Certified Trustee Program 19-2

This course must be taken in its entirety and is not available in individual modules. Each participant must successfully complete module one (1) before attending any of the three (3) remaining modules. All four (4) modules of instruction must be completed within a twelve (12) month period. Due to class size, participant registering for a particular program must attend the modules in that program. Any changes must be authorized by the IPPFA.

Lunch is included in this program.

Agenda

  • Monday, April 29, 2019
  •  

    Module

    8:00 AM  -  4:00 PM
    Module 1
    FIDUCIARY FUNDAMENTALS: Fiduciary Duties of Public Pension Fund Trustees / Fundamentals of Pension Fund Investing
  • Tuesday, April 30, 2019
  •  

    Module

    8:00 AM  -  4:00 PM
    Module 2
    ACTUARIAL/MEDICAL: Basic Funding Concepts / Understanding Medical and Disability Issues
  • Wednesday, May 1, 2019
  •  

    Module

    8:00 AM  -  4:00 PM
    Module 3
    INVESTMENTS: Fundamentals of Fixed Income Investing / Fundamentals of Equity Investing
  • Thursday, May 2, 2019
  •  

    Module

    8:00 AM  -  4:00 PM
    Module 4
    LEGAL/ADMINSTRATIVE PRACTICES: Legal Issues and Ethics for Pension Fund Trustees / Understanding the Administration of Pension Benefits
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