CEBS Course Updates

Course Corner—U.S. RPA 2 Revisions

As the employee benefits industry evolves, the Certified Employee Benefit Specialist® (CEBS®) designation’s curriculum is updated to reflect this reality. The U.S. RPA 2 course is being fully revised to meet the changing retirement plans landscape. This new CEBS course will help you gain valuable skills that you can put into practice on the job today as well as provide the emergent, cutting-edge knowledge that will prepare you for future roles.

RPA 2 imparts the essential elements of portfolio theory and asset allocation when overseeing or delegating responsibilities for retirement plan investment management. The course explores the necessity for mitigating risk through diversification when pursuing superior asset returns. Topics include investment theories and the necessity for plan sponsors to formulate workable investment policy statements based on these sound investing principles. A study of the historical returns and risk dispersions of various asset classes over various time frames provides a context from which to develop portfolio policies and investment strategies. Also covered are the topics of whether active or passive investment strategies should be pursued as well as how insights from behavioral finance can enhance plan design and participant decision-making. The course further delves into the use of investment managers and other service providers and how a fiduciary monitors the ongoing performance of these plan intermediaries. Varied investment products such as index funds, target-date funds (TDFs) and exchange traded funds (ETFs) are explained and evaluated. The course incorporates both currently applicable law and future, to-be-phased-in requirements from the SECURE 2.0 Act.

Study Materials for RPA 2, including a new Study Guide and textbook, will be available for purchase in late 2024. You’ll be able to take an exam for the new course beginning in the first Testing Window of 2025. Online Study Groups With Instructor Support for the new courses will be offered for the first time during the summer 2025 session.

Below is an outline of the new U.S. course:

RPA 2—Directing Retirement Plans Part 2

Module 1: Retirement Plan Investing

Module 2: Balancing Risk and Return

Module 3: Portfolio Theory

Module 4: Portfolio Selection and Asset Allocation

Benefits in Action #1: Evaluating an Investment Manager’s Performance

Module 5: Investment Managers and Plan Intermediaries

Module 6: Active and Passive Investment Strategies

Module 7: Insights From Behavioral Finance

Benefits in Action #2: Tweaking the 401(k) Plan With Behavioral Finance Concepts

Module 8: Hybrid Retirement Plan Approaches

Benefits in Action #3: Help Me Understand My Hybrid Plan

Module 9: Plan Sponsor Administrative Responsibilities

Benefits in Action #4: Prepping for a DOL Audit

Module 10: Participant Services

Module 11: Fiduciary Oversight and Plan Governance

Module 12: Integrated Case Study: Assessing Fiduciary Concerns Under Threat of Litigation

Questions?

If you have any questions about Study Materials or the new U.S. RPA 2 course, please reach out to our CEBS Customer Service team at cebs@ifebp.org.

What’s Your CEBS Story? Laura Lucyk, CEBS

Earning your Certified Employee Benefit Specialist (CEBS) designation is a learning journey. Along the way, you will acquire valuable employee benefits knowledge and relevant new skills. As you apply what you’ve learned to your work, you can forge a unique career pathway that is truly your own. Here’s a designee’s CEBS® story.

A Chat With Laura Lucyk, CEBS

Laura Lucyk, CEBS

National Implementation Lead

Workplace Solutions, Group Customer

Canada Life

Could you describe how expanding your professional network has supported you in obtaining your designation? 

Expanding my professional network has been instrumental in obtaining my CEBS designation. Through attending industry events and networking, I connected with experienced professionals who shared valuable insights and resources. These interactions not only motivated me to pursue the designation but also provided mentorship opportunities that guided my study process and exam preparation.

Could you describe how earning your CEBS designation has supported you in your professional growth?

Earning the CEBS designation significantly impacted my career trajectory. It not only equipped me with in-depth knowledge that set me apart from my peers but it also played a crucial part in my recent role. The recognition of this designation reinforced my credibility in the eyes of clients and colleagues alike.

Could you share a story about how you prepared for your CEBS exams and applied what you learned to your work?

Preparing for the CEBS exams was a structured yet challenging process. I created a study schedule, utilized the Online Study Groups With Instructor Support and participated in study groups. Lessons that focused on pension plans and compliance regulations directly influenced my work, leading me to implement more robust strategies for clients. This practical application not only enhanced my performance but also positively impacted our team’s service delivery.

Could you share some insight about how pursuing your CEBS demonstrates that you are a lifelong learner and an expert in your profession?

Pursuing the CEBS designation exemplifies my commitment to lifelong learning and my dedication to the field of group retirement and benefit plans. This rigorous program has deepened my understanding of complex topics, ensuring I remain knowledgeable about industry trends. By investing in my education, I demonstrate to clients and colleagues my expertise and readiness to tackle their needs effectively.

Visit CEBS online for information about purchasing course materials, signing up for an Online Study Group, virtual exams and more details on the program. Do you need further guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (833) 886-3749 or email cancebs@ifebp.org.

What's Your CEBS Story

What’s Your CEBS Story? Olivia West, CEBS

Earning your Certified Employee Benefit Specialist (CEBS) designation is a learning journey. Along the way, you will acquire valuable employee benefits knowledge and relevant new skills. As you apply what you’ve learned to your work, you can forge a unique career pathway that is truly your own. Here’s a designee’s CEBS® story.

A Chat With Olivia West, CEBS, SHRM-SCP

Olivia West, CEBS, SHRM-SCP

Senior Benefits Representative

Insperity

Could you describe how expanding your professional network has helped you attain success?

I have truly had a wonderful experience with my local chapter of ISCEBS. The professionals I have met there have been incredibly generous and knowledgeable, always willing to assist with questions, provide education and introduce me to other members of the benefits community. They have been a great support as I completed my CEBS designation and offered valuable guidance on my next career steps.

Could you share some insight about how pursuing your CEBS designation demonstrates that you’re a lifelong learner and an expert in your profession?

Achieving the CEBS designation reflects your commitment to navigating the frequently evolving and often challenging benefits industry. The coursework is remarkably thorough and offers valuable insights into not only current benefits trends but also the historical context that shapes our understanding of these trends. CEBS provides an excellent foundation in benefits knowledge and is considered the industry standard for very good reasons—It’s practically a degree in benefits!

Could you share a story about how you prepared for your CEBS exam and applied what you learned to your work?

I dedicated a considerable amount of time to my studies, typically around two hours of reading, quizzing myself and reviewing my flashcards on most weeknights. The instructors in the CEBS Online Study Groups presented the material in an engaging manner, and I even listened to the recorded review sessions during my commute!

The depth and variety of knowledge in the CEBS program has been wonderful, and I truly appreciate being able to provide answers to my clients’ most complex benefits questions. However, what I find most meaningful is my understanding of the broader health care and insurance landscape, which enables me to offer guidance not only to my clients but also to my friends and family in making more informed decisions as they navigate this increasingly complex environment.

Could you describe how earning your CEBS designation has supported you in your role and professional growth?

The CEBS program has been incredibly beneficial for me, providing me not only with valuable knowledge to advance my career but also with a newfound level of confidence. My clients trust my expertise, and this has allowed me the opportunity to reflect on my career aspirations and the meaningful impact I wish to create.  I genuinely believe that participating in this program has been one of the best decisions I’ve made for both my career and personal development.

Visit CEBS online for information about purchasing course materials, signing up for an Online Study Group, virtual exams and more details on the program. Do you need further guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org.

U.S. Student Survey – Results

The results are in! If you like to study course materials at home, you’re not alone. Students shared that their favorite place to study is at home followed by “anywhere,” “at work during break times,” and the “library.”



Where is your favorite place to study your CEBS course materials and prepare for the exam?

A. At home. I have all my study supplies there.

B. In a library. It’s quiet so I can stay focused.

C. In a café or bookstore. Caffeine is a must!

D. At work on my break. I lunch and learn!

E. Anywhere! If I have extra time, it’s CEBS time.

Canadian Student Survey – Results

The results are in! If you like to study course materials at home, you’re not alone. Students shared that their favourite place to study is at home, followed by “anywhere,” “at work during break times,” and a “café or bookstore.”

Where is your favorite place to study your CEBS course materials and prepare for the exam?

A. At home. I have all my study supplies there.

B. In a library. It’s quiet so I can stay focused.

C. In a café or bookstore. Caffeine is a must!

D. At work on my break. I lunch and learn!

E. Anywhere! If I have extra time, it’s CEBS time.

Create Good Habits for CEBS® Success

Three Tips to Study Smarter

It’s well-known that the practice of mindfulness can enhance your well-being. Being present in the moment, focused and relaxed can also boost your Certified Employee Benefit Specialist® (CEBS) study efforts. Here are some tips for giving mindful studying a try.

  1. Set the stage for success. Choose a comfortable, quiet place to study. Put your smartphone on silent mode. Set a timer for 20 or 30 minutes.
  2. Breathe in. Take a few deep breaths and settle into your chair. Scan your body and note how you’re feeling today. Inhale and exhale for two or three minutes, focusing on your breath. Tell yourself that you’re calm, alert and ready to learn.
  3. Stay focused. It’s normal for your mind to wander when you’re learning. When a distracting thought crosses your mind, acknowledge it and let it go. Take a few deep, cleansing breaths and refocus on your studies. Be patient and kind to yourself.

Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! For assistance with the U.S. curriculum, give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org. To learn more about the Canadian curriculum, contact us at (833) 886-3749 or cancebs@ifebp.org.

New CEBS Graduates

Congratulations to the Newest U.S. CEBS® Graduates!

Congrats to the newest Certified Employee Benefit Specialists thru June 2024!

Do you recognize anyone? Be sure to celebrate your peers with a personal note or shout-out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.

Now picture yourself on this list! Continue on your path to earning your CEBS designation.

Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org.

#CEBSgoals

New CEBS Graduates

Congratulations to the Newest Canadian CEBS® Graduates!

Congrats to the newest Certified Employee Benefit Specialists thru June 2024!

Do you recognize anyone? Be sure to celebrate your peers with a personal note or shout-out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.

Now picture yourself on this list! Continue on your path to earning your CEBS designation.

Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (833) 886-3749 or email cancebs@ifebp.org.

#CEBSgoals

Meet Your U.S. CEBS Instructor: Elizabeth McBurney, CEBS

Meet the CEBS Instructor

It’s the season of pumpkin spice lattes, strolls through fallen leaves and back to school. Now is the perfect time to contemplate your professional goals and take the next step forward in your education. Sign up for Certified Employee Benefit Specialist® (CEBS®) Online Study Group With Instructor Support to help you perform like a star student on exam day. With round-the-clock access to course content, it’s time to learn whenever and wherever you decide, no backpack required. Choose from a variety of Study Tools to learn your way.

Do you have a question about what you’re learning? Our industry expert instructors have the answers and bring their acumen and experience to you. The discussion forum is a space for you to share your insights and experiences with your professional peers to learn together.

CEBS​​ Online Study Groups are an optional educational resource designed to enhance the self-study approach. Offered over a 12-week session, Online Study Groups set a timeline for completing a CEBS course and are facilitated by established and experienced CEBS professionals. The U.S. fall session runs from September 9-November 29, 2024.

What does an online instructor do?

Your online instructor has many roles, including:

  • Designing all content and activities in your Online Study Group to help you retain knowledge and study for your CEBS exam
  • Facilitating live review sessions
  • Monitoring the discussion forum to provide clarification and guidance to learners
  • Creating discussion questions for each module and Benefits in Action Mini Case to stimulate engagement and enhance learning about employee benefits
  • Sharing their real-world experience about being a benefits professional
  • Answering questions that students submit via the discussion forum, email and private message

A Chat With Elizabeth McBurney, CEBS

Elizabeth McBurney, M.B.A., CEBS, ACHRM, SHRM-SCP, SPHR
Assistant Human Resources Manager
Columbia County Board of Commissioners
Instructor: GBA/RPA 3—Strategic Benefits Management

How has earning the CEBS designation enhanced your career?

There is no doubt that earning the CEBS designation brings with it industry recognition and value. For me, once I obtained my CEBS, I was fortunate enough to have the opportunity for an adjunct teaching position at a local university in the fields of human resources and organizational behavior.  The CEBS designation truly opened doors for me in ways that I don’t believe would have happened otherwise. To me, the CEBS designation is the gold standard in the benefits industry. It brought me knowledge and the ability to act strategically within my organization. My proudest accomplishments, however, are being able to lead the U.S. GBA/RPA 3 Online Study Group and being part of a great organization.

What will benefits professionals learn from GBA/RPA 3?

Benefit professionals will learn the foundations of ERISA, the value of using analytics in the healthcare arena and the legal ramifications of the benefit industry, among many other things. This course is truly the “nuts and bolts” of benefits. It is extremely important to understand the complexities of health and retirement plans and this knowledge can be gained from getting the CEBS designation.

Are there any interesting current events, regulatory updates or industry trends related to concepts or issues your course explores?

As we explore the various modules of the course, each one interacts in some way with current events. In today’s world we are dealing with an increasingly diverse workforce and post-pandemic survival. We ask, how do we put our organizations back to the pre-COVID days? We don’t—We must adjust to a new way of doing business and look at every benefit offered. Many organizations are looking to increase voluntary benefits to keep employees as organizations are fighting for talent. We must know what those industry trends are and how we can maintain our organizations. Without the knowledge provided by the CEBS designation, it would be more difficult to see a clear path forward.

What are your best study tips for CEBS students?

Read the study materials thoroughly and utilize all the available study tools in your Online Study Group. Also, put yourself in the position of a company CEO and ask yourself what you would do if you had to run the company.  How would you use your knowledge to become a strategic business partner in employee benefits for your organization?  Instead of just trying to memorize the data, get to understand the theory behind the material.

What sort of success stories have you heard from your students? Why would you encourage people to earn their CEBS designation?

Many students have told me that they have been able to offer knowledge to their organizations and have a clear understanding of the legalities of benefits and retirement. They have commented that once they have the designation, it is easier for them to “gain a seat at the table” and make meaningful input.

In my geographical area, there are only a few individuals who hold the CEBS designation, and that puts them at a tremendous advantage in the benefits world. Not everyone has a clear understanding of the rules and laws surrounding benefits. There is no doubt that CEBS has made a success out of many people.


The 12-week fall session of the U.S. Online Study Groups With Instructor Support runs from September 9-November 29, 2024. Jump in anytime and get access to materials from previous weeks.

Do you need additional guidance on your CEBS journey? Whether you’re about to take your first step or getting close to reaching your designation, we’re here to help! Give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org.

Meet Your Canadian CEBS Instructor: Brian Will, CEBS

Meet the CEBS Instructor

It’s the season of pumpkin spice lattes, strolls through fallen leaves and back to school. Now is the perfect time to contemplate your professional goals and take the next step forward in your education. Sign up for Certified Employee Benefit Specialist® (CEBS®) Online Study Group With Instructor Support to help you perform like a star student on exam day. With round-the-clock access to course content, it’s time to learn whenever and wherever you decide, no backpack required. Choose from a variety of Study Tools to learn your way.

Do you have a question about what you’re learning? Our industry expert instructors have the answers and bring their acumen and experience to you. The discussion forum is a space for you to share your insights and experiences with your professional peers to learn together.

CEBS​​ Online Study Groups are an optional educational resource designed to enhance the self-study approach. Offered over a 12-week session, Online Study Groups set a timeline for completing a CEBS course and are facilitated by established and experienced CEBS professionals. The Canadian fall session runs from September 9-November 29, 2024.

What does an online instructor do?

Your online instructor has many roles, including:

  • Designing all content and activities in your Online Study Group to help you retain knowledge and study for your CEBS exam
  • Facilitating live review sessions
  • Monitoring the discussion forum to provide clarification and guidance to learners
  • Creating discussion questions for each module and Benefits in Action Mini Case to stimulate engagement and enhance learning about employee benefits
  • Sharing their real-world experience about being a benefits professional
  • Answering questions that students submit via the discussion forum, email and private message.

A Chat With Brian Will, CEBS

Brian Will, CEBS
Associate Vice President, Group Retirement & Savings Sales
Co-operators Life Insurance Company
Instructor: RPA 2—Managing Retirement Plans Part 2


What will benefits professionals learn from RPA 2?

The CEBS designation provided me with a broader view of the industry and has allowed me to grow within the industry and better support client needs. I have also been able to make new industry contacts through discussions with other CEBS designation holders.

Are there any interesting current events, regulatory updates or industry trends related to concepts or issues your course explores?

Personally, I’m very interested in new investment trends and solutions being made available to CAP plan members. I try to tie this into the Online Study Group.

What are your best study tips for CEBS students?

Keep up with your reading. Remember, all assigned reading is testable content. Review the instructor notes in your Online Study Group and any supplementary resources. Most of all, ask questions if something does not make sense.

Why would you encourage people to earn their CEBS designation?

The CEBS designation is very recognizable in the industry. It will help you progress your career and support your clients. The continuing leaning opportunities post-designation and CEBS Compliance are also important to keep in mind.


The 12-week, fall session of the Canadian Online Study Groups With Instructor Support are open through September 9-November 29, 2024. Jump in anytime and get access to materials from previous weeks.

Do you need additional guidance on your CEBS journey? Whether you’re about to take your first step or getting close to reaching your designation, we’re here to help! Give us a call at (833) 886-3749 or email cancebs@ifebp.org.