Master pension fund management to secure a strong financial future for your clients. Learn to invest pension funds wisely, manage risk, and comply with regulatory requirements to deliver optimal returns

Training on Pension Fund Management

Course Overview:

 Pension Fund Governance Course addresses the financial and societal challenges faced by pension scheme managers, regulators, and governance providers. This Pension Regulation Course provides advanced knowledge and tools crucial for the effective oversight and administration of pension plans. Pension Fund Management is designed to provide participants with a comprehensive understanding of the principles, strategies, and best practices involved in managing pension funds. Participants will gain insights into current trends, challenges, and innovations in the pension fund industry, enabling them to manage pension portfolios effectively and ensure financial sustainability for beneficiaries.

Duration

5 Days

Who Should Attend

  • Pension fund managers
  • Financial analysts and consultants
  • Trustees of pension schemes
  • Investment managers and portfolio managers
  • Human resource and benefits managers
  • Regulatory bodies and compliance officers
  • Financial planners and advisors
  • Professionals involved in pension administration
Course Level: Intermediate

Course Objectives

By the end of this course, participants will be able to:

  • Understand the fundamental principles of pension fund management.
  • Apply effective asset allocation and investment strategies for pension funds.
  • Implement robust risk management and governance practices.
  • Ensure compliance with relevant legal and regulatory frameworks.
  • Optimize pension fund performance through strategic investment and financial planning.
  • Evaluate the impact of market trends and economic factors on pension funds.
  • Develop skills in managing and monitoring the performance of pension portfolios.

Course Outline:

Module 1: Introduction to Pension Fund Management

  • Overview of Pension Fund Systems
  • Types of Pension Schemes: Defined Benefit vs. Defined Contribution
  • Role of Pension Funds in Financial Markets
  • Governance and Fiduciary Responsibility
  • Legal and Regulatory Framework for Pension Funds

Module 2: Pension Fund Investment Strategies

  • Principles of Asset Allocation
  • Investment Vehicles: Equities, Bonds, Real Estate, and Alternatives
  • Risk-Return Trade-offs in Pension Funds
  • Strategic and Tactical Asset Allocation
  • Sustainable and Responsible Investing (SRI) for Pension Funds

Module 3: Risk Management in Pension Funds

  • Identifying and Assessing Pension Fund Risks
  • Longevity and Inflation Risk
  • Market, Credit, and Liquidity Risks
  • Tools and Techniques for Managing Pension Fund Risks
  • Stress Testing and Scenario Analysis

Module 4: Pension Fund Performance and Monitoring

  • Key Performance Indicators (KPIs) for Pension Funds
  • Measuring and Monitoring Pension Fund Returns
  • Benchmarking Against Industry Standards
  • Evaluating the Performance of Fund Managers
  • Strategies for Enhancing Pension Fund Performance

Module 5: Pension Fund Governance and Future Trends

  • Best Practices in Pension Fund Governance
  • Role of Trustees and Fund Managers
  • Pension Fund Reporting and Disclosure
  • Emerging Trends in Pension Fund Management (Technology, ESG)
  • Case Studies
Customized Training

This training can be tailored to your institution needs and delivered at a location of your choice upon request.

Requirements

Participants need to be proficient in English.

Training Fee

The fee covers tuition, training materials, refreshments, lunch, and study visits. Participants are responsible for their own travel, visa, insurance, and personal expenses.

Certification

A certificate from Ideal Workplace Solutions is awarded upon successful completion.

Accommodation

Accommodation can be arranged upon request. Contact via email for reservations.

Payment

Payment should be made before the training starts, with proof of payment sent to [email protected].
For further inquiries, please contact us on details below:

Email: [email protected]
Mobile: +254759708394

Register for the Course

Classroom Training Schedules


April 2025
Date Duration Venue Fee Enroll
7 Apr - 11 Apr 2025 5 days Nairobi, Kenya KES 80,000 | USD 1,000 Register
14 Apr - 18 Apr 2025 5 days Mombasa, Kenya KES 80,000 | USD 1,000 Register
21 Apr - 25 Apr 2025 5 days Nakuru, Kenya KES 80,000 | USD 1,000 Register
28 Apr - 2 May 2025 5 days Kisumu, Kenya KES 80,000 | USD 1,000 Register
7 Apr - 11 Apr 2025 5 days Kigali, Rwanda USD 1,400 Register
14 Apr - 18 Apr 2025 5 days Kampala, Uganda USD 1,900 Register
21 Apr - 25 Apr 2025 5 days Dubai, United Arabs Emirates USD 3,500 Register
21 Apr - 25 Apr 2025 5 days Dar es Salaam, Tanzania USD 1,700 Register
28 Apr - 2 May 2025 5 days Cape Town, South Africa USD 2,300 Register
May 2025
Date Duration Venue Fee Enroll
5 May - 9 May 2025 5 days Nairobi, Kenya KES 80,000 | USD 1,000 Register
12 May - 16 May 2025 5 days Mombasa, Kenya KES 80,000 | USD 1,000 Register
19 May - 23 May 2025 5 days Nakuru, Kenya KES 80,000 | USD 1,000 Register
26 May - 30 May 2025 5 days Kisumu, Kenya KES 80,000 | USD 1,000 Register
5 May - 9 May 2025 5 days Kigali, Rwanda USD 1,400 Register
12 May - 16 May 2025 5 days Kampala, Uganda USD 1,900 Register
19 May - 23 May 2025 5 days Dubai, United Arabs Emirates USD 3,500 Register
19 May - 23 May 2025 5 days Dar es Salaam, Tanzania USD 1,700 Register
26 May - 30 May 2025 5 days Cape Town, South Africa USD 2,300 Register

Online Training Schedules


April 2025
Date Duration Session Fee Enroll
14 Apr - 18 Apr 2025 5 days Full-day KES 55,000 | USD 550 Register
May 2025
Date Duration Session Fee Enroll
12 May - 16 May 2025 5 days Full-day KES 55,000 | USD 550 Register
For customized training dates or further enquiries, kindly contact us on +254759708394 or email us at [email protected].

Related Courses


Learners' Benefits

See What Our Learners Get


World Class Learning

Subscribe to the Ideal Workplace Solutions Guide!


Get updates on the latest posts and more from Ideal Workplace Solutions straight to your inbox.