www.ifebp.org
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207.250.40.218
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Submitted URL: http://app.education.ifebp.org/e/er?utm_campaign=EDPG_071222_MTWVC_FullDetails&utm_medium=email&utm_source=Eloqua&s=1545794726&...
Effective URL: https://www.ifebp.org/cebs-designation/Pages/compliance-policy-guidelines.aspx?utm_campaign=EDPG_071222_MTWVC_FullDeta...
Submission: On July 13 via api from US — Scanned from DE
Effective URL: https://www.ifebp.org/cebs-designation/Pages/compliance-policy-guidelines.aspx?utm_campaign=EDPG_071222_MTWVC_FullDeta...
Submission: On July 13 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
POST /cebs-designation/Pages/compliance-policy-guidelines.aspx?utm_campaign=EDPG_071222_MTWVC_FullDetails&utm_medium=email&utm_source=Eloqua
<form method="post" action="/cebs-designation/Pages/compliance-policy-guidelines.aspx?utm_campaign=EDPG_071222_MTWVC_FullDetails&utm_medium=email&utm_source=Eloqua" onsubmit="javascript:return WebForm_OnSubmit();" id="aspnetForm">
<div class="aspNetHidden">
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<input type="hidden" name="MSOTlPn_View" id="MSOTlPn_View" value="0">
<input type="hidden" name="MSOTlPn_ShowSettings" id="MSOTlPn_ShowSettings" value="False">
<input type="hidden" name="MSOGallery_SelectedLibrary" id="MSOGallery_SelectedLibrary" value="">
<input type="hidden" name="MSOGallery_FilterString" id="MSOGallery_FilterString" value="">
<input type="hidden" name="MSOTlPn_Button" id="MSOTlPn_Button" value="none">
<input type="hidden" name="__EVENTTARGET" id="__EVENTTARGET" value="">
<input type="hidden" name="__EVENTARGUMENT" id="__EVENTARGUMENT" value="">
<input type="hidden" name="__REQUESTDIGEST" id="__REQUESTDIGEST" value="0xB9592DA9D100B8759E16C9747ECE2222B6B25BC2C74090C8F9D0A1A6BA0435760F2600E652A5B4994EEBE581DFFE801C8ACFC018F0D45C0B842B1E15644158E8,13 Jul 2022 19:15:30 -0000">
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<input type="hidden" name="MSOSPWebPartManager_ExitingDesignMode" id="MSOSPWebPartManager_ExitingDesignMode" value="false">
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<input type="hidden" name="MSOLayout_LayoutChanges" id="MSOLayout_LayoutChanges" value="">
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<input type="hidden" name="MSOSPWebPartManager_OldDisplayModeName" id="MSOSPWebPartManager_OldDisplayModeName" value="Browse">
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<input type="hidden" name="MSOSPWebPartManager_EndWebPartEditing" id="MSOSPWebPartManager_EndWebPartEditing" value="false">
<input type="hidden" name="__VIEWSTATE" id="__VIEWSTATE"
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</div>
<script type="text/javascript">
//<![CDATA[
var theForm = document.forms['aspnetForm'];
if (!theForm) {
theForm = document.aspnetForm;
}
function __doPostBack(eventTarget, eventArgument) {
if (!theForm.onsubmit || (theForm.onsubmit() != false)) {
theForm.__EVENTTARGET.value = eventTarget;
theForm.__EVENTARGUMENT.value = eventArgument;
theForm.submit();
}
}
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<li><a href="/cebs-designation/Pages/cebs-osg-lms.aspx">My CEBS</a></li>
<li><a href="https://webportal.ifebp.org/Purchase/DownloadProduct.aspx">My Downloads</a></li>
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function doSSOLink(action, token) {
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var url = ssoUrl + '/_layouts/15/ifebp.authentication/ssohandler.ashx';
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if (token && authenticated && ssoUrl && !getCookie(ssoUrl)) {
callSSOHandler({
cmd: 'login',
ifebpSSOToken: token
}, function() {
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});
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cmd: 'logout'
}, function() {
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});
}
}
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</li>
<li class="menu-text">
<a href="/store">Store
</a>
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<li class="menu-text">
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<i class="fas fa-shopping-cart" aria-hidden="true">
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<div class="main-navigation">
<nav>
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<i class="fas fa-bars" aria-hidden="true">
</i>
</a>
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<ul class="dropdown menu">
<li class="menu-text membership-link" target="1">
<a>Membership
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<li class="menu-text education-link" target="2">
<a>Education and Events
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<li class="menu-text cebs-link" target="4">
<a>CEBS
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<li class="menu-text resources-link" target="3">
<a>Resources and News
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<li class="menu-text">
<a href="/Resources/JobsInBenefits">Jobs In Benefits
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<div class="navigation-target">
<div class="submenu-1 group master-nav membership-nav">
<div class="content-wrap us-content">
<div class="column span_3_of_12 tablet">
<div class="menu-main-links">
<h2>
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</h2>
<ul>
<li>
<a href="/Membership/Join">
<i class="fas fa-user-plus" aria-hidden="true">
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Join Now
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</li>
<li>
<a href="/membership/benefits">
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FAQs
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<strong>Welcome to CEBS Compliance! </strong>
</p>
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<p>The employee benefits profession is continuously evolving. Certified Employee Benefit Specialist® (CEBS) graduates are leaders in the industry and at the forefront of the profession’s new and
emerging trends as well as legal and regulatory requirements. CEBS Compliance status is a formal recognition of the ongoing, career-long professional development that CEBS graduates maintain to best
serve their plan participants, employers and other stakeholders. CEBS Compliance means you are a leader in the profession.</p>
<p>Maintaining CEBS Compliance helps you keep your professional skills sharp. It upholds the reputation of the CEBS designation and the community of benefits professionals who have earned it. </p>
<p>Compliance standards, policies, recognition and reporting is administered by the CEBS program. This section explains key policies and procedures of CEBS Compliance.</p>
<p>All CEBS graduates, of any year, are eligible and encouraged to participate.</p>
<p> If you're ready to report credits, go to <a href="https://www.ifebp.org/MyProfile/Pages/UpdateProfile.aspx"><span><font color="#0066cc">www.ifebp.org/myprofile</font></span></a>, log in with your
International Foundation username and password and follow the prompts to view and report your credits. If you're new to CEBS Compliance, download the CEBS Compliance Guide above, or read on for
more information on eligible activities and how compliance
works.<br><br><a href="http://www.ifebp.org/cebs-designation/Pages/cpe-body-of-knowledge.aspx">Compliance Content Domain and Body of Knowledge</a></p>
<p>
<a href="https://www.ifebp.org/cebs-designation/Pages/cpe-q-and-a.aspx">
<span class="ms-rteThemeForeColor-5-0">Compliance Questions and Answers</span> </a>
</p>
<p>
<a href="http://www.ifebp.org/cebs-designation/Pages/cpe-compliance-listing.aspx">Compliant Listing / Publicize Your CEBS Compliance</a>
</p>
<p>
<a href="http://www.ifebp.org/cebs-designation/Pages/cpe-eligible-activities.aspx">Eligible Activities</a>
</p>
<p>
<a href="http://www.ifebp.org/cebs-designation/Pages/cpe-audit.aspx">Compliance Audit</a>
</p>
<p> <br><strong>CEBS Compliance Overview</strong> </p>
<p> To support the basic objectives of high levels of competence, performance and ethical conduct, all those who seek or obtain the CEBS designation are expected to comply with the letter
and spirit of the <a href="https://www.ifebp.org/cebs-designation/Pages/principles-of-conduct.aspx" target="_blank">CEBS Principles of Conduct</a>, one of which states: <br><br> “A CEBS shall
continually strive to maintain and improve the knowledge, skills and competence needed for effective performance in the profession. This not only includes the initial acquisition of professional
knowledge and skills but also requires continued learning and development.”<br>
<br>Because CEBS graduates represent diverse professional capacities, roles
and specialties, CEBS Compliance is designed for maximum flexibility in choosing appropriate professional education activities.<br>
</p>
<p>
<strong>Who Participates?</strong><br>All CEBS graduates, of any year, are eligible to participate and be recognized for CEBS Compliance. It is a formal acknowledgement of the commitment to maintain
a high level of professional expertise.
</p>
<p>Continuous, career-long learning is considered a core value of the CEBS designation. While all CEBS graduates are expected to continue their professional development, there is no revocation policy
for not participating in CEBS Compliance. CEBS graduates who choose to participate are publicly recognized for their commitment to the profession and their career and are entitled to use the status
of CEBS-Compliant.<br> </p>
<p>
<strong>The Role of ISCEBS in CEBS Compliance</strong><br>As an affiliated organization of the International Foundation, the International Society of Certified Employee Benefit Specialists
(ISCEBS) endorses CEBS Compliance. ISCEBS was founded on the principle of providing professional development avenues for CEBS graduates. The Society supports its education activities—including the
Employee Benefits Symposium and local chapter programs—for CEBS Compliance
credit. <strong> </strong><br><strong> </strong><br><strong>
</strong>
</p>
<p>
<strong>Recognition of Compliance</strong><br>CEBS Compliance plays a vital role in the CEBS designee’s pursuit of ongoing professional knowledge. Recognizing the importance of staying proficient
and up to date in an ever-changing industry, CEBS is committed to public recognition of those who are CEBS-Compliant.
</p>
<p>Compliant graduates are recognized on <a href="http://www.cebs.org/compliance">www.cebs.org/compliance</a>, a publicly available and searchable listing of all graduates whose compliance status is
current. Compliant graduates are listed by country and alphabetically by state or province/territory. This listing is available for employers, clients, government regulators and other parties who
are interested in or rely upon the professional currency that CEBS Compliance signifies.</p>
<p>Once you attest to meeting the 30 hours of compliance credits, you are welcome and encouraged to highlight your compliant status on your professional platforms. Other recognition may take place in
conjunction with the annual ISCEBS Symposium or at local ISCEBS chapter events.<br></p>
<p>
<strong>Showcase Your Accomplishments With a Digital Badge!</strong><br>You worked hard to earn your designation and remain compliant—Show it off! A digital badge helps CEBS Compliant individuals
publicize their achievements. Badges are shareable on LinkedIn, Twitter and Facebook and in email signatures and can be embedded in websites. Complete details on claiming your digital badge can be
found at <a href="http://www.ifebp.org/digitalbadges">www.ifebp.org/digitalbadges</a>.<br><strong> </strong>
<br>
<strong> </strong>
<strong> </strong>
<br>
<strong>How CEBS Compliance Works </strong>
<br>
<strong> </strong><br>CEBS Compliance is defined as earning and
reporting 30 hours of credit over two consecutive calendar years, known as your reporting period. When you earn 30 credits, you have attained CEBS-Compliant status and are recognized at <a href="http://www.cebs.org/compliance">
<span style="text-decoration: underline;">
<font color="#0066cc">www.cebs.org/compliance</font></span></a>. <span aria-hidden="true"></span>Compliance is open to all CEBS graduates of any year.
</p>
<p>
<span aria-hidden="true"></span>If you are not currently compliant, you can start at any time; there is no need to wait for a new calendar year to begin. If you do not earn 30 credits during a
two-year time period, you will not be entitled to use the CEBS-Compliant status. Refer to the table below to determine your reporting period. <br>
</p>
<p>
<strong>Establishing Your Reporting Period</strong>
</p>
<p>Your two-year period begins in the calendar year in which you first report a completed activity. For example, if you report at least 1 credit in 2021, your reporting period is established as
2021-2022. Once you establish your reporting period, you can report credits any time during that two-year period. </p>
<table class="ms-rteTable-default" width="100%" cellspacing="0">
<tbody>
<tr>
<td class="ms-rteTable-default" style="width: 33.33%;">
<strong>If You Reported</strong>
</td>
<td class="ms-rteTable-default" style="width: 33.33%;">
<strong>During</strong>
</td>
<td class="ms-rteTable-default" style="width: 33.33%;">
<strong>Your Reporting Period is</strong>
</td>
</tr>
<tr>
<td class="ms-rteTable-default">1-29 credits</td>
<td class="ms-rteTable-default">2021<br></td>
<td class="ms-rteTable-default">2021-2022<br></td>
</tr>
<tr>
<td class="ms-rteTable-default">0 credits</td>
<td class="ms-rteTable-default">2021<br></td>
<td class="ms-rteTable-default">2022-2023<br></td>
</tr>
<tr>
<td class="ms-rteTable-default">30 or more credits</td>
<td class="ms-rteTable-default">2021<br></td>
<td class="ms-rteTable-default">2022-2023<br></td>
</tr>
<tr>
<td class="ms-rteTable-default">1-29 credits</td>
<td class="ms-rteTable-default">2022<br></td>
<td class="ms-rteTable-default">2022-2023<br></td>
</tr>
</tbody>
</table>
<p> </p>
<p>If you reach 30 credits during the first calendar year, your reporting period restarts with the following calendar year, giving you a new opportunity to extend your CEBS-Compliant status.<br></p>
<p>
<strong>Reporting Zero Credits During a Calendar Year</strong>
</p>
<p>Life is busy and it can sometimes happen that a personal or professional schedule didn't allow for any education activities during that year. If you do not report any credits during a given
year, for any reason, you have the opportunity to re-establish your two-year period upon reporting a new activity during a subsequent calendar year. For example: you report 17 credits in 2020 and 0
in 2021 (which establishes a 2020-2021 reporting period.) You can re-establish a reporting period of 2022-2023 when you report an activity anytime during 2022.</p>
<p>
<strong>When To Report Credits</strong>
</p>
<p>You are encouraged to report credits as you complete each activity. You will reach compliance recognition sooner and not risk misplacing important details needed for reporting.
Remember, you establish your two-year period when you report an activity; waiting until the end of two years means you will not be able to report activities completed during
the previous year. For example: You earned 15 credits in 2021 and 15 credits in 2022, but reported 0 credits in either year. Waiting to report them all at
once later in 2022 means your reporting period has reset and reporting for 2021 is not available. Reporting credits as you earn them is the best way to make sure they count
towards your CEBS Compliance status.</p>
<p>
<br> <br><strong> CEBS Compliance Duration</strong>
</p>
<p>Your compliant-through date is determined by the year in which you attain CEBS Compliance, either by earning the designation, or by reporting 30 credits. The table below illustrates how long your
CEBS Compliance status is in effect.</p>
<p>Recent graduates are considered compliant as of the day of completion through the date indicated below. For example, if you complete the CEBS designation on June 15, 2020, you are considered
compliant through December 31, 2022. You can establish your next reporting period on or after January 1, 2021 and report completed activities to maintain your compliance status.</p>
<table class="ms-rteTable-default" width="100%" cellspacing="0" style="text-align: center;">
<tbody>
<tr class="ms-rteTableEvenRow-default">
<td class="ms-rteTableEvenCol-default" style="width: 33.33%;"><strong>Year in which you report 30 credits or earn the CEBS designation</strong></td>
<td class="ms-rteTableOddCol-default" style="width: 33.33%;">
<strong>You are considered CEBS-Compliant through</strong>
</td>
<td class="ms-rteTableEvenCol-default" style="width: 33.33%; text-align: center;"> <strong>You can establish your next reporting period on or after</strong></td>
</tr>
<tr class="ms-rteTableOddRow-default">
<td class="ms-rteTableEvenCol-default">2020</td>
<td class="ms-rteTableOddCol-default">December 31, 2022</td>
<td class="ms-rteTableEvenCol-default">January 1, 2021</td>
</tr>
<tr class="ms-rteTableEvenRow-default">
<td class="ms-rteTableEvenCol-default">2021<br></td>
<td class="ms-rteTableOddCol-default">December 31, 2023</td>
<td class="ms-rteTableEvenCol-default">January 1, 2022<br></td>
</tr>
<tr class="ms-rteTableFooterRow-default" style="text-align: center;">
<td class="ms-rteTableFooterEvenCol-default" rowspan="1">2022<br></td>
<td class="ms-rteTableFooterOddCol-default" rowspan="1">December 21, 2024<br></td>
<td class="ms-rteTableFooterEvenCol-default" rowspan="1">January 1, 2023<br></td>
</tr>
</tbody>
</table>
<p>
<br> <strong><br><strong> </strong>
<strong> </strong>
<strong>Guidelines for Calculating Compliance Credits</strong><strong> </strong></strong>
</p>
<p> When calculating Compliance credits, the following guidelines are in effect: </p>
<ul>
<li>The activity's content must related to one or more of the CEBS content domains<span class="ms-rteThemeForeColor-2-0">.</span> </li>
<li> One Compliance credit hour is equal to 50 minutes of qualifying activity. Compliance credit is calculated as total minutes ÷ 50, rounded down to the nearest half credit. <br><br> Example: Six
hours (360 minutes) of content equals 7 credits. <br> 360 ÷ 50 = 7.2 Round down to the nearest half for a total of 7 credits. </li>
<li> Only activities comprised of educational content are eligible. Time spent on meals, refreshment breaks and other noneducational activities does not qualify. </li>
<li> If an activity begins in one calendar year and ends during the following calendar year (a formal course is the most common example of this), the compliance credits should be claimed for
the year in which the activity is completed. </li>
</ul>
<p> Note: Although a sponsor or provider of an activity may advertise a certain number of continuing education credits, you are responsible for using the guidelines described here to determine the
activity’s applicable content and calculate compliance credit. <br> </p>
<p>
<strong>Carryover</strong><br>Credits applied toward compliant status in one reporting period cannot be used toward compliance in a subsequent reporting period. Credits reported in excess
of 30 cannot be used toward extending compliance beyond the two-year period outlined above. <br><br><strong>Content of Compliance Activities </strong>
<br>
<strong> </strong>You are encouraged to choose education activities that are relevant to your professional role and interests, especially if you are also pursuing continuing education requirements
for another professional designation or license.
</p>
<p>The topics below reflect the existing content domains covered in the CEBS curriculum and provide the educational framework for qualifying activities for compliance credit. The topics cover both the
breadth of the subject matter as well as applications and industry practices reflected in the CEBS curriculum. </p>
<span style="display: block;"></span><span style="display: block;">
<ul>
<li> Group Benefits Management </li>
<li> Retirement Plans Management </li>
<li>Wealth Management/Personal Financial Planning
</li>
<li>Governance/Integration/Coordination of Private, Group and Public Plans </li>
<li>Plan Design
</li>
<li>Plan Funding and Finance </li>
<li>Plan Administration/Claims
</li>
<li>Plan Communication </li>
<li>Compliance Practices
</li>
<li>Resource and Cost-Containment Practices </li>
<li>Technology, Service and Support Practices
</li>
<li>Regulatory, Legislative and Marketplace Developments </li>
<li>Ethics and Professional/Fiduciary Responsibility
</li>
</ul>
</span>
<p>In addition to the topics listed above, these content areas (which were in the CEBS curriculum prior to 2017) are also considered for education activities.
</p>
<ul>
<li> Compensation Management </li>
<li>Human Resources Management </li>
</ul>
<p>
<strong> </strong>
<a name="activities"> </a>
<strong>Education Activities for Compliance </strong>
<br>A variety of <a href="https://www.ifebp.org/cebs-designation/Pages/cpe-eligible-activities.aspx" target="_blank">education activities</a> can qualify for compliance credit, and are explained in
further detail below. The list is not exhaustive, and other activities may qualify. Given the nearly limitless spectrum of education courses and programs available, each CEBS graduate is responsible
for determining whether any education activity chosen relates to one or more CEBS content areas. Consult this section for details and requirements for each activity and how to calculate your
credits.
</p>
<p>
<span class="ms-rteThemeForeColor-2-0">Supporting documentation is not required at the time of reporting completed credits. CEBS graduates should retain supporting documentation for at least three
years after the activity is completed since it will be requested if you are selected for audit. It may be helpful to scan all of your supporting documents into one file to have ready if you are
selected for audit. Examples of such records include: </span>
</p>
<ul>
<li> Certificate of attendance </li>
<li> Personalized attendance letter from the sponsoring provider </li>
<li> Educational transcripts/grade results </li>
<li> Teaching or writing contracts </li>
<li> Registration receipt </li>
<li> Confirmation letter/e-mail. <br></li>
</ul>
<p>
<strong>Conferences</strong><br> Related educational session attendance at a conference is eligible for compliance credit. One 50-minute hour of education equals one compliance credit.
Meals, breaks and other noneducational events (receptions, exhibitor/vendor events, etc.) do not qualify. Examples of conferences include:
</p>
<ul>
<a href="http://www.iscebs.org/Symposium/Pages/SymposiumOverview.aspx" target="_blank">
<li> ISCEBS Symposium </li></a>
<font color="#000000"> </font>
<li>
<a href="http://www.iscebs.org/Local/Pages/Default.aspx" target="_blank">
<span style="text-decoration: underline;">
<font color="#0066cc">ISCEBS chapter educational programs</font></span></a>
</li>
<li>
<a href="https://www.ifebp.org/education/schedule/Pages/education-program-schedule.aspx" target="_blank">
<span style="text-decoration: underline;">
<font color="#0066cc">International Foundation in-person or virtual educational programs</font></span></a>
</li>
<li> Conference attendance (in-person or virtual) educational programs from similar organizations (national or chapter level) </li>
</ul>
<p>
<br>
<strong>Programs and Courses <br></strong>Successful completion of related educational programs and courses is eligible for compliance credit. Activities must be designed and conducted by
persons qualified in the subject and must relate to the <span class="ms-rteThemeForeColor-2-0"> </span>
<a href="https://www.ifebp.org/CEBSDesignation/CEBS_CPE/Pages/CPE_Content_Domain.aspx" target="_blank">
<span class="ms-rteThemeForeColor-2-0"> CEBS content domain areas</span></a><span class="ms-rteThemeForeColor-2-0">. </span>
</p>
<p> Many CEBS graduates are involved in continuing education requirements for other professional designations or licenses, and these activities are likely to qualify for CEBS compliance credit.
Examples of such programs and courses may include those sponsored by: </p>
<ul>
<li> Colleges and universities </li>
<li> Professional organizations (national or local level) </li>
<li> Organizations that offer professional designations or licenses relating to the CEBS content areas </li>
<li> State or provincial/territorial licensing boards. </li>
</ul>
<p>Below are some examples of common programs and courses that can qualify for compliance credit. </p>
<p>
<strong>CEBS Courses <br></strong>Completing
a <a href="https://www.ifebp.org/CEBSDesignation/Pages/default.aspx" target="_blank"><span style="text-decoration: underline;"><font color="#0066cc">CEBS course</font></span></a> in either the
United States or Canadian curriculum beyond the courses originally completed to earn the designation is eligible for 30 hours of credit per course. These credits are automatically reported to your
Compliance profile.
</p>
<p>
<strong>Undergraduate or Graduate Course Work <br></strong>Completion of a relevant full-semester undergraduate or graduate course from an accredited college or university is eligible for up to 30
hours. Generally, the compliance credit hours per course can be determined by applying the academic institution’s published credit hour (or credit unit) allocation to the number of weeks in the
semester. For example, a three-credit-hour course offered over a 12-week semester equals 36 credit hours. Courses may exceed 30 hours per course, but only 30 hours of credit are allowable. Courses
must relate to the <font class="ms-rteThemeForeColor-2-0">CEBS content domain areas</font><span class="ms-rteThemeForeColor-2-0">. </span>
</p>
<p>
<strong>Licenses or Professional Designations <br></strong>Courses taken to earn or maintain a professional designation or license that relates to the <font class="ms-rteThemeForeColor-2-0">
CEBS content domain areas</font><span class="ms-rteThemeForeColor-2-0"> </span>are eligible for one credit per one 50-minute hour of education, up to 30 hours of credit per course. Courses must
relate to the <font class="ms-rteThemeForeColor-2-0">CEBS content areas</font><span class="ms-rteThemeForeColor-2-0">.</span>
</p>
<p>
<strong>Local, Short or Online Programs <br></strong>Other courses and programs, such as seated, in-person programs sponsored by local chapters of national organizations, e-learning courses and
Webinars are eligible for one credit per 50-minute hour of education. Courses must relate to the <font class="ms-rteThemeForeColor-2-0">CEBS content areas</font><span
class="ms-rteThemeForeColor-2-0">.</span><br><br><strong>Teaching/Presenting <br></strong>Teaching or presenting to health, retirement or other employee benefits professionals or students in an
online, classroom or conference setting are eligible for compliance credits. All topics must relate to the <font class="ms-rteThemeForeColor-2-0">CEBS content areas</font><span
class="ms-rteThemeForeColor-2-0">.</span><br><br> When reporting teaching/presenting credits, two credits per hour of actual teaching/presenting time can be claimed for the first time the class or
seminar is conducted. For second and subsequent offerings of the same course or session, one credit per hour of actual teaching/presenting time can be claimed. <br><br> Credit awarded for teaching
shall not exceed 15 hours within a reporting period even if multiple courses are taught/presented.
</p>
<p>Presentations designed for an audience unrelated to health, retirement employee benefits or compensation professionals (such as those for marketing purposes, media interviews, new hire orientations
or onboarding, etc.) do not qualify. <br><br><strong>Authorship <br></strong>Compliance credits are awarded for authorship, provided the content of a written work directly relates to the <font
class="ms-rteThemeForeColor-2-0">CEBS content areas</font><span class="ms-rteThemeForeColor-2-0"> </span> and the work is written for a health, retirement or other employee benefits audience.
In order for a written work to qualify for credit, the work must treat the topic at a level commensurate with the professional knowledge and expertise of those possessing the CEBS designation.
Compliance credit for authorship will be awarded for the time required to research and write the work. Authorship credit awarded shall not exceed 15 hours within a reporting period. <br><br>
Examples of appropriate forums for written works would include published books, book chapters, peer-reviewed scholarly journals, publications targeting a professional audience and other comparable
published works. <br><br> Short news articles, company newsletter articles for clients and informational question-and-answer (Q&A) pieces are not acceptable for authorship credit. </p>
<p>
<strong>
<em>What types of activities do not qualify for credit?</em></strong>
</p>
<p>Activities that do not qualify for credit include unstructured activities, such as reading books or articles on professional topics, or activities for which no proof of completion is available;
personal development courses such as public speaking; and any program less than 50 minutes long. Work duties, work projects, or other activities completed within the scope of your employment
do not qualify.<br></p>
<p>
<strong><em>Certain Foundation Activities Are Reported Automatically</em></strong>
</p>
<p>Automatically reported activities including additional CEBS courses and International Foundation e-learning courses. Other eligible activities are self-reported.<br><br><strong>How to Report
Education Activities</strong><br> <br> To self-report
your eligible activities, follow these steps:<br></p>
<ul>
<li>Log in at <a href="http://www.ifebp.org/myprofile">www.ifebp.org/myprofile</a> using your Society or International Foundation ID number and password.</li>
<li>As a CEBS graduate, your username defaults to your Society or International Foundation ID number, and your password is the first ten characters of your last name (unless you changed it). If you
have misplaced one or both, follow the prompts on the login page to retrieve your username or reset your password, or you can
<a href="https://www.ifebp.org/aboutus/contactus/Pages/default.aspx">contact</a> CEBS Customer Service for assistance.</li>
<li>Click “Manage Your CEBS Compliance Credits” button to the right of your name.</li>
<li>Follow the prompts to view, add, edit or remove activities. <br>
<strong>
<strong></strong></strong></li>
</ul>
<p>
<strong>Auditing of Compliance Activities </strong>
</p>
<p>An audit is conducted to maintain the integrity of the self-reporting system. It also serves as a review of the kinds of activities CEBS graduates pursue for professional development, which helps
the CEBS program and the International Foundation continue to grow and evolve to meet benefits professionals’ educational needs.</p>
<p>CEBS will randomly audit a percentage of designees who have reported compliance. If you are selected for audit, you should be prepared to submit supporting documentation of your education
activities. No fee will be assessed for an audit.</p>
<p> <br><strong> Ethical Responsibility
<br></strong>CEBS Compliance is intended to
recognize and enhance the stature of the CEBS credential and those who hold it. It is each graduate’s obligation to choose education activities that will further professional development and to
avoid falsification, circumvention or evasion of the spirit or procedures of CEBS Compliance. </p>
<p>
<strong>Questions? CEBS is Here to Help!</strong>
</p>
<p>If your question is not answered <a href="/cebs-designation/Pages/cpe-q-and-a.aspx">here</a>, contact <a href="https://www.ifebp.org/aboutus/contactus/Pages/default.aspx">CEBS Customer Service</a>
for additional assistance. Thank you for your ongoing support of CEBS! <br> <br>
<strong><a name="fee"> </a></strong>
</p>
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IFEBP>CEBS Designation>CEBS Compliance Policy Guidelines
CEBS COMPLIANCE GUIDELINES
Download the full CEBS Compliance Guide.
Welcome to CEBS Compliance!
The employee benefits profession is continuously evolving. Certified Employee
Benefit Specialist® (CEBS) graduates are leaders in the industry and at the
forefront of the profession’s new and emerging trends as well as legal and
regulatory requirements. CEBS Compliance status is a formal recognition of the
ongoing, career-long professional development that CEBS graduates maintain to
best serve their plan participants, employers and other stakeholders. CEBS
Compliance means you are a leader in the profession.
Maintaining CEBS Compliance helps you keep your professional skills sharp. It
upholds the reputation of the CEBS designation and the community of benefits
professionals who have earned it.
Compliance standards, policies, recognition and reporting is administered by the
CEBS program. This section explains key policies and procedures of CEBS
Compliance.
All CEBS graduates, of any year, are eligible and encouraged to participate.
If you're ready to report credits, go to www.ifebp.org/myprofile, log in with
your International Foundation username and password and follow the prompts to
view and report your credits. If you're new to CEBS Compliance, download the
CEBS Compliance Guide above, or read on for more information on eligible
activities and how compliance works.
Compliance Content Domain and Body of Knowledge
Compliance Questions and Answers
Compliant Listing / Publicize Your CEBS Compliance
Eligible Activities
Compliance Audit
CEBS Compliance Overview
To support the basic objectives of high levels of competence, performance and
ethical conduct, all those who seek or obtain the CEBS designation are expected
to comply with the letter and spirit of the CEBS Principles of Conduct, one of
which states:
“A CEBS shall continually strive to maintain and improve the knowledge, skills
and competence needed for effective performance in the profession. This not only
includes the initial acquisition of professional knowledge and skills but also
requires continued learning and development.”
Because CEBS graduates represent diverse professional capacities, roles and
specialties, CEBS Compliance is designed for maximum flexibility in choosing
appropriate professional education activities.
Who Participates?
All CEBS graduates, of any year, are eligible to participate and be recognized
for CEBS Compliance. It is a formal acknowledgement of the commitment to
maintain a high level of professional expertise.
Continuous, career-long learning is considered a core value of the CEBS
designation. While all CEBS graduates are expected to continue their
professional development, there is no revocation policy for not participating in
CEBS Compliance. CEBS graduates who choose to participate are publicly
recognized for their commitment to the profession and their career and are
entitled to use the status of CEBS-Compliant.
The Role of ISCEBS in CEBS Compliance
As an affiliated organization of the International Foundation, the International
Society of Certified Employee Benefit Specialists (ISCEBS) endorses CEBS
Compliance. ISCEBS was founded on the principle of providing professional
development avenues for CEBS graduates. The Society supports its education
activities—including the Employee Benefits Symposium and local chapter
programs—for CEBS Compliance credit.
Recognition of Compliance
CEBS Compliance plays a vital role in the CEBS designee’s pursuit of ongoing
professional knowledge. Recognizing the importance of staying proficient and up
to date in an ever-changing industry, CEBS is committed to public recognition of
those who are CEBS-Compliant.
Compliant graduates are recognized on www.cebs.org/compliance, a publicly
available and searchable listing of all graduates whose compliance status is
current. Compliant graduates are listed by country and alphabetically by state
or province/territory. This listing is available for employers, clients,
government regulators and other parties who are interested in or rely upon the
professional currency that CEBS Compliance signifies.
Once you attest to meeting the 30 hours of compliance credits, you are welcome
and encouraged to highlight your compliant status on your professional
platforms. Other recognition may take place in conjunction with the annual
ISCEBS Symposium or at local ISCEBS chapter events.
Showcase Your Accomplishments With a Digital Badge!
You worked hard to earn your designation and remain compliant—Show it off! A
digital badge helps CEBS Compliant individuals publicize their achievements.
Badges are shareable on LinkedIn, Twitter and Facebook and in email signatures
and can be embedded in websites. Complete details on claiming your digital badge
can be found at www.ifebp.org/digitalbadges.
How CEBS Compliance Works
CEBS Compliance is defined as earning and reporting 30 hours of credit over two
consecutive calendar years, known as your reporting period. When you earn 30
credits, you have attained CEBS-Compliant status and are recognized at
www.cebs.org/compliance. Compliance is open to all CEBS graduates of any year.
If you are not currently compliant, you can start at any time; there is no need
to wait for a new calendar year to begin. If you do not earn 30 credits during a
two-year time period, you will not be entitled to use the CEBS-Compliant
status. Refer to the table below to determine your reporting period.
Establishing Your Reporting Period
Your two-year period begins in the calendar year in which you first report a
completed activity. For example, if you report at least 1 credit in 2021, your
reporting period is established as 2021-2022. Once you establish your reporting
period, you can report credits any time during that two-year period.
If You Reported During Your Reporting Period is 1-29 credits 2021
2021-2022
0 credits 2021
2022-2023
30 or more credits 2021
2022-2023
1-29 credits 2022
2022-2023
If you reach 30 credits during the first calendar year, your reporting period
restarts with the following calendar year, giving you a new opportunity to
extend your CEBS-Compliant status.
Reporting Zero Credits During a Calendar Year
Life is busy and it can sometimes happen that a personal or professional
schedule didn't allow for any education activities during that year. If you do
not report any credits during a given year, for any reason, you have the
opportunity to re-establish your two-year period upon reporting a new activity
during a subsequent calendar year. For example: you report 17 credits in 2020
and 0 in 2021 (which establishes a 2020-2021 reporting period.) You can
re-establish a reporting period of 2022-2023 when you report an activity anytime
during 2022.
When To Report Credits
You are encouraged to report credits as you complete each activity. You will
reach compliance recognition sooner and not risk misplacing important details
needed for reporting. Remember, you establish your two-year period when you
report an activity; waiting until the end of two years means you will not be
able to report activities completed during the previous year. For example:
You earned 15 credits in 2021 and 15 credits in 2022, but reported 0 credits in
either year. Waiting to report them all at once later in 2022 means your
reporting period has reset and reporting for 2021 is not available. Reporting
credits as you earn them is the best way to make sure they count towards your
CEBS Compliance status.
CEBS Compliance Duration
Your compliant-through date is determined by the year in which you attain CEBS
Compliance, either by earning the designation, or by reporting 30 credits. The
table below illustrates how long your CEBS Compliance status is in effect.
Recent graduates are considered compliant as of the day of completion through
the date indicated below. For example, if you complete the CEBS designation on
June 15, 2020, you are considered compliant through December 31, 2022. You
can establish your next reporting period on or after January 1, 2021 and report
completed activities to maintain your compliance status.
Year in which you report 30 credits or earn the CEBS designation You are
considered CEBS-Compliant through You can establish your next reporting period
on or after 2020 December 31, 2022 January 1, 2021 2021
December 31, 2023 January 1, 2022
2022
December 21, 2024
January 1, 2023
Guidelines for Calculating Compliance Credits
When calculating Compliance credits, the following guidelines are in effect:
* The activity's content must related to one or more of the CEBS content
domains.
* One Compliance credit hour is equal to 50 minutes of qualifying activity.
Compliance credit is calculated as total minutes ÷ 50, rounded down to the
nearest half credit.
Example: Six hours (360 minutes) of content equals 7 credits.
360 ÷ 50 = 7.2 Round down to the nearest half for a total of 7 credits.
* Only activities comprised of educational content are eligible. Time spent on
meals, refreshment breaks and other noneducational activities does not
qualify.
* If an activity begins in one calendar year and ends during the following
calendar year (a formal course is the most common example of this),
the compliance credits should be claimed for the year in which the activity
is completed.
Note: Although a sponsor or provider of an activity may advertise a certain
number of continuing education credits, you are responsible for using the
guidelines described here to determine the activity’s applicable content and
calculate compliance credit.
Carryover
Credits applied toward compliant status in one reporting period cannot be used
toward compliance in a subsequent reporting period. Credits reported in excess
of 30 cannot be used toward extending compliance beyond the two-year period
outlined above.
Content of Compliance Activities
You are encouraged to choose education activities that are relevant to your
professional role and interests, especially if you are also pursuing continuing
education requirements for another professional designation or license.
The topics below reflect the existing content domains covered in the CEBS
curriculum and provide the educational framework for qualifying activities for
compliance credit. The topics cover both the breadth of the subject matter as
well as applications and industry practices reflected in the CEBS curriculum.
* Group Benefits Management
* Retirement Plans Management
* Wealth Management/Personal Financial Planning
* Governance/Integration/Coordination of Private, Group and Public Plans
* Plan Design
* Plan Funding and Finance
* Plan Administration/Claims
* Plan Communication
* Compliance Practices
* Resource and Cost-Containment Practices
* Technology, Service and Support Practices
* Regulatory, Legislative and Marketplace Developments
* Ethics and Professional/Fiduciary Responsibility
In addition to the topics listed above, these content areas (which were in the
CEBS curriculum prior to 2017) are also considered for education
activities.
* Compensation Management
* Human Resources Management
Education Activities for Compliance
A variety of education activities can qualify for compliance credit, and are
explained in further detail below. The list is not exhaustive, and other
activities may qualify. Given the nearly limitless spectrum of education courses
and programs available, each CEBS graduate is responsible for determining
whether any education activity chosen relates to one or more CEBS content areas.
Consult this section for details and requirements for each activity and how to
calculate your credits.
Supporting documentation is not required at the time of reporting completed
credits. CEBS graduates should retain supporting documentation for at least
three years after the activity is completed since it will be requested if you
are selected for audit. It may be helpful to scan all of your supporting
documents into one file to have ready if you are selected for audit. Examples of
such records include:
* Certificate of attendance
* Personalized attendance letter from the sponsoring provider
* Educational transcripts/grade results
* Teaching or writing contracts
* Registration receipt
* Confirmation letter/e-mail.
Conferences
Related educational session attendance at a conference is eligible
for compliance credit. One 50-minute hour of education equals one compliance
credit. Meals, breaks and other noneducational events (receptions,
exhibitor/vendor events, etc.) do not qualify. Examples of conferences include:
ISCEBS Symposium
* ISCEBS chapter educational programs
* International Foundation in-person or virtual educational programs
* Conference attendance (in-person or virtual) educational programs from
similar organizations (national or chapter level)
Programs and Courses
Successful completion of related educational programs and courses is eligible
for compliance credit. Activities must be designed and conducted by persons
qualified in the subject and must relate to the CEBS content domain areas.
Many CEBS graduates are involved in continuing education requirements for other
professional designations or licenses, and these activities are likely to
qualify for CEBS compliance credit. Examples of such programs and courses may
include those sponsored by:
* Colleges and universities
* Professional organizations (national or local level)
* Organizations that offer professional designations or licenses relating to
the CEBS content areas
* State or provincial/territorial licensing boards.
Below are some examples of common programs and courses that can qualify for
compliance credit.
CEBS Courses
Completing a CEBS course in either the United States or Canadian curriculum
beyond the courses originally completed to earn the designation is eligible for
30 hours of credit per course. These credits are automatically reported to your
Compliance profile.
Undergraduate or Graduate Course Work
Completion of a relevant full-semester undergraduate or graduate course from an
accredited college or university is eligible for up to 30 hours. Generally, the
compliance credit hours per course can be determined by applying the academic
institution’s published credit hour (or credit unit) allocation to the number of
weeks in the semester. For example, a three-credit-hour course offered over a
12-week semester equals 36 credit hours. Courses may exceed 30 hours per course,
but only 30 hours of credit are allowable. Courses must relate to the CEBS
content domain areas.
Licenses or Professional Designations
Courses taken to earn or maintain a professional designation or license that
relates to the CEBS content domain areas are eligible for one credit per one
50-minute hour of education, up to 30 hours of credit per course. Courses must
relate to the CEBS content areas.
Local, Short or Online Programs
Other courses and programs, such as seated, in-person programs sponsored by
local chapters of national organizations, e-learning courses and Webinars are
eligible for one credit per 50-minute hour of education. Courses must relate to
the CEBS content areas.
Teaching/Presenting
Teaching or presenting to health, retirement or other employee benefits
professionals or students in an online, classroom or conference setting are
eligible for compliance credits. All topics must relate to the CEBS content
areas.
When reporting teaching/presenting credits, two credits per hour of actual
teaching/presenting time can be claimed for the first time the class or seminar
is conducted. For second and subsequent offerings of the same course or session,
one credit per hour of actual teaching/presenting time can be claimed.
Credit awarded for teaching shall not exceed 15 hours within a reporting period
even if multiple courses are taught/presented.
Presentations designed for an audience unrelated to health, retirement employee
benefits or compensation professionals (such as those for marketing purposes,
media interviews, new hire orientations or onboarding, etc.) do not qualify.
Authorship
Compliance credits are awarded for authorship, provided the content of a written
work directly relates to the CEBS content areas and the work is written for a
health, retirement or other employee benefits audience. In order for a written
work to qualify for credit, the work must treat the topic at a level
commensurate with the professional knowledge and expertise of those possessing
the CEBS designation. Compliance credit for authorship will be awarded for the
time required to research and write the work. Authorship credit awarded shall
not exceed 15 hours within a reporting period.
Examples of appropriate forums for written works would include published books,
book chapters, peer-reviewed scholarly journals, publications targeting a
professional audience and other comparable published works.
Short news articles, company newsletter articles for clients and informational
question-and-answer (Q&A) pieces are not acceptable for authorship credit.
What types of activities do not qualify for credit?
Activities that do not qualify for credit include unstructured activities, such
as reading books or articles on professional topics, or activities for which no
proof of completion is available; personal development courses such as public
speaking; and any program less than 50 minutes long. Work duties, work
projects, or other activities completed within the scope of your employment do
not qualify.
Certain Foundation Activities Are Reported Automatically
Automatically reported activities including additional CEBS courses and
International Foundation e-learning courses. Other eligible activities are
self-reported.
How to Report Education Activities
To self-report your eligible activities, follow these steps:
* Log in at www.ifebp.org/myprofile using your Society or International
Foundation ID number and password.
* As a CEBS graduate, your username defaults to your Society or International
Foundation ID number, and your password is the first ten characters of your
last name (unless you changed it). If you have misplaced one or both, follow
the prompts on the login page to retrieve your username or reset your
password, or you can contact CEBS Customer Service for assistance.
* Click “Manage Your CEBS Compliance Credits” button to the right of your name.
* Follow the prompts to view, add, edit or remove activities.
Auditing of Compliance Activities
An audit is conducted to maintain the integrity of the self-reporting system. It
also serves as a review of the kinds of activities CEBS graduates pursue for
professional development, which helps the CEBS program and the International
Foundation continue to grow and evolve to meet benefits professionals’
educational needs.
CEBS will randomly audit a percentage of designees who have reported compliance.
If you are selected for audit, you should be prepared to submit supporting
documentation of your education activities. No fee will be assessed for an
audit.
Ethical Responsibility
CEBS Compliance is intended to recognize and enhance the stature of the CEBS
credential and those who hold it. It is each graduate’s obligation to choose
education activities that will further professional development and to avoid
falsification, circumvention or evasion of the spirit or procedures of CEBS
Compliance.
Questions? CEBS is Here to Help!
If your question is not answered here, contact CEBS Customer Service for
additional assistance. Thank you for your ongoing support of CEBS!
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