CAPPP stands for the Certificate of Achievement in Public Plan Policy. It includes a Health track and a Pensions track, and is designed specifically for public sector trustees and support staff of these plans.
The CAPPP program is essential education for new public sector trustees and the completion of the program demonstrates a strong educational foundation in the core topic areas of public sector pension and health plans.Topics include fiduciary responsibility, legislation and regulation, and plan design. The CAPPP program ensures public sector trustees and the staff that support them are well prepared for their roles.
CAPPP is an exam-based program. In order to earn the Certificate of Achievement, individuals must pass two take-home exams: one for Part I and one for Part II. Individuals can take the two-day courses independently or consecutively and Part II can be taken before Part I.
A Certificate in Pensions is for public sector trustees and support staff of public sector pension plans. The Certificate of Achievement is earned after individuals attend all modules and pass the corresponding exams.
Governance (Joint session with CAPPP Health): 8:00 a.m.-12:00 noon
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Fiduciary Responsibility: 1:00 p.m.-5:00 p.m.
Legal, Legislative and Regulatory Developments: 8:00 a.m.-11:30 a.m.
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Actuarial Principles: 12:30 p.m.-4:00 p.m.
Plan Design: 8:00 a.m.-12:00 noon
Investments: 1:00-5:00 p.m.
Business Improvement Strategies: 8:00 a.m.-11:30 a.m
Emerging Issues: 12:30-4:00 p.m.
A Certificate in Health is for public sector trustees and support staff of public sector health plans. The Certificate of Achievement is earned after individuals attend all modules and pass the corresponding exams.
Governance (Joint session with CAPPP Pensions): 8:00 a.m.-12:00 noon
Fiduciary Responsibility: 1:00-5:00 p.m.
Legislative and Regulatory Developments: 8:00-11:30 a.m.
Actuarial Principles: 12:30-4:00 p.m.
Change Management and Communication Strategies: 8:00 a.m.-12:00 noon
Concepts of Group Health Plan Administration: 1:00-5:00 p.m.
Health Plan Strategies and Options: 8:00-11:30 a.m.
Emerging Issues:12:30-4:00 p.m.
Speakers will be announced soon.
Pensions Part I | Pensions Part II
Health Part II | Pensions Part II
Continuing Education credit for professions and designations MAY be available for attendance at live sessions. Request CE credit on your registration form at
least 60 days prior to the beginning of the program so that the Foundation can
seek preapproval from the governing agency.
Note: Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
For course content and examination guidelines, contact Tara Roeske via email at firstname.lastname@example.org.
Bring the experts to you (virtual or in-person)—your city, your workplace, your staff! Having a subject matter expert at your organization allows for a one-of-a kind learning and team-building experience. Learn More. For more information on program content or to discuss hosting CAPPP, contact Tara Roeske at (262) 373-7670 or
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