Record Retention Policy for Attendance Certificates & Transcripts

Attendance Certificates

The Attendance Certificate is earned by attending 75% or more of the program sessions. For most programs, you will automatically receive a Certificate if you qualify. Certificate requests must be made within three years of the program you attended.

Certificates of Achievement

See course requirements for Certificate Programs:

• Global Benefits Management
• Canadian Benefit Plans
• Employee Benefits Courses and Certificates
• Foundations of Trust Management Standards (FTMS^®)
• Advanced Trust Management Standards (ATMS^®)
• Trustees Masters Program (TMP^®)

Transcripts

We will release attendance transcripts to the attendee or a third party (such as an employer or affected trust fund administrative office).

Individuals: Log into the IFEBP web site with user name and password. Select My Account/My Profile/Educational Records to print out a personalized transcript.

Administrators or Third Party Representatives: Requests for transcripts must be submitted in writing by filling out the Release of Education Records/Transcripts form [PDF] and emailing it to the Registration Department at [email protected].

The International Foundation treats information concerning attendance and completion of an educational certificate as a matter of public record but is respectful that not all trustees may want this information disseminated generally.