Council Foundation Logo Leaders Edge
Hero Logo

The Insurance Professional School for Employee Benefits

The Insurance Professional School for Employee Benefits offers a comprehensive, seven-month curriculum designed to provide your new recruits with the knowledge and skills they need to excel within your firm.

Registration for the January 2026 cohort will begin in the fall.

How It Works

The Insurance Professional School combines online, self-paced learning with activities and live virtual sessions that reinforce understanding and provide opportunities to apply the material to real world scenarios. Our program is intentionally designed to allow participants the time they need to do their job while learning the skills they to succeed. This structured approach also requires less of the manager’s time for training and development.

  • Approximately four hours/week, with three hours per week on online readings and assignments and one hour lecture session.

  • The Insurance Professional School is the perfect opportunity for firms to attract and retain young employees with the motivation and drive to become seasoned industry champions. The expert instruction the School offers is best paired with client-facing participants with less than three years of experience in the industry, who are licensed and in whom you see potential.

    Roles that will find the most value in attending the Insurance Professional School include:

    • Benefits Producers/Consultants
    • Account Executives
    • Account Managers
    • Client Service Representatives
    • Business Development Associates or other sales roles

    Not sure who to send? Contact The Council team to set up a call.

  • Council Member Tuition: $3,250 per person
    Non-Council Members Tuition: $5,250 per person

Program Overview

Our partnership with the University of Wisconsin, International Federation of Employee Benefit Plans (IFEBP) and other industry experts allow us to offer your employees in-depth knowledge, facilitated discussions, growth-oriented assignments and accountability checkpoints to ensure learning retention.

Key Takeaways

  • Provides a broad and in-depth understanding of employee benefits and focuses on applying the knowledge with a customer-centric advisory mindset
  • Combines online learning with live virtual instruction

Topics Covered

  • Introduction to Employee Benefits
  • Health Insurance
  • Types of Health Insurance Plans
  • Health Savings and Spending Accounts (HSAs, HRAs, FSAs)
  • Prescription Drug Plans/PBMs
  • Plan Underwriting
  • Group Insurance Contracts
  • Plan Funding
  • Dental and Vision
  • Voluntary Benefits
  • Government Sponsored Healthcare Programs
  • Laws Impacting Health Insurance Benefits
  • Retirement Benefits
  • Wellness and Total Rewards
  • Benefit Plan Design
  • The EB Client Lifecycle
  • Being a Trusted Advisor
  • EB Technology and Data
  • Carrier and Vendors Partners
  • Presentation Skills
  • Legislative Environment

TAKE THE NEXT STEP

Ready to sign up?

Registration for the January 2026 cohort opens this fall. Join our waitlist to be contacted as soon as registration opens.

Want to share with a peer?

Click here to download the IPS Employee Benefits One-Sheet PDF.

Want to learn more?

Don’t miss any news and subscribe to updates from The Council about professional development opportunities.

The Insurance Professional School for Employee Benefits was a great experience! Whether you’re new to the employee benefits field or have some experience in the industry, this course offers a structured and comprehensive way to dive into employee benefits. It was a fantastic opportunity to network and learn from others’ experiences. I proudly sport my APEB™ designation and am grateful to have been a part of this course.

Katie Page
CBIZ

Participating in the Insurance Professional School for Employee Benefits has been an enriching experience. The program has deepened my knowledge and provided valuable connections that enhance my ability to support clients and colleagues effectively.

Esther Conde
The Gibson Edge

My experience with CIAB’s Insurance Professional School for Employee Benefits has been instrumental in my success during my limited time in the industry. The school has allowed me to speed up the learning curve associated with joining the Benefits industry and provided me confidence to help clients and prospects navigate the ever-changing healthcare landscape. I’d highly recommend anybody joining the industry to take full advantage of this continuing education process with CIAB.

Slade Smith
CAC Group

Frequently Asked Questions