CPE Content Domain and Body of Knowledge

The topics listed below reflect the existing body of knowledge and applications covered in the CEBS curriculum and provide the educational framework for qualifying activities for CPE credit. The first five topics cover the breadth of the subject matter while the remaining topics focus on applications and industry practices. CPE activities must relate to one or more elements of the body of knowledge as delineated in these content areas.

  • Group Benefits Management
  • Retirement Plans Management
  • Human Resources Management
  • Compensation Management
  • Wealth Management/Personal Financial Planning
  • Governance/Integration/Coordination of Private, Group and Public Plans
  • Plan Design
  • Plan Funding and Finance
  • Plan Administration/Claims
  • Plan Communication
  • Compliance Practices
  • Resource and Cost-Containment Practices
  • Technology, Service and Support Practices
  • Regulatory, Legislative and Marketplace Developments
  • Ethics and Professional/Fiduciary Responsibility