Anonymous
09-25-2001, 11:05 PM
Any suggestions for an approach to 8R? It appears that while there are a few lists to memorize, most of it is really qualitative consulting around the case study. For courses 5 and 6 I had made 1000 index cards to memorize, but here, this exam seems to be truly testing what I do every day (I'm a benefits consultant). Am I missing the boat somehow?
My first guesses at what will show up on the exam:
1) Settlement last year, count on a curtailment, most likely in the hourly plan this year
2) Possible contribution issue question in conjuction with ALM (and steps to doing an ALM). Know the impact of Min Required Liability (pobably post curtailment since all plans have a accrued and not a prepaid currently?)
3) CFO wants advice on setting up a benchmark portfolio. List steps and pros/cons
4) Anyone else think that all the CAPM stuff should only be known at a "consulting level" and not a detailed calculation level? That's all course 6 stuff. I can't believe they would seriously retest it, although I have seen stranger things.
My first guesses at what will show up on the exam:
1) Settlement last year, count on a curtailment, most likely in the hourly plan this year
2) Possible contribution issue question in conjuction with ALM (and steps to doing an ALM). Know the impact of Min Required Liability (pobably post curtailment since all plans have a accrued and not a prepaid currently?)
3) CFO wants advice on setting up a benchmark portfolio. List steps and pros/cons
4) Anyone else think that all the CAPM stuff should only be known at a "consulting level" and not a detailed calculation level? That's all course 6 stuff. I can't believe they would seriously retest it, although I have seen stranger things.