Product Details

Author: International Foundation of Employee Benefit Plans Published: 5/13/2021 Item #: BLUE-9734

Canadian One-Credit Course

This course outlines the insurer’s role and responsibilities at all stages of a capital accumulation plan (CAP) life cycle—prospecting, quoting/proposing, selling, implementing, servicing and terminating a group retirement plan. The application of principles of ethical decision making throughout the life cycle of a CAP is examined from the perspectives of plan sponsors, insurers, plan advisers and plan members.

Course Outline

Recommended Sequence: It is recommended that you take this course last after The Retirement Landscape, Employer-Sponsored Retirement Plans and Retirement Plan Sponsor Responsibilities.

Find Out More:

No Course Extensions: This course is available for 180 days from the date of purchase. No course extensions will be granted and the course will need to be repurchased if it expires.

Learning Accommodations: Please call (844) 809-2698, Option 3 or email us at if you need any accommodations to facilitate your learning.

CEBS Compliance Credit

Continuing Education (CE) Credits/HRCI Recertification

Keywords: BLUE-9734


  • Member-US: US$85.00
  • Non-Member-US: US$125.00

Contact Us

E-Learning / Webcasts

For questions, contact us by:
Phone: (888) 334-3327, option 3

Virtual-Instructor Led Training / Workshops

For questions, contact us by:
Phone: (888) 334-3327, option 2
Mail: Order Form PDF (U.S.)
Mail: Order Form PDF (Canada)