Course description
This course presents investment theory that is transferable to management of assets in any type of employer-sponsored retirement plan, including plans such as group tax - free savings accounts and employee savings plans, which are mostly unrestricted by government regulations and contribution limits. The practical application of this theory is identified through examination of investments specific legislation and regulations, roles and responsibilities of key stakeholders, management of issues in each step of the investment cycle, reporting and communication practices, and industry tools and guidelines that support sound plan investment management.
Course details
Hours:
42
Credits:
3
Prerequisites:
HRM1510
Corequisites:
None
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