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     Certified Trustee Program

  Our 32-hour Certified Trustee Program is offered throughout the year in four eight-hour modules from 8:00am to 4:00pm. Each one of the modules is approximately one month apart. Classes are held at the NIU Outreach Centers in Naperville (N) and in Hoffman Estates (HE). All modules must be completed within a twelve month period.
  The cost of the program is $750 per participant for IPPFA members and $1,000 for non-members and includes all instructions, a notebook, all textbooks and related handout materials. A $25 reassignment fee will be assessed for each missed module. The Illinois Department of Financial & Professional Regulation, Division of Insurance has approved this fee as a "necessary pension fund expense" under the Illinois Pension Code.

Registration for Program 26 is now closed, as the class is full. Call the IPPFA office with any questions.

We are now accepting registrations for Program 26      &        Program 25 Venue Changed:

    Lewis & Clark Community College N.O. Nelson Campus, 600 Troy Rd. in Edwardsville, IL.
All modules will be held in Jay Hoffman Center Room 110 Lecture Hall.
The scheduled times will remain the same.
     
  MODULE 1     August 16, 2010 (HE) August 25, 2010(Lewis & Clark CC)
  FIDUCIARY FUNDAMENTALS
     Fiduciary Duties fo Public Pension Fund Trustees
     Fundamentals of Pension Fund Investing

  MODULE 2     August 17 , 2010 (HE) Sept 29, 2010(Lewis & Clark CC)
  ACTUARIAL/MEDICAL
     Basic Funding Concepts
     Understanding Medical and Disability Issues

  MODULE 3     Augustl 18, 2010 (HE) Nov 3, 2010 (Lewis & Clark CC)
  INVESTMENTS
     Fundamentals of Fixed Income Investing
     Fundamentals of Equity Investing

  MODULE 4     August 19, 2010 (HE) Dec1, 2010 (Lewis & Clark CC)
  LEGAL/ADMINISTRATIVE PRACTICES
     Legal Issues and Ethics for Pension Fund Trustees
     Understanding the Administration of Pension Fund Benefits


We are now accepting registrations for Program 27      &        Program 28

  MODULE 1     January 20 , 2011 (HE) March 7, 2011 (HE)
  FIDUCIARY FUNDAMENTALS
     Fiduciary Duties fo Public Pension Fund Trustees
     Fundamentals of Pension Fund Investing

  MODULE 2     February 24 , 2011 (HE) March 8 , 2011 (HE)
  ACTUARIAL/MEDICAL
     Basic Funding Concepts
     Understanding Medical and Disability Issues

  MODULE 3     March 24 , 2011 (HE) March 9 , 2011 (HE)
  INVESTMENTS
     Fundamentals of Fixed Income Investing
     Fundamentals of Equity Investing

  MODULE 4     April 21, 2011 (HE) March 10 , 2011 (HE)
  LEGAL/ADMINISTRATIVE PRACTICES
     Legal Issues and Ethics for Pension Fund Trustees
     Understanding the Administration of Pension Fund Benefits

This course must be taken in its entirety and is not available in individual modules. Each participant must successfully complete module one before attending any of the three remaining modules. All four modules of instruction must be completed within a twelve month period. Due to class size, participant registering for a particular Program must attend the modules in that Program. Any changes must be aurthorized by the IPPFA.
        <Download the Program 25 Regsitration Form> - Adobe Reader Required 
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        <Download the Program 26 Regsitration Form> - Adobe Reader Required

    <Download the Program 27 Regsitration Form> - Adobe Reader Required
    <Download the Program 28 Regsitration Form> - Adobe Reader Required
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