Certificate of Achievement in Public Plan Policy (CAPPP®)

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The CAPPP® program provides trustees and public sector policy makers with a solid knowledge base in the legal, legislative, plan design and fiduciary aspects of public sector benefit plans.

Earn a Certificate in Employee Pensions or a Certificate in Employee Health by attending four days of instruction. Each certificate is offered in two parts. You can take the two-day courses independently or consecutively. To earn a CAPPP® in either Employee Pensions or Employee Health, attendees are required to pass two take-home exams: one for Part I and one for Part II. 

Faculty is drawn from practitioners in the public sector who are well-acquainted with the “real” issues being faced, allowing rich and current examples of actual situations. Class size is limited in order to foster a personal touch and comprehension.

Flexible enrollment options are available for CAPPP®. Part II can be taken before Part I. 

Benefits of Attending

  • A cost-effective way to get thorough, on-target information to assist you in policy-making decisions
  • Scheduled immediately following the Public Employee Benefits Update
  • An examination of the role of trustees and their relationship to other public benefit plan functions
  • Firsthand knowledge shared by leading consultants and practitioners in the public benefits field
  • Valuable resource materials for future reference
  • An educational benchmark of excellence for the public sector
  • A way to test your knowledge through a take-home exam.

Topic Overview

  • Governance
  • Legal Environment
  • Legislative/Regulatory Developments
  • Actuarial Principles
  • Plan Design
  • Investments
  • Administrative Strategies
  • Emerging Issues
  • Concepts of Group Health Plans
  • Employer Strategies/Options

Registration Includes

  • Comprehensive Take-Home Materials
  • Valuable Written References and Resources
  • Continental Breakfasts
  • Beverage Breaks

More Information

For course content and examination guidelines, call Justin Held, (262) 373-7718; or e-mail justinh@ifebp.org.

Who Should Attend

  • Public sector benefit plan trustees at all levels of experience
  • Representatives of public funds of various types, sizes and geographical areas who wish a high-level overview
  • Individuals who need a comprehensive understanding of public employee plan management at the policy-making level

San Jose, California
June 3-4, 2014

Health - Part I
Pensions - Part I

San Jose, California
June 5-6, 2014

Health - Part II
Pensions - Part II

Boston, Massachusetts
October 11-12, 2014

Health - Part II
Pensions - Part II

Download the Brochure

Download the full brochure [PDF]