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CEBS Designation

The CEBS designation is a credential that is recognized for the depth and relevance of critical knowledge achieved. It draws from the GBA and RPA curriculum to build a total benefits perspective and is achieved by successfully completing all five required courses.

US Curriculum

RPA 1

Dec 11, 2023, 22:24
Title : RPA 1
Course Code : CECD74
Subtitle : Managing Retirement Plans Part 1
ExternalPK :
Bypass URL :
Button URL : /cebs/home/order/order-form-canada
Button Label : Get Started Today
Accordion 1 Label :
Accordion 2 Label :
Accordion 3 Label :
Price for Content Box One : C$665
Price for Content Box Two : C$325
Price for Content Box Three : C$270
Price for Content Box Four : C$260
Price for Content Box Five : C$740
Country : Canada
Required To Earn : RPA, CEBS
Designation : RPA
Topic :
Sort Order : 4

(Updated January 2022)

Retirement plans can be designed, funded and administered by plan sponsors in any number of ways. The overall plan management function (e.g., who makes key decisions, legislative requirements that apply, who is accountable for results) varies depending on the type of vehicle used to provide pensions—registered or nonregistered, defined benefit or defined contribution, or a hybrid. Regardless of the type of retirement plan, some common principles and processes apply. RPA 1 examines what is entailed in retirement plan management decisions and factors that impact design, funding and administration options available to plan sponsors and governance requirements. Text-based reading is supported with regulatory guidance and industry-based practice guidelines.

Topics Covered:

  • Designing Registered Pension Plans
  • Designing Non-Pension Registered Retirement Plans
  • Leveraging the Tax Regime in Plan Design
  • Complying with Pension Standards Legislation
  • Establishing Effective Governance
  • Administering Retirement Arrangements
  • Optimizing Plan Funding and Financial Reporting
  • Managing Retirement Plan Assets
  • Addressing Special Provisions—Multi-Employer Pension Plans
  • Managing Special Situations—Plan Terminations, Surplus in Ongoing Plans and Business Reorganizations
  • Other Employer-Sponsored Plans
  • Capstone Case: Managing Retirement Plans in Accordance with Organizational Goals
Required - Exam

Successful completion of comprehensive exam

* Price includes two attempts.    

Essential - Study Guide

RPA 1 Study Guide, 2nd Edition, including online access to the modules and practice exam

* Readings Updates

Essential - Textbook

Morneau Shepell Handbook of Canadian Pension and Benefit Plans, 17th Edition

Supplementary

Online Study Group With Instructor Support
12-week sessions offered in spring, summer and fall

Success Package - Save 20%

Save 20% when you purchase the Online Study Group and RPA 1 exam.

Categories :

Canadian Curriculum

RPA 1

Dec 11, 2023, 22:24
Title : RPA 1
Course Code : CECD74
Subtitle : Managing Retirement Plans Part 1
ExternalPK :
Bypass URL :
Button URL : /cebs/home/order/order-form-canada
Button Label : Get Started Today
Accordion 1 Label :
Accordion 2 Label :
Accordion 3 Label :
Price for Content Box One : C$665
Price for Content Box Two : C$325
Price for Content Box Three : C$270
Price for Content Box Four : C$260
Price for Content Box Five : C$740
Country : Canada
Required To Earn : RPA, CEBS
Designation : RPA
Topic :
Sort Order : 4

(Updated January 2022)

Retirement plans can be designed, funded and administered by plan sponsors in any number of ways. The overall plan management function (e.g., who makes key decisions, legislative requirements that apply, who is accountable for results) varies depending on the type of vehicle used to provide pensions—registered or nonregistered, defined benefit or defined contribution, or a hybrid. Regardless of the type of retirement plan, some common principles and processes apply. RPA 1 examines what is entailed in retirement plan management decisions and factors that impact design, funding and administration options available to plan sponsors and governance requirements. Text-based reading is supported with regulatory guidance and industry-based practice guidelines.

Topics Covered:

  • Designing Registered Pension Plans
  • Designing Non-Pension Registered Retirement Plans
  • Leveraging the Tax Regime in Plan Design
  • Complying with Pension Standards Legislation
  • Establishing Effective Governance
  • Administering Retirement Arrangements
  • Optimizing Plan Funding and Financial Reporting
  • Managing Retirement Plan Assets
  • Addressing Special Provisions—Multi-Employer Pension Plans
  • Managing Special Situations—Plan Terminations, Surplus in Ongoing Plans and Business Reorganizations
  • Other Employer-Sponsored Plans
  • Capstone Case: Managing Retirement Plans in Accordance with Organizational Goals
Required - Exam

Successful completion of comprehensive exam

* Price includes two attempts.    

Essential - Study Guide

RPA 1 Study Guide, 2nd Edition, including online access to the modules and practice exam

* Readings Updates

Essential - Textbook

Morneau Shepell Handbook of Canadian Pension and Benefit Plans, 17th Edition

Supplementary

Online Study Group With Instructor Support
12-week sessions offered in spring, summer and fall

Success Package - Save 20%

Save 20% when you purchase the Online Study Group and RPA 1 exam.

Categories :

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