Institute for Financial Studies

Certified Employee Benefits Specialist (CEBS) Curriculum

CEBS Certified Employee Benefit Specialist

Six Required Courses

• GBA 1 - Employee Benefits: Concepts and Health Care Benfits
• GBA 2 - Employee Benefits: Design, Administration and Other Welfare Benefits
• RPA 1 - Retirement Plan Design
• RPA 2 - Retirement Plan Management
• CMS 1 - Human Resources and Compensation Management
• CMS 2 - Compensation Concepts and Principles

Two Electives (Any two of the following CEBS courses)

• RPA 3 - Asset Management
• GBA 3 - Health Economics
• CMS 3 - Executive Compensation and Compensation Issues
• PFP 1 - Personal Financial Planning 1: Concepts and Principles
• PFP 2 - Personal Financial Planning 2: Tax and Estate Planning Techniques

Specialty Track Designations

CMS Compensation Management Specialist

Complete these CEBS courses:

• CMS 1 - Human Resources and Compensation Management
• CMS 2 - Compensation Concepts and Principles
• CMS 3 - Executive Compensation and Compensation Issues

GBA Group Benefits Associate

Complete these CEBS courses:

• GBA 1 - Employee Benefits: Concepts and Health Care Benefits
• GBA 2 - Employee Benefits: Design, Administration and Other Welfare Benefits
• GBA 3 - Health Economics

Plus one of the following two courses:

• CMS 1 - Human Resources and Compensation Management
• or PFP 1 - Personal Financial Planning 1: Concepts and Principles

RPA Retirement Plans Associate

Complete these CEBS courses

• RPA 1 - Retirement Plan Design
• RPA 2 - Retirement Plan Management
• RPA 3 - Asset Management

Plus one of the following two courses:

• CMS 1 - Human Resources and Compensation Management
• or PFP 1 - Personal Financial Planning 1: Concepts and Principles

There are no CEBS classes scheduled for spring term 2009. If you are interested in future class offerings or for additional information, please contact Melissa Chandler at 904.381.3772.