Votre avenir en matière d'avantages sociaux, renforcé par le programme CEBS

CEBS Academic Partner

CEBS

Le titre de CEBS est un titre reconnu pour la qualité et la pertinence des connaissances essentielles acquises. Il se fonde sur les programmes d'études GBA (Group Benefits Associate) et RPA (Retirement Plans Associate) pour construire une perspective globale des avantages sociaux et il est obtenu en suivant avec succès les cinq cours requis. Pour obtenir le titre Group Benefits Associate (GBA) ou Retirement Plans Associate (RPA), vous devez suivre une combinaison spécifique des trois cours décrits ci-dessous, qui comptent tous pour le titre de CEBS. Cliquez sur chaque cours ci-dessous pour en savoir plus sur la description des cours, les modules d'apprentissage, les sujets des études de cas et les ressources.

Actuellement, ce programme, y compris les manuels, le matériel de cours, les groupes d'étude dirigés par un instructeur, l'examen pratique et l'examen final, est uniquement offert en anglais.

Programme d'études canadien*

GBA 1

Dec 8, 2023, 09:01 PM

Title : GBA 1

Subtitle : Managing Benefit Plans Part 1

Course Code : CECD71

Price for Content Box One : C$665

Price for Content Box Two : C$325

Price for Content Box Three : C$130

Price for Content Box Four : C$260

Price for Content Box Five : C$740

Select a choice : Canada

Select a choice : GBA

Select a choice : GBA, CEBS

(Updated January 2023)

A purpose-driven benefits plan is a critical success factor in a total compensation strategy aimed at recruiting and retaining employees in today's global and mobile talent market as benefits can be a compelling differentiator in meeting workforce expectations for security, choice and personalization. Effective benefits plan management is increasingly important. There is no single approach. The structure of the plan management function will reflect the plan sponsor's unique context, considering its business strategy, specific talent needs and competition and broader compensation practices. The scope of related benefit plan management activities needed will also reflect benefit-plan specific factors such as group size, coverage comprehensiveness and complexity, whether benefits are insured, legislative requirements and the service providers engaged by the plan sponsor. However, there are key concepts, principles, and processes to apply.

GBA 1 provides a framework of concepts, principles and processes that is transferable to varying types of plan sponsor contexts. It offers a strategic approach for evaluating benefit needs and selecting an appropriate mix of life and health benefits from the continuum of options available. Financial and premium rate setting considerations essential to managing plan sponsor financial risk and factors impacting benefit administration decisions are covered. Roles of insurers and other specialized service providers, such as third-party administrators and employee assistance professionals, in supporting effective benefits plan management are explored. Text-based reading is supported with tax guidance and industry-based practice guidelines regarding coordination of benefits, as well as insurer sales guidelines and advisor disclosure guidelines intended to protect the plan sponsor in the marketing process. Applications are illustrated in numerous case studies.

Required - Exam

Successful completion of comprehensive exam

* Price includes two attempts.

Essential - Study Guide

GBA 1 Study Guide, including online access to the modules and practice exam, 2nd Edition

* Readings Updates

Essential - Textbook

Group Benefits Plan Management, 3rd Edition
Ann O'Neill, editor, Advocis, 2022
ISBN 978-1-895477-78-8
(Note: This text is also used in GBA 2.)

Supplementary

Online Study Group With Instructor Support
12-week sessions in fall, spring and summer

Success Package - Save 20%

Save 20% when you purchase the Online Study Group and GBA 1 Exam.

Topics Covered:

Managing Risk in Benefit Plans
Leveraging the Benefits Plan Management Function
Applying Functional Analysis to Benefit Plans
Designing Benefit Plans
Funding Benefit Plans
Administering Benefit Plans
Processing Benefit Plan Claims
Initial Pricing of Group Insurance Products
Establishing Renewal Rates for Group Insurance
Marketing a Group Insurance Plan
Learning the Benefits Management Ropes—From Funding to Admin to Marketing