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Are you ready to see where earning the CEBS designation can take you? The curriculum is focused, applicable. The delivery is engaging. You’ll find a new five-course curriculum, new study materials and new online access. Your path, your timeline—CEBS is designed to flex with you. Boost your knowledge The new CEBS delivers the knowledge you need with curriculum developed by Dalhousie University, as well as flexible learning options and application components to help you put what you learn into action. Unlock your potential You’re not satisfied with just getting the work done; you want to make a difference. Earning your CEBS designation shows you have what it takes to succeed and provides the fuel you need to move to the next level. Welcome to the community Meet the “in crowd” of employee benefits industry leaders— others who think like you and speak your language. CEBS is your door opener, your strong first impression, your connection maker. Check out the new curriculum at www.cebs.org. A JOINT PROGRAM OF CEBS. e New Four Letters That Make a Statement—Past, Present, Future.

Boost your knowledge Unlock your potential …Navigating the Plan Environment GBA 1 Managing Bene t Plans Part 1 GBA 2 Managing Bene t Plans Part 2 RPA 2 Managing Retirement Plans

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Page 1: Boost your knowledge Unlock your potential …Navigating the Plan Environment GBA 1 Managing Bene t Plans Part 1 GBA 2 Managing Bene t Plans Part 2 RPA 2 Managing Retirement Plans

Are you ready to see where earning the CEBS designation can take you?The curriculum is focused, applicable. The delivery is engaging. You’ll find a new five-course curriculum, new study materials and new online access. Your path, your timeline—CEBS is designed to flex with you.

Boost your knowledgeThe new CEBS delivers the knowledge you need with curriculum developed by Dalhousie University, as well as flexible learning options and application components to help you put what you learn into action.

Unlock your potentialYou’re not satisfied with just getting the work done; you want to make a difference. Earning your CEBS designation shows you have what it takes to succeed and provides the fuel you need to move to the next level.

Welcome to the communityMeet the “in crowd” of employee benefits industry leaders— others who think like you and speak your language. CEBS is your door opener, your strong first impression, your connection maker.

Check out the new curriculum at www.cebs.org.

A J O I N T P R O G R A M O F

CEBS.The New

Four Letters That Make a Statement—Past, Present, Future.

Page 2: Boost your knowledge Unlock your potential …Navigating the Plan Environment GBA 1 Managing Bene t Plans Part 1 GBA 2 Managing Bene t Plans Part 2 RPA 2 Managing Retirement Plans

CEBS Courses—Topic Structure

Navigating the PlanEnvironment

GBA 1Managing Bene�t

Plans Part 1

GBA 2Managing Bene�t

Plans Part 2

RPA 2Managing Retirement

Plans Part 2

RPA 1Managing Retirement

Plans Part 1

GBA Designation

RPA DesignationCEBS Designation

GBA 1 GBA 2 GBA/RPA 3 RPA 2 RPA 1

Managing Risk in Benefit Plans Managing Death Benefits Part 1

Optimizing Social Programs in Planning for Retirement and Health Security

Navigating the Investment Environment of Employer-Sponsored Retirement Plans

Designing Registered Pension Plans

Leveraging the Benefits Plan Management Function

Managing Death Benefits Part 2

Optimizing the Canada Pension Plan//Quebec Pension Plan (CPP/QPP) for Income Security

Inventorying the Major Asset Classes

Designing Registered Retirement Savings Plans and Deferred Profit-Sharing Plans

Applying Functional Analysis to Benefit Plans

Managing Short-Term Income Replacement Benefits

Optimizing Canada’s Social Security System—Employment Insurance and Workers’ Compensation

Managing Investment Risk and Return

Leveraging the Tax Regime in Plan Design

Designing Benefit Plans Managing Long-Term Disability Benefits

Optimizing Canada’s Social Security System—Health Care

Constructing an Investment Portfolio—Part 1

Complying With Pension Standards Legislation

Funding Benefit Plans Managing Disability Plan Effectiveness Part 1

Driving Plan Sponsor Strategy With Reward and Compensation Systems

Constructing an Investment Portfolio—Part 2

Establishing Effective Governance

Administering Benefit Plans Managing Disability Plan Effectiveness Part 2

Driving Behaviour With Reward and Compensation Systems

Assessing the Impact of Investor Behaviour and Market Anomalies on Active Management

Administering Retirement Arrangements

Processing Benefit Plan Claims Leveraging the Tax Regime in Health and Dental Plan Management

Understanding How Behavioural Economics Impacts Decision Making

Evaluating Active Management Performance

Optimizing Plan Funding

Applying Time Value of Money to Group Insurance

Managing Extended Health Care Benefits

Applying Behavioural Economics Tools to Improve Decision Making

Leveraging Managed Funds to Achieve Investment Objectives

Complying With Financial Accounting Requirements

Applying Probability to Group Insurance

Managing Dental Benefits Thinking Through a Risk Management Lens

Complying With Legislative and Best Practices in Plan Asset Investment

Managing Retirement Plan Assets

Initial Pricing of Group Insurance Products

Managing Employee/Member Assistance and Wellness Programs

Establishing Risk Governance and Culture

Developing the Statement of Investment Policy

Addressing Special Provisions—Multi-Employer Pension Plans

Establishing Renewal Rates for Group Insurance

Managing Flexible Benefit Plans Part 1

Integrating Risk Management Into Strategy Setting and Execution

Implementing the Defined Benefit Pension Plan Investment Policy

Managing Special Situations—Corporate Reorganizations, Plan Terminations and Surplus

Marketing a Group Insurance Plan

Managing Flexible Benefit Plans Part 2

Optimizing Risk Communication, Reporting and Monitoring to Improve Decision Making

Implementing the Capital Accumulation Plan Investment Policy

Nonregistered Plans

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