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Employee Benefits Courses and Certificates

Employee Benefits Courses and Certificates

Certificate Programs / Employee Benefits Courses and Certificates / Overview

Advance your career with these expert-led courses

Formerly Certificate Series

Stay ahead in managing and supporting your benefits and compensation plans with confidence! These in-person courses offer an immersive, hands-on learning experience designed to empower you with knowledge and insights. Dive deep into the history, evolution and latest trends in benefits through engaging, interactive lectures and real-world case studies. Gain the expertise you need to make impactful decisions and elevate your organization’s understanding of employee benefits.

What You Gain From Employee Benefits Courses

Two-Day Courses

Designed to fit the education you need in two days, making it possible to take more courses throughout the week, or not miss a whole work week in the office.

Case-Study Work

Each course features case studies, designed to apply what was learned and get creative to find innovative solutions to challenges commonly faced in benefits.

Take Home Resources

Bring the resources referenced in your classwork home with you, to use as a reference when you need it in your day-to-day role.

Network With Your Peers

Take the opportunity to get to know your fellow course attendees. Learn from what worked for them in their organizations and develop strong networks for the future.

Ask the Experts

Courses are taught by industry leaders and subject matter experts. Ask questions and get insight into solutions and innovations you can apply in your role at your organization.

Work Towards a Certificate

Earn a Certificate in Achievement when you take the designated courses. Receive your certificate to hang on your wall and show off your dedication to education and achievement.

Instructors

Healy, Barbara A. - a45e6f4f-f2a6-ec11-8132-005056bae61e

Aug 1, 2025, 12:36
Title : Healy, Barbara A. - a45e6f4f-f2a6-ec11-8132-005056bae61e
Display Name : Barbara Healy
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Credentials : M.B.A., AIF, CFP, CFS, CRC
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Title or Position : Senior Consultant
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Organization : NFP, An Aon Company
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Role : Instructor
City : Scottsdale
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State : AZ
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ExternalPK : a45e6f4f-f2a6-ec11-8132-005056bae61e
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Barbara Healy has been a senior consultant at NFP Retirement (SST Consulting) since 2008, primarily working with public sector and nonprofit educational institutions. Prior to joining SST Benefits, Barbara was the vice president at Great West Life & Annuity, in charge nationally of the education pension market where she launched successfully an innovative, low-cost open architecture; internet-based IRC §403(b); and IRC §457(b) plan offering. She was vice president of business development for all public sector plans at Nationwide Retirement Solutions and responsible for MetLife’s education pension market nationally. Healy has 30 years of experience exclusively assisting local government, school districts, credit unions and other nonprofits with their pension and retirement plans. She is a member of the Financial Planning Association, the Institute of Business and Finance, Who’s Who in Financial Planning, National Association of Government Defined Contribution Administrators (NAGDCA), Madison’s Who’s Who and the Gerson Lehrman Consulting Group. She volunteered her time for NAGDCA and InFRE. Healy is a popular lecturer and has authored the book Personal Financial Planning Handbook for Education and other Nonprofit Employees and has published many financial articles and monographs. She is also a past board member of Arizona School To Work Program. She earned an M.B.A. degree in finance from DePaul University as well as the CFP® designation from the College of Financial Planning; the Certified Funds Specialist designation (CFS); the Certified Retirement Administrator designation, (CRC); and the Accredited Investment Fiduciary (AIF) designation. Healy currently holds the FINRA Series 66 license and is a registered investment advisor with the SEC.
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