Self-study exam based on a thorough understanding of technical and research-based articles on the specific topics of: annuities; principles of risk and insurance; insurance needs analysis; quantitative investment concepts; portfolio development and analysis; and investment strategies.
- Compare and contrast the Federal Employees Retirement System (FERS) survivor annuity benefits for male and female retirees
- Discover a framework for how defined benefit pensioners can best select a pension insurance method, within the context of U.S. military veterans’ Survivor Benefit Plan
- Analyze the role life expectancy, moral hazard, taxes, and individual financial needs play in selecting a pension insurance program
- Use a concept of “uncertainty” as an additional indicator of returns to value, as measured by the CBOE VVIX (“volatility of volatility”)