To earn the Fundamentals in Group Benefits certificate, you must successfully complete four e-learning courses.

 Each course is available 24/7 for 180 days after purchase. Courses are self-paced, interactive and accessible from any type of device. Enjoy various course features to support your learning including real-life scenarios that help you to apply your knowledge and quick quiz questions to check your comprehension. 


Required Courses

Courses should be taken in the following recommended order:

The Group Insurance Landscape
Learn what insurance is, why it is needed and the common benefits provided under group benefits plans. This course focuses on the relationships among the parties of a group insurance contract—the plan sponsor, insurer, plan advisors and plan members.
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.
Group Benefits Funding and Pricing
This course describes the traditional funding methods used for group benefits plans, the factors that impact a plan sponsor’s choice of funding method and the basic methods of pricing group insurance. It also includes an overview of factors that insurers consider in the renewal rating process.
​Life Cycle of a Group Benefits Plan
Understand the insurer’s role and responsibilities at all stages of a group benefits plan life cycle—prospecting, quoting/selling, implementing, servicing, renewing and terminating. Ethical decision making is examined from the perspectives of all parties involved.

Registration Information

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