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Best retirement plan specialist certifications
The best certifications for a retirement plan specialist are Certified Professional, Life and Health Insurance Program (CPLHI), Retirement Plans Associate (RPA), and Certified Employee Benefit Specialist (CEBS).
Retirement plan specialist certifications demonstrate your competency as a retirement plan specialist to employers. However, not all retirement plan specialist certifications provide the same value.
Below is a list of the best retirement plan specialist certifications. Obtaining a retirement plan specialist certification will give you a leg up when you apply for jobs and increase your potential salary.
3 best certifications for retirement plan specialists
| Rank | Retirement plan specialist certification | Organization |
|---|---|---|
| 1 | Certified Professional, Life and Health Insurance Program (CPLHI) | LOMA |
| 2 | Retirement Plans Associate (RPA) | IFEBP |
| 3 | Certified Employee Benefit Specialist (CEBS) | IFEBP |
3 best retirement plan specialist certifications
1. Certified Professional, Life and Health Insurance Program (CPLHI)
The Certified Professional, Life and Health Insurance Program (CPLHI) Program is a three-course education program in Bahasa Indonesia specifically designed to meet the industry education requirements of professionals in Indonesia. Recognized by the Insurance Directorate, Ministry of Finance and the Life Assurance Association of Indonesia (AAJI), who also requested LOMA create the program, the CPLHI Program provides a comprehensive business education for life and health insurance professionals.
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required? No
2. Retirement Plans Associate (RPA)
The Retirement Plans Associate (RPA) designation is an ideal credential for those who work with defined contribution and defined benefit plans or are involved with the management of plan assets
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required?
3. Certified Employee Benefit Specialist (CEBS)
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required?
What is the best certification for a retirement plan specialist?
The best retirement plan specialist certification is Certified Professional, Life and Health Insurance Program (CPLHI). The Certified Professional, Life and Health Insurance Program (CPLHI) is awarded by the LOMA.
Here's a bit more background on how to obtain this retirement plan specialist certification:
- To become a certified Certified Professional, Life and Health Insurance Program (CPLHI), you need to pass the exam.
- Lucky you - certification doesn't require more than two years of work experience.
- No renewal for certification, if you earn it once it is valid all time.
The most common combination of retirement plan specialist certifications include: Certified Professional, Life and Health Insurance Program (CPLHI), Retirement Plans Associate (RPA), and Certified Employee Benefit Specialist (CEBS).
Online courses for retirement plan specialists to earn certifications
1. The Step-By-Step Guide To Your 401k Plan
How Much To Save, Which Investments To Choose, and a Simple Plan To Reach Retirement Using Your 401(k) Plan...
2. Financial Planning Coaching Certification Holistic Coaching
Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...
3. Strong & Effective Marketing Plan (Plan Template & Example)
Innovative approach for a winning offline and digital marketing plan (important part of your business plan)...
4. Strategic Planning Skills
Strategic Planning Skills...
5. Financial Planning & Analysis: Building a Company's Budget
Learn the Fundamentals of Financial Planning and Position Your Career for Success!...
6. The Complete Business Plan Course (Includes 50 Templates)
Everything You Need to Make a Great Business Plan by an Award Winning Business School Prof, VC & Successful Entrepreneur...
7. Business Plan: Outlines , Templates & Case Study
Learn Business Planning & Lean Thinking to develop a Complete Business Plan...
8. Open To buy- Retail Merchandising Planning
Merchandise Financial Planning...
9. How To Write A Simple And Successful Business Plan
Learn how to effectively write a simple and successful business plan that attracts attention. (template included)...
10. Product Marketing Launch Plan: Product GTM with Dekker, MBA
Product Management Marketing Strategy, Marketing Plan, Product Marketing Manager, Product Manager Marketing Plan...
11. How To Write A Business Plan And A Winning Business Model
Business plan template & business plan examples: Create a top business model & business plan for your business ideas...
12. Coaching Business Plan How to Start a Life Coaching Business
Coaching Business Plan for Life Coaches with Coaching Vision Coaching Niche Coaching Clients Marketing Plan for Coaching...
13. How to Write a Winning Marketing Plan
A Step-by-Step Guide for Small Businesses & Entrepreneurs With a Free Marketing Plan Template & Examples...
14. The Ultimate Guide to Professional Event Planning Management
Learn techniques to become an amazing event planner. You'll get all the skills you need for event management & planning...
15. Strategic Planning Basics for Human Resources
Learn to collaborate with your organizational leaders on the development and implementation of a strategic plan...
16. Successful Events: Event Planning, Marketing & Management
Create a single successful event or event-series with effective event promotion, planning, management, and monetization...
17. The 7 Step Business Plan That Writes Itself
The Essential Guide to Writing a Business Plan for the Creative Entrepreneur...
18. Introduction to Financial Planning - CFP Certification
CFP - Module 1...
19. Project Planning with Advanced Roadmaps for Jira
Learn JIRA's project planning and agile road-mapping tool with a real-world project...
20. Advanced Planning & Scheduling with Primavera P6
Learn advanced planning & scheduling concepts, and apply them using Primavera P6 and MS Excel...