Wealth Management

Pensions & Retirement (2021)

Overview

Around the world, aging populations are staining retirement systems. Both government and private retirement funds face significant challenges in providing individuals with a comfortable old age. Retirement industry participants are turning to new models, funding structures, and regulatory regimes to address these challenges. This eCourse provides a high-level overview of the retirement industry and highlights the key challenges participants face, as well as strategies to address them.

Objective

On completion of this course, you will be able to:
- Define retirement funds and identify their core functions
- List different types of retirement funds
- Identify common retirement fund benefit and funding structures
- Name the typical features of retirement funds
- Identify the challenges facing retirement funding systems
- List the different strategies for addressing pension industry challenges

Content

Business of Pensions & Retirement
Topic 1: Overview of Retirement Funds
Topic 2: Retirement Fund Features
Topic 3: Private Retirement Fund Industry
Topic 4: Industry Challenges
Topic 5: Industry Responses
Topic 6: Opportunities & Strategies

Details

Code
TEPWM21011601
Venue
ePlatform
Relevant Subject
Type 9 - Asset management
Language
English
Level
Introductory
Hours
SFC:1.00, PWMA:1.00
Fees
Chinese Securities Association of Hong Kong (HKCSA): HK$315
Staff of Corporate Member: HK$300
Non-Member: HK$450
All Member: HK$300