Estimating retirement benefit expense using Excel

Estimating retirement benefit expense using Excel

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₱300 – ₱350

Date and time

Location

Online event

Refund policy

Focusing on maximizing Excel functions in computing the retirement benefit expense and obligation.

About this event

Coverage of the virtual training

  • Limitations of computing the benefit using simple Excel
  • Requirement of hiring an actuary
  • Frequency of estimating accrual
  • How materiality affects the decision whether to hire actuary or not
  • The next steps after the Excel calculation

Course level: Intermediate

Order of the day

  • 09:00 to 09:30 AM – Join the virtual training early to sort any technical issues.
  • 09:30 to 09:45 AM – Check-in QUIZ (5 True/False questions)
  • 09:45 to 10:30 AM – Discussion and lecture
  • 10:30 to 10:35 AM – Quick break
  • 10:35 to 11:05 AM – Individual Activity (case study with 5 True/False questions)
  • 11:05 to 11:15 AM – Debriefing of answers from Individual Activity
  • 11:15 to 11:30 AM – Q&A
  • 11:30 to 12:00 PM – Final Quiz (8 True/False; 1 Multiple Choice; 1 Problem-solving questions)

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