Day 2: Pension Scheme Types and Regulatory Requirements
- Defined benefit vs. defined contribution plans
- Hybrid schemes and their regulatory considerations
- Compliance requirements for different types of pension schemes
- Case Study: Analysis of compliance challenges in a defined benefit pension scheme
Day 3: Regulatory Compliance and Reporting
- Reporting obligations and deadlines
- Compliance strategies and best practices
- Tools and systems for regulatory reporting
- Case Study: Development of a compliance report based on a sample pension scheme
Day 4: Risk Management in Pension Schemes
- Identifying and assessing risks in pension management
- Risk mitigation strategies and regulatory requirements
- Developing a risk management plan
- Case Study: Risk assessment and mitigation strategy for a pension scheme
Day 5: Governance and Oversight of Pension Schemes
- Governance structures and roles in pension management
- Internal controls and oversight mechanisms
- Ensuring effective governance and transparency
- Case Study: Evaluation of governance practices in a sample pension fund
Day 6: Legal and Ethical Considerations
- Legal frameworks affecting pension schemes
- Ethical issues and conflicts of interest in pension management
- Ensuring legal compliance and ethical conduct
- Case Study: Legal and ethical analysis of a pension fund’s investment decision
Day 7: Pension Fund Investments and Regulation
- Investment regulations and guidelines for pension funds
- Evaluating investment options and their compliance implications
- Reporting and auditing of pension fund investments
- Case Study: Analysis of investment strategies and regulatory compliance
Day 8: Adapting to Regulatory Changes
- Monitoring and interpreting changes in pension regulations
- Strategies for adapting pension schemes to new regulations
- Communicating regulatory changes to stakeholders
- Case Study: Implementation plan for adapting to a recent regulatory change
Day 9: International Pension Regulations and Comparisons
- Overview of international pension regulations and standards
- Comparative analysis of global pension regulatory frameworks
- Adapting international best practices to local contexts
- Case Study: Comparative analysis of pension regulations in different countries
Day 10: Practical Application and Future Trends
- Applying learned skills to real-world scenarios
- Identifying emerging trends and future developments in pension regulation
- Developing a forward-looking strategy for pension management
- Case Study: Development of a strategic plan addressing future regulatory trends
Related Courses
Course Administration Details:
METHODOLOGY
The instructor-led trainings are delivered using a blended learning approach and comprise presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
ACCREDITATION
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
TRAINING VENUE
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
ACCOMMODATION AND AIRPORT PICKUP
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
TAILOR-MADE
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
PAYMENT
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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