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ProVal Training
Free Training, at your own pace
Paid Training, led by an instructor
Paid training courses are held either online or in person (additional fee applies) and are led by a WinTech instructor.
Courses:
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Introduction to ProVal: Pension (USA/Canada)
This course is regularly scheduled every month and run from 10 am – 1 pm Eastern Time for 3 days with
two additional 30 minute labs for those needing extra help. Fee is $500/person (max $2,000/company). To
register for an online session
CLICK HERE. |
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| Day 1 - Valuation |
| Introduction |
| Set up fields in Data Dictionary |
| Import Data from the source file |
| Using the Data Editor (Tools, Properties) |
| Manipulate data using expressions |
| Interpret data through Census Specifications |
| Set up a Plan Definition |
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| Day 2 – Valuation (Continued) |
| Plan Definition Q&A |
| Set up Valuation Assumptions |
| Inspect Sample Lives |
| Perform the Valuation |
| Set up Asset & Funding Policy |
| Calculate contributions and expense |
| Screen Data |
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| Day 3 - Forecasting |
| Group Data from seriatim database |
Create New Entrant file |
| Calculate Scaling Factors to adjust results |
| Execute a Core Projection of liabilities |
| Perform a Deterministic Forecast |
| Run a Capital Market Simulator |
| Run an Efficient Frontier |
| Perform a Stochastic Forecast |
| ** OPEB topics (about 1 hour) |
| ** Gain/Loss Demonstration (about 30 minutes) |
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** Optional Material (if time permits)
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Introduction to ProVal: OPEB
Available upon request. Agenda is similar to "Introduction to ProVal: Pension
(USA/Canada)" course.
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Forecast Training
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Fees and time:
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Online |
At WinTech |
At Your Office |
Introduction to ProVal
Pension or OPEB |
$500/person up to $2,000/company
3 half days |
$2,000
2 full days |
$3,000 + travel
expenses
2 full days |
| Forecast Training |
$2,000
1 full day or 2 half days |
$2,000
1 full day |
$3,000 + travel expenses
1 full day |
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For more information or to request a paid training course:
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Download ProVal Client referenced in the above video here
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