Fundamentals in Retirement Plans
Gain a solid understanding of what retirement income needs are and how retirement plans work to meet those needs. Learn about the various types of registered and nonregistered pension and savings plans and their pros and cons for employer and employee. Take a deep dive into the intent and application of the Guidelines for Capital Accumulation Plans (CAP Guidelines) and the Pension Plan Governance Guideline issued by the Canadian Association of Pension Supervisory Authorities (CAPSA).
Following the successful completion of an online certificate in retirement plan fundamentals, students will be able to apply their knowledge in the field and gain valuable experience. Students will also be well-prepared to further apply their learning by attending face-to-face International Foundation programs and earning their Certified Employee Benefit Specialist (CEBS) designation.
To earn the Fundamentals in Retirement Plans certificate, you must successfully complete four e-learning courses. Courses should be taken in the recommended order below.
Benefits of Earning Your Certificate
After successfully earning your Fundamentals in Retirement Plans certificate you will be able to:
- Explain how retirement plans meet retirement income needs and the basic structure of the retirement system put in place to meet those needs
- Describe the types of retirement plans offered by employers and their advantages and disadvantages for employees and employers
- Be mindful of the responsibilities of plan sponsors, advisers and service providers outlined by the CAP Guidelines and CAPSA Guidelines
- Outline the role of the insurer in the group retirement plan life cycle.
Who Should Enroll
This certificate is well-suited for anyone who administers, manages, services or sells group retirement plans. It explores retirement plans from a variety of perspectives, giving the student a broader understanding of the bigger picture and the role he or she plays in that picture.
Continuing Education
E-learning courses qualify for CEBS compliance credit. International Foundation e-learning courses are automatically reported. View our CEBS compliance policy guidelines for more information.
As an insurance professional, you can use e-learning courses to meet continuing education requirements. Each course in the Fundamentals of Retirement Plans certificate is approved for four hours of Life credit in Alberta and Manitoba. For more information or credit in other provinces, contact us at (833) 886-3749, option 2 or [email protected].
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, video clips, quick quiz questions and a complete glossary of important benefits terms.
Questions?
Contact us at (888) 334-3327, option 3 or [email protected].
Why Choose E-Learning?
Self-Paced
Navigate the course at a pace that fits your learning style.
Convenient
Learn on your schedule—without the inconvenience of time away from the office.
Expert-Created Content
Take a deep-dive into a topic with content developed by industry leaders.
Cost-Effective
Save when you choose affordably-priced training with no additional travel costs.