CLHIA Proficiency Standards

We would like to acknowledge CLHIA and the member companies of CLHIA for sharing their vision and expertise in working with Dalhousie University and for their financial support to develop the courses.

The content for these courses is taken from the Canadian Group Life and Health Primer course and the Canadian Group Retirement Plans Primer course. While the format of the courses has changed to include new learning tools and more interactive features, the information contained in the courses remains the same.

About the Proficiency Standards

The Proficiency Standards recognize that there should be a measurable level of competence in the field. In addition to enhancing consumer protection in an expanding and complex marketplace, it also contributes to an image of professionalism in the industry. These Standards require that employees who represent the insurer in the sale and service of group life and health insurance and group retirement contracts earn the Group Benefits Associate (GBA) designation or the Retirement Plans Associate (RPA) designation through the Certified Employee Benefit Specialist Program. CEBS is co-sponsored by the International Foundation of Employee Benefit Plans and Dalhousie University.

 
 The Retirement Landscape
This course provides a basic understanding of what retirement income needs are and how retirement plans work to meet these needs. You’ll learn the key characteristics of registered and non-registered plans, including defined benefit and defined contribution plans.

Enroll Now 
 
 Employer-Sponsored Retirement Plans
Examining the benefits arising from a registered pension plan, this course examines various types of defined benefit registered pension plans and non-registered savings plans, as well as their advantages and disadvantages for employees and employers.

Enroll Now 
 
 Retirement Plan Sponsor Responsibilities
This course reviews the significance of CAP Guidelines and CAPSA Guidelines for plan sponsors, plan members and insurers and highlights key differences between the two sets of Guidelines.

Enroll Now 
 
 Life Cycle of a Group Retirement Plan
Life Cycle of a Group Retirement Plan outlines the insurer’s role and responsibilities at all stages of a capital accumulation plan (CAP) life cycle—prospecting, quoting/proposing, selling, implementing, servicing and terminating a group retirement plan. The application of principles of ethical decision making throughout the life cycle of CAP is examined from the perspectives of all parties involved in the group retirement plan—plan sponsor, insurer, plan advisers and plan members.

Enroll Now 

Newly Restructured Group Benefits Courses!

 
 The Group Insurance Landscape
What is insurance and why it is needed? This course provides an overview of common insured and noninsured benefits provided under group benefits plans and the insurer’s role in the provision of group insurance.

Enroll Now 
 
 Group Benefits Design and Administration
This course outlines the plan sponsor’s role in group benefits plan management and provides an overview of key requirements related to group benefits design, claims administration, premium administration, recordkeeping and communication.

Enroll Now 
 
 Group Benefits Funding and Pricing
A comprehensive overview of the traditional funding methods used for most group benefit plans, a look at the factors that impact a plan sponsor’s decision about the funding method chosen and an examination of the basic methods of pricing group insurance.

Enroll Now 
 
 Life Cycle of a Group Benefits Plan
Life Cycle of a Group Benefits Plan outlines the insurer’s role and responsibilities at all stages of a group benefits plan life cycle—prospecting, quoting/proposing, selling, implementing, servicing, amending/renewing and terminating a group insurance plan. The application of principles of ethical decision making throughout the life cycle of a group benefits plan is examined from the perspectives of all parties involved—plan sponsor, insurer, plan advisors and plan members.

Enroll Now