Certified Pension Manager (CPM) - Institute of Pension Management | Educartis

18 months
Blended Learning


Course Overview

This course is designed for pension professional.  It aims to equip the learners with knowledge and skills needed for them to specialize as pension managers. It is structured to equip the students with relevant working knowledge and skills that relates to all functional areas of pension i.e. Trusteeship, administration, Investment management, custodial, legal, secretarial, audit and accounting.

How This Course Will Benefit Your Career

Career within the Pension Industry, Career progression and knowledge/ work Competence.
Certification obtained

  • T.V.E.T.A (Technical and Vocational Education and Training Authority)
  • C.D.A.C.C. (Curriculum Development Assessment and Certification Council)

What jobs will I qualify for?

  1. Trustees
  2. Trust Secretaries
  3. Human Resource Officers
  4. Fund Managers
  5. Principle Officers
  6. Scheme Administrators
  7. Actuaries Legal Officers
  8. Pension Officers
  9. Custodians in the Banking sector


When do I start?

Next available course

School type cp

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Admission Criteria

Minimum K.C.S.E mean grade of C+ with a bachelor’s degree qualification from a recognized institution. 
If you do not have this qualification, you may apply based on other qualifications or work experience in the pension related role.

How do I apply?

Visit our website or visit our offices at West Park Suites 3rd Floor to complete the application form. 

Payment options

Bank Payment Account Name: Institute Of Pension Management Limited, Account Number: 1001120200207
Mpesa Till Number 84166

Detailed course information

Level I
  1. Pension Law
  2. Pension Arrangements and Overview
  3. Pension Design Options 
  4. Capital Markets and Regulations 
  5. Portfolio Management 
  6. Performance Measurement 

Level II
1. Member Records Management  
2. Retirement Benefits and Taxation 
3. Stakeholders Management 
4. Operational Risk Management 
5. Corporate Actions and Settlements 
6. Asset Reconciliation 

Level III
  1. Scheme Auditing Procedures
  2. Scheme Accounting Procedures 
  3. Trustee Meetings
  4. Scheme Governance
  5. Strategic Management of Schemes
  6. Global Pensions and Research
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Course Provider