Investment Analyst Training Course

Overview of the International Social Security Association (ISSA)
• Definition of ISSA
• Aims of ISSA
• Activities are undertaken by ISSA
• Statutory bodies of ISSA
o The Bureau
o The Council
o The General Assembly
o The Control Commission

Priorities of ISSA
• Administrative and operational efficiency and effectiveness
• Extension of social security coverage
• Dynamic social security

Modes of Social Security as per ISSA
• Social insurance programmes
• Social assistance programmes
• Universal programmes
• Mutual benefit schemes
• National provident funds

Challenges to Social Security as per ISSA
• Demographic changes
• Extension of coverage
• Financing and investment
• Administration and management
• Information and communication technology
• Migration

ISSA Guideline: Actuarial Work for Social Security
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Valuation of social security schemes
o Operational management of social security systems
o Investment issues
o Reporting, communicating, disclosure
o Risk management and analysis
o Regulatory issues, standards, professional guidance
o Policy and strategy issues
o Actuarial expertise, staffing and training with the social security institution

ISSA Guideline: Administrative Solutions for Coverage Extension
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Assessment and contribution to the enabling requirement
o Check for institutional readiness
o Increase in awareness and outreach to difficult-to-cover groups
o Development of a cost-effective registration system
o Identification of proper solutions to collect contributions and increase compliance
o Delivery of services and benefits in a timely, accurate, effective way

ISSA Guideline: Contribution, Collection and Compliance
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Governance
o Strategy
o Operational processes
o Fraud control
o Coordination with outside organisations
o Induction of a culture of social security and compliance
o Maturity of the programme and permanent evaluation and adjustment

ISSA Guideline: Good Governance
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Good governance guidelines for the Board and Management
o Guidelines for specific areas in social security administration

ISSA Guideline: Information and Communication Technology
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Information and communication technology governance and management
o Key technologies
o Social security components

ISSA Guideline: Investment of Social Security Funds
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Investment governance principles
o Investment governance structures
o Common processes
o Processes specific to internal and external investment management

ISSA Guideline: Prevention of Occupational Risks
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Basic conditions for prevention programmes
o Prevention activities and services

ISSA Guideline: Return to Work and Reintegration
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Basic return-to-work conditions, principles and guidelines
o Specific return-to-work principles and guidelines

ISSA Guideline: Service Quality
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Service quality framework
o Development and delivery of service quality
o Continuous improvement

ISSA Guideline: Workplace Health Promotion
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Basic conditions for workplace health promotion
o Needs assessment and planning
o Workplace health promotion activities and services

ISSA Guideline: Communication by Social Security Administrations
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Communication principles
o Governance and management
o Communication unit
o Internal communication
o External communication

ISSA Guideline: Promotion of Sustainable Employment
• Definition
• Objectives
• Structure (Guidelines under the following parts)
o Basic principles
o Prevention
o Information
o Support
o Benefits
o Labour market and employment policies

1ST BATCH: Tuesday, February 3, 2026 — Friday, February 6, 2026.

2ND BATCH: Tuesday, May 26, 2026 — Friday, May 29, 2026.

3RD BATCH: Tuesday, September 22, 2026 — Friday, September 25, 2026.

The training methodology integrates lectures, interactive discussions, collaborative group exercises, and
illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical
experience, emphasizing the application of learned techniques. This approach ensures that attendees return
to their professional environments equipped with both the competence and self-assurance to effectively
implement the acquired skills in their responsibilities.