What are the start and end times for each class?
Each Certificate Series course runs from 8:00 a.m.-5:00 p.m. on Day One and 8:00 a.m.-3:00 p.m. on Day Two. In order to earn credit towards a certificate, you must attend each day in its entirety. Please make your travel arrangements accordingly.
How does the Certificate Series relate to the CEBS Program?
The Certificate Series is separate and distinct from the Certified Employee Benefit Specialist (CEBS) program. The Certificate Series covers basic concepts and current issues in employee benefits and compensation. For those seeking an intense educational program, CEBS is an eight-course professional designation covering all areas of employee benefits including: health and welfare, retirement, financial planning, human resources, and compensation. CEBS also offers specialty designations in group benefits (GBA) retirement (RPA), and compensation (CMS). CEBS is co-sponsored by the International Foundation and the Wharton School of the University of Pennsylvania .
While there is no direct relationship between the Certificate Series and CEBS programs, those who earn a certificate in the Certificate Series will be offered a free registration to the CEBS program (when you order study materials), to encourage the continuation of your professional development.
Does the Certificate Series curriculum apply to those working with multiemployer trust funds or public sector plans?
YES. The Certificate Series courses are of value not only for individuals working with single employer plans but also
for administrative staff of multiemployer trust funds and public sector systems. Registrants benefit from hearing the viewpoints of various types of plans. For programming specific to multiemployer or public sector plans, consult the IFEBP Educational Programs Catalog. Call toll free to request a catalog at (888) 334-3327, option 2, or view a complete listing of our programs.
Would the Certificate Series courses meet the needs of those working with Canadian plans?
With the exception of the Certificate in Canadian Benefit Plans and Certificate in Global Benefits Management, Certificiate courses focus on U.S. benefit plans.
If I have a large number of employees who wish to take advantage of the Certificate Series, can IFEBP bring the course directly to my location?
YES. The Certificate Series can be brought to your location of choice, enabling your organization to avoid expensive hotel charges and costly travel. Your staff does not have to leave the office—making more efficient use of their time. For more information call (262) 373-7652.
Is there a formal application for the Certificate Series?
Formal application is not required. By completing the requirements of a certificate course (course attendance and case study participation), you will have started your progress on a Certificate track.
Can I self-study the Certificate Series courses?
NO. The highly interactive nature of the program, its hands-on approach and the case study evaluation necessitate that individuals attend classes rather than self-study for the Certificate Series.
Can I earn more than one certificate?
YES. Earning multiple certificates can further enhance your skills and knowledge. Several courses meet the requirements of more than one track, so earning multiple certificates is more practical.
Can I register for a particular course without seeking a certificate?
YES. You may take any course in this series to expand your professional knowledge without working toward a certificate.
Do I need to take the courses or tracks in any particular order?
While not required, it is suggested that the Retirement Plan Basics course be taken first when working toward a Certificate in Financial Planning Management. It may also be advisable to have completed Health Benefit Plan Basics prior to completing Health Care Cost Management. In these cases, the course recommended will provide you with a foundation of the terms and concepts presented in the drill down course. However, all courses stand alone by design and are scheduled in such a way as to offer multiple opportunities to complete a track in a given year.
How long does it take to complete a particular certificate track?
There is no time limit to complete the requirements for a particular track.
Certificates can be completed at your convenience.
Can I earn continuing education credit for Certificate Series courses to meet my licensing/recertification requirements?
Most state departments that license professionals will accept the Certificate Series courses for their continuing education (CE) requirements. As a service to attendees, CE accreditation procedures have been implemented. The additional CE service is provided at a nominal administrative fee ($25) and must be paid only by those requesting the service. Continuing education certificates will be mailed within 30 days following the course taking place.
You may request CE on your registration form. Courses must be preapproved in all insurance states. The process can take up to 90 days and late requests could preclude insurance producers from earning credit. Requesting CE does not guarantee your credit can or will be reported. Please contact the continuing education department to confirm course approval for your state: (262) 786-6710, option 2; or email email@example.com.
For questions on the Certificate Series curriculum, call Tiffany Ulbing at (262) 373-7652.