FPPTA Virtual Fall Trustee School

Intermediate CPPT: Sessions 18-21

There is an additional handout for Session 18: The Actuarial Report.
Click here to view handout

Session Information

Speaker bios and presentation slides are in your study guide. 

Session 18
The Actuarial Report
Joe Griffin
Foster & Foster Consulting Actuaries

Session 19
The Fixed Income Manager Report
Pat Kelly
Agincourt Capital Management

Session 20
Investment Consultant / Asset Allocation Recommendation
Frank Wan
Burgess Chambers & Assoc.

Session 21
Investment Consultant / Manager Search Report
Scott Owens
Graystone Consulting

Important Notes

  • Speaker bios and presentation slides are in your study guide.
  • There will be a review session tomorrow morning at 10am. You will be sent your CPPT exam immediately following the review session. The exam is 100 multiple choice questions. You have 90 minutes to complete and submit your exam. You may refer to your study guide while taking the exam.
  • For general technical questions regarding today’s program please contact support@fppta.org. Please keep in mind there is nothing we can do to solve internet connectivity issues, firewall restrictions, and other issues that may arise due to browser settings or your work place’s filters and restrictions.
Thank you to our Premium & Trustee School Impact Sponsors