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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

Whited, Robert - 67f735dc-1c0a-ee11-818e-005056bae61e

Aug 1, 2025, 12:35
Title : Whited, Robert - 67f735dc-1c0a-ee11-818e-005056bae61e
Display Name : Robert Whited
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Credentials : CFA, CEBS
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Title or Position : Managing Director
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Organization : Creative Planning Retirement Services
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Role : Instructor
City : Los Angeles
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State : CA
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ExternalPK : 67f735dc-1c0a-ee11-818e-005056bae61e
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Rob Whited’s career spans three decades including senior leadership roles at Fidelity Investments and Wells Fargo in institutional investment services and benefit outsourcing. Recently he consulted clients on selecting fiduciary investment advisors and investment consultant teams for discretionary and full discretionary outsourcing. Rob’s understanding of fee structures, vendor strengths, institutional investments, and contract features has helped clients by demystifying information to ensure sound decision-making. Rob consults with committees to condense content to the most relevant. Rob works in consultative roles to mitigate risk while improving participant advice services, provide fiduciary oversight and propose date-driven plan design improvements. Rob attended Miami University in Oxford, Ohio, where he majored in Finance and minored in Decision Sciences. He is a Chartered Financial Analyst (CFA®) Charterholder. He is also a Certified Employee Benefits Specialist® (CEBS®) and a current class instructor. Rob is an active member of both the CEBS Los Angeles Chapter, the CFA Society of Los Angeles and the CFA Society of San Francisco. Rob volunteers at People Assisting the Homeless (PATH) and is currently a grader for the CFA® Level III exam.
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  • Speaker