Canadian Pension Certificate Program - Fall 2022

Canadian Pension Certificate Program - Fall 2022

October 24 - November 2, 2022 9:30 AM to 4:00 PMOnline - Eastern Time
Area of Interest: Pensions Format: Web

Canadian Pension Certificate Program

Online Course - Revised Curriculum

offered by CPBI Ontario in partnership with the Human Resources Professionals Association

Starts: October 24, 2022 at 9:30 AM - Ends: November 2, 2022 4:00 PM

Pensions and retirement savings used to be a relatively straightforward area for HR professionals. Not anymore.
While still a very important element of employee compensation, the landscape of pension and retirement savings has become much more complex.
Longer life expectancies and workplace demographics that often skew toward the more mature end of the spectrum are also complicating factors. And as pension law and regulation continue to evolve, a good understanding of the legal framework, best practices and risk management is critical to successful plan administration.

In this certificate course, master one of the most important elements of employee compensation and learn how to make your firm's programs as efficient as possible. This is an invaluable opportunity to further your career and enhance your company's effectiveness by becoming an expert in the area of pension and retirement savings.

What will I learn?

After completing the certificate program, participants will have the skills and information required to:

  • Gain an understanding of the legal and regulatory framework that applies to pension and other retirement savings plans.
  • Learn tips on best practices in plan administration and governance.
  • Get strategies to reduce risk and liability in plan administration.
  • Develop an understanding of investment and plan structure principles across different plan types

HRPA and/or CPBI Members: $1650 + Taxes
Non-Members: $2060 + Taxes

Join CPBI-ICRA  to save $410 now and much more! (regular membership $325 + taxes)

*** CPBI Members can email [email protected] to receive their coupon code.

The promo code entitles you to the HRPA Member rate. If you are an HRPA member, you will automatically receive the HRPA Member rate without having to apply the promo code. Registrants are allowed only one discount per registration, equivalent to the HRPA Member rate.
To receive a certificate of completion at the end of the program, you must successfully complete online assessments after each scheduled module.
This program will not be recorded. This is an intact program in which attendees must attend all of the sessions in order to qualify for the certificate.
What is covered?

During this four-day, eight-module virtual experience designed for HR practitioners, participants will collaborate with peers through instruction, case studies, scenarios and simulations that include:

Module 1 – Plan Overview and Statutory Requirements

  • Overview of defined contribution plans, defined benefit plans, and other  registered plans
  • Pension standards registration and compliance requirements
  • Tax registration and reporting requirements (e.g., plan registration requirements, advantages of registration, T4 reporting, pension adjustments, etc.)

Module 5 – Best Practices in Communications & Record Keeping

  • Best practices for all organization types & size
  • Common communication pitfalls
  • The importance of clear and accurate communications
  • Communications in a post-COVID world

Module 2 – Key Concepts – Defined Benefit Plans

  • Plan funding
  • Investment rules (30%/10%) and regulations
  • Actuarial funding, valuations and assumptions
  • SIPPs
  • DB limits under ITA
 Module 6 – Administrative Guidelines for Life Events

  • Beneficiary Designations
  • Leaves of Absence
  • Separation of Employment
  • Marital Equalization Payments
  • Employer Corporate Transactions

Module 3 – Key Concepts -Defined Contribution Plans

  • Service providers and investment options (risk appetites)
  • Default investments
  • Fees
  • DC/money purchase limits under the ITA

Module 7 – Plan Member’s Transition to Retirement

  • Helping your members address the retirement gap
  • Decumulation product trends and insights
  • Improving Member outcomes
Module 4 – Investment Concepts Explained – for DB & DC Plans

  • Investment managers
  • Alternative investments
  • Global & Canada investment trends

Module 8 –Governance and Risk Management

  • Principles of plan governance
  • Risk management (including de-risking) and best practices in plan governance

Who should attend?

HR professionals/Executives, VPs/Directors/Managers of Human Resources, HR generalists, Pension Committee Members, Boards of Trustees, C-suite Executives. Head of Finance, Finance Managers, Analysts, Pension Specialists, HR Consultants, Business Owners.

What is the course format?

This certificate program combines live virtual instruction with hands-on experiential learning through case studies, scenarios, group work/break out discussions and simulations.

Live Virtual Sessions:

There will be online instructor-led modules, during which practical examples and experiences will be shared.


Participants will be provided with session workbooks to follow along with the content covered in each module and to take notes, as well as additional pre-session and post-session assignments to prepare for the simulations.

Peer Learning and Group Work:

Participants will have the opportunity to learn from each other while answering questions and sharing experiences and observations during the modules, as well as through practical, hands-on exercises and simulations based on real-world labour relations events and processes.

Time Commitment:

This four-day certificate program will be delivered in eight modules. Participants will spend four (4.5) hours each day participating in the virtual sessions and accompanying exercises and simulation activities. Over the duration of the course, participants can expect to spend an additional five (5) hours completing work outside of the daily sessions, either in break out groups with peers or individually preparing for case study debriefs or simulation participation. The in-class virtual modules will be held as follows:


Introduction - Monday October 24, 2022 (9:30am - 10:00am EST)
Module 1 – Monday October 24, 2022 (10:00 am – 12:00 pm EST)
Module 2 – Monday October 24, 2022 (2:00 pm – 4:30 pm EST)
Module 3 – Wednesday October 26, 2022 (10:00 am – 12:00 pm EST)
Module 4 – Wednesday October 26, 2022 (2:00 pm – 4:30 pm EST)
Module 5 – Monday October 31, 2022 (10:00 am – 12:00 pm EST)
Module 6 -  Monday October 31, 2022 (2:00 pm – 4:30 pm EST)
Module 7 – Wednesday November 2, 2022 (10:00 am – 12:00 pm EST)
Module 8 - Wednesday November 2, 2022 (2:00 pm – 4:30 pm EST)

For more information or registration please call: 877 599 1414 or email [email protected] 

Cancellation Policy 

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