RPA 2: Directing Retirement Plans Part 2 is unfortunately unavailable

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RPA 2: Directing Retirement Plans Part 2

at Baruch College - CAPS

(375)
Course Details
Price:
$679
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Location:
Virtual Classroom
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Important:
No class on Nov 25
Price includes a one-time $20 registration fee
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Description
Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 10
System Requirements:

We will be using Zoom and Moodle to conduct our online courses. To access the sessions, students will need a computer or other internet enabled device with audio/microphone capabilities.

Class Delivery:

We will be using Zoom and Moodle to conduct our online courses. To access the sessions, students will need a computer or other internet enabled device with audio/microphone capabilities.

What you'll learn in this personal finance class:

This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered in order to effectively design, administer and monitor an array of investment choices within a retirement plan. Benefits professionals will find the information on investment principles compelling both from an institutional perspective in their role overseeing plans and on a personal level as empowering, assuming their plan allows participant investment direction. 

In addition to its coverage of investment topics, the course also reviews research findings from behavioral finance and how these findings can be relevant in plan design and administration. Plan governance and how wealth can be enhanced through prudent retirement plan distribution planning are also topics covered by the course.

Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building.


Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

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Refund Policy
Students MUST submit a detailed written request to withdraw from a course, which CourseHorse will then forward on to the school. The request must state the reason of cancellation.

Refunds or credits are available: Full refund or credit if request to withdraw is made 3 business days before the first class session. 50% refund or credit if request to withdraw is made before the second class session. After the second class session no refunds or credits will be granted.

No refunds or credits will be issued for classes that meet four sessions or fewer. Classes include seminars, intensives and workshops.

All refunds will have a $25 processing fee deducted from the course refund as well as a $20 registration fee ($45 total).

When Baruch College cancels a course, refunds are made automatically. If for any reason the department cancels a session, then a make-up session will be offered.

COURSE WITHDRAWALS 

Students who wish to withdraw from a course must notify the CAPS Office in writing. Failure to complete a course, ceasing to attend class, notifying the instructor of your desire to withdraw, or general dissatisfaction with a course does not constitute a withdrawal and does not entitle you to a refund. Instructors are not permitted OR able to process withdrawals, transfers or refunds.

MAKE-UP POLICY

If a student misses a session, the department unfortunately does not authorize the student to make up that missed session in another section. If the instructor informs the student to visit another section of his class, then that is between the student and the instructor. 
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Reviews of Classes at Baruch College - CAPS (349)

School: Baruch College - CAPS

Baruch College - CAPS

We are now celebrating our 32nd anniversary in providing quality courses, certificates and services to our community. Established in 1978 to serve the New York and international communities with high-quality, professional education and training, Baruch College's Division of Continuing and Professional...

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