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Certificate of Achievement in Public Plan Policy (CAPPP®)



red and blue image with the words health, pensions, and CAPPP on it

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.

Certificate of Achievement in Pensions

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.

Pensions Part I

Day 1

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.

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Day 2

Legal, Legislative and Regulatory Developments: 8:00 a.m.-11:30 a.m.

- See Less

Actuarial Principles: 12:30 p.m.-4:00 p.m.

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Pensions Part II

Day 1

Plan Design: 8:00 a.m.-12:00 noon

- See Less

Investments: 1:00-5:00 p.m.

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Day 2

Business Improvement Strategies: 8:00 a.m.-11:30 a.m

- See Less

Emerging Issues: 12:30-4:00 p.m.

- See Less

Certificate of Achievement in Health

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.

Health Part I

Day 1

Governance (Joint session with CAPPP Pensions): 8:00 a.m.-12:00 noon

- See Less

Fiduciary Responsibility: 1:00-5:00 p.m.

- See Less

Day 2

Legislative and Regulatory Developments: 8:00-11:30 a.m.

- See Less

Actuarial Principles: 12:30-4:00 p.m.

+ See More

Health Part II

Day 1

Change Management and Communication Strategies: 8:00 a.m.-12:00 noon

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Concepts of Group Health Plan Administration: 1:00-5:00 p.m.

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Day 2

Health Plan Strategies and Options: 8:00-11:30 a.m.

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Emerging Issues:12:30-4:00 p.m.

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Benefits of Attending

  • Learn thorough, on-target information directly from leading consultants and practitioners in the public sector benefits field
  • Connect with other public sector trustees and support staff
  • Gain confidence in your role as a public sector trustee
  • Leave with valuable resource materials for future reference
  • Demonstrate your expertise with a Certificate of Achievement in Public Plan Policy

Speakers

Speakers will be announced soon.

​2019 CAPPP Program Locations

Omni Parker House
June 18-21, 2019
Boston, Massachusetts

Pensions Part I | Pensions Part II


San Diego 
Convention Center
October 19-20, 2019

Health Part II | Pensions Part II

Continuing Education

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.


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More Information

For course content and examination guidelines, contact Tara Roeske via email at troeske@ifebp.org.

Bring CAPPP to Your Location

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 troeske@ifebp.org.



Registration Information

Registration Information
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