For further information on pension planning
Follow the debate on the current and future status of occupational benefit schemes, and take a look at our selection of related press articles, publications, and web links.
Training Modules
The different players in the field of occupational benefit planning, be they specialists or generalists, partisans or independent professionals, require relevant and reliable subject knowledge if they are to successfully assume their roles and responsibilities.
Our training modules are specifically tailored to meet those needs, and particularly aimed at members of foundation boards for pension funds, as well as the professionals who manage them. Classes are given by occupational benefit specialists, and are divided into a number of modules.
Choose from 11 modules
Our programme consists of 11 one-day modules. The next session will take place in autumn 2010. Please note that these classes are given currently only in French. For specific requests, please contact us to organise a customised seminar.
Pension planning and law
Module 1a – Introduction (02.11.2010 in Lausanne)
Module 1b – Advanced (03.11.2010 in Lausanne)
Module 1c – Select legal topics (04.11.2010 à Lausanne)
Operating a pension fund
Module 2a – Introduction (09.11.2010 in Lausanne)
Module 2b – Advanced (10.11.2010 in Lausanne)
Actuarial aspects
Module 2c – Introduction to actuarial techniques (in 2011)
Module 2d – Workshop: pension fund actuaries (in 2011)
Asset management
Module 3a – Introduction to asset management (11.11.2010 in Lausanne)
Module 3b – Alternative investments (in 2011)
Module 3c – Select financial topics (in 2011)
Communications for pension funds
Module 4 – Informing and communicating with policyholders (in 2011)
Useful infomation and registration
On-line registration form
Price, general terms and conditions
The complete training programme for autumn 2010 (pdf)