Council of Institutional Investors

Trustee Education

CII often hosts educational sessions for pension fund trustees in conjunction with semi-annual conferences.

Upcoming Events:

Pension Fund Trustee Training – Education Trustees Can Use
Hosted by CII in partnership with the CFA Institute
March 9, 2020, 8:30 AM – 2:30 PM ET
Mandarin Oriental Hotel, Washington, D.C.
See the full curriculum here

WHAT: CII and the CFA Institute are pleased to offer a one-day training program tailored for public pension fund trustees.
The newly refreshed course starts with fiduciary duties and ethics training based on real-life case studies that provide instruction and encourage critical thinking. Trustees will hone their investment skills in “basic training” and in seminars on advanced topics such as private equity and the pros and cons of timing the market. The course wraps up with a panel discussion on hot issues in fund governance. Instructors are seasoned professionals with an appreciation for the challenges fund trustees face.
WHY: The course is an entertaining and interactive program that is updated annually to reflect changing market trends. It covers fiduciary ethics, investment oversight skills and fund governance challenges delivered by CFA Institute experts and experienced fund trustees and staff. The course explores issues that are vital for both new and experienced trustees.
COST: With CFA Institute’s support, CII is able to offer trustee training at an extremely low price ($395 for CII Members, $595 for non-members).

Registration for the class is part of registration for CII's Spring 2020 Conference & 35th Anniversary‚Äč. Please contact Amy Borrus for more information.