Taking the Exam | Topics | Exam Application Procedures | State Licensing and CE Credit | PHR/SPHR | Attorney | CPA | Actuary | CFP | IRS Enrolled Agents & Enrolled Retirement Plan Agents Insurance |
Exam Application/Study Material Order Form

U.S. ISCEBS Annual Continuing Education Course/Examination

2013 CBT testing window is Monday, April 15 through Wednesday, July 31.

The U.S. Continuing Education courses and examinations are developed by the Wharton School of the University of Pennsylvania and updated annually. These educational materials include selected readings, an introduction to each topic area, an outline of the subject matter and key concepts for review.

Taking the Exam

The examination is administered via computer at locations throughout the United States during the testing window. Learn more about finding the examination sites for U.S. Continuing Education Courses.

The exam length is two hours regardless of whether you choose one track or both. The exam for each track will feature a maximum of 50 questions. If you test on both tracks, the exam will have up to 100 questions. The question structure (straight answer, multiple option and all except) will remain the same.

Examinations will be auto-scored -- individuals will receive a pass/not-passed grade immediately after completing the exam.

Exam Fees

Health Exam - $125
Retirement Exam - $125
Combined Exam - $195

Continuing Education Examination Application

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Topics for 2013

Health Care and Other Programs
Retirement and Other Programs
  1. Health Care Stakeholders Racing Ahead of the Affordable Care Act
  2. Reinforcing Employee Benefit Plan Process Improvement and Cost Reduction
  3. Ethics and Compliance Concerns Amidst Structural Environmental Change
  4. Legislative and Regulatory Updates with A New Era Dawning
  1. Innovative Practices in Creating Sustainable Retirement Income
  2. Designing Reward Programs with Optimum Links Between Pay and Performance
  3. Confronting Unethical Behavior and Embracing Responsible Plan Governance
  4. Gearing Up for Marketplace Breakthroughs and Legislative/Compliance Initiatives

 

Course materials are available in Members Only.

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Exam Application Procedures

There is a nonrefundable filing fee of $125 per track, or $195 for both, payable to the International Society. CEBS graduates and GBA, RPA and CMS designees who are Society members may submit a Continuing Education application.

All applicants receive a copy of the Examination Handbook with their confirmation letter. The Examination Handbook includes instructions for making, canceling, confirming and rescheduling a test appointment and finding a Prometric site in your area.

If you attempt to schedule a test appointment and are unable to get an acceptable appointment, refer to the Examination Handbook for pertinent information.

State Licensing and Professional Credit Information

Many Society members use the continuing education course/examination to meet licensing and other professional requirements. For further information, contact continuinged@ifebp.org.

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State Licensing and Professional Credit Information - 2013 
(Note: Additional 2013 information will be available as approvals are received)

Many members use the Society's continuing education course to meet licensing and other professional requirements. If you have any questions, please call the Society office at (262) 786-8771.

HRCI Credit for PHR®, SPHR® and GPHR® Recertification

Passing the 2013 ISCEBS Continuing Education course can be used to meet your recertification requirements. HRCI awards 30 credit hours for each track. Your pass notice from the Prometric  Testing Center is your proof of satisfactory completion. HRCI recommends you retain all supporting documentation for at least six months after successful recertification. No further documentation is needed from the International Society.

Health Track:
30 General hours

Retirement Track:
30 General hours

Combined:
60 General hours

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Attorneys

State regulations vary as to whether self-study courses are accepted for credit. Attorneys in most states can seek approval of the continuing education course from the State Bar/Commission on Continuing Legal Education.

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CPA

ISCEBS is no longer registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of self-study courses. Contact your state Board of Accountancy for information on self-reporting of designation courses.

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Enrolled Actuaries

ISCEBS is a qualified sponsor of continuing education programs for enrolled actuaries under Section 20 CFR Part 90(g)(2)(iii) of the final rules and regulations governing those enrolled to perform actuarial services under ERISA. It is the actuary's responsibility to identify "core" and "noncore" hours of credit.

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Certified Financial Planner (CFP®)

The Society's program sponsor agreement has been accepted by the International Board of Standards and Practices for Certified Financial Planners.  

The CFP® Board of Standards approved the 2013 U.S. Course for:                                                                                              Health Track: 10 Hours
Retirement Track: 10 Hours 
Combined Course: 20 hours

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IRS Enrolled Agents & Enrolled Retirement Plan Agents

The International Society is an approved IRS continuing education provider.

The 2013 Health Care track has been approved for 22.0 credit hours in the Qualified Retirement Plan Matters category and 8.0 credit hours in the Ethics category.

The 2013 Retirement track has been approved for 22.0 credit hours in the Qualified Retirement Plan Matters category and 8.0 credit hours in the Ethics category.

Approved audience: Enrolled Agents (EA)/Enrolled Retirement Plan Agents (ERPA)  

IRS CE is only mandatory for EAs and ERPAs.



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Insurance Producers - Insurance CE Credit

The ISCEBS will seek approval of the fellowship course only in states where this service is requested on exam application forms. Credit will no longer be available in all states that require insurance CE credit.

The 2012 credit approval information may be used as an approximation of the number of hours that could be granted for the combined 2013 course. Credit for each individual track may vary. State regulations for reporting credit and for the maximum credit to be awarded vary.

If there is no indication that the course is pending approval in your state, you MUST contact us and request credit at least 45 days prior to your exam date. If your state is not approved, the last day to request CE is June 1, 2013.  Do not sit for your exam until your state has been approved.

 


STATE

2012 Credit Approval 2013 Credit  Approval

Alabama

 

Alaska**

 

Insurance producer seeks approval in Alaska.

Arizona

 

Health Track:
14 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
21 General 
7 Ethics

Arkansas

 

California

 Health Track:
14 Accident & Health
Retirement Track:
7 Life
Combined:
21
Health Track:
14 Accident and Health (AH)
3 Ethics (ET)
Retirement Track:
7 Life Only and Accident & Health
4 Ethics
Combined
14 AH
7 LX
7 ET

Colorado

Health Track:
12 Life, Health &Accident
2 Ethics 
Retirement Track:
5 General
2 Ethics
Combined:
12 LH&A
5 General
4 Ethics
Health Track:
14 Life/Accident & Health
3 Ethics
Retirement Track:
7 Life/Accident & Health
4 Ethics
Combined:
21 Life/Accident & Health
7 Ethics

Connecticut

Health Track:
14 LH
Retirement Track:
7 LH
Combined:
21 LH

Health Track:
17 LH
Retirement Track:
11 LH
Combined:
28 LH

Delaware

Health Track:
12 Life & Accident
2 Ethics
Retirement Track:
5 Life & Accident
2 Ethics
Combined:
17 Life & Accident
4 Ethics
Health Track:
14 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
21 General
7 Ethics

Dist of Columbia

 

Florida

 

Georgia

Health Track:
12 Life & Accident Sickness
2 Ethics
Retirement Track:
3 Life
2 Life & Accident Sickness
2 Ethics
Combined:
14 Life & Accident Sickness
3 Life
4 Ethics

Health Track:
14 Life, Accident & Sickness
3 Ethics
Retirement Track:
7 Life, Accident & Sickness
4 Ethics
Combined:
21 Life, Accident & Sickness
7 Ethics

 

Hawaii

 

Idaho

 

Illinois

Health Track:
12 General
Retirement Track:
7 General
Combined:
19 General
Health Track:
12 General
Retirement Track:
11 General
Combined:
23 General

Indiana

Health Track:
14 Life
Retirement Track:
7 Life
Combined:
21 Life
Health Track:
14 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
21 General
7 Ethics

Iowa

 Health Track:
12 Life/Health
1 Ethics
Retirement Track:
5 Life/Health
2 Ethics
Combined:
17 Life/Health
4 Ethics
Health Track:
14 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
21 General
7 Ethics

Kansas

 

Health Track:
12 LHV
3 Ethics
Retirement Track:
7 LHV
4 Ethics
Combined:
19 LHV
7 Ethics

Kentucky

 

Louisiana

 

Maine

  Health Track:
14 Life/Health
3 Ethics
Retirement Track:
7 Life/Health
4 Ethics
Combined:
21 Life/Health
7 Ethics

Maryland

Health Track:
12 Life/Health
2 Ethics
Retirement Track:
5 Life/Health
3 Ethics
Combined:
17 Life/Health
5 Ethics
Health Track:
14 Life/Health
3 Ethics
Retirement Track:
7 Life/Health
4 Ethics
Combined:
21 Life/Health
7 Ethics

Massachusetts

Health Track:
14 General
Retirement Track:
12 General
Combined:
26 General

Health Track:
17 General
Retirement Track:
11 General
Combined:
28 General

Michigan

Health Track
12 Life/health
2 Ethics
Retirement Track:
5 Life/health
2 Ethics
Combined:
17 Life/health
4 Ethics
Health Track:
14 Life/Health
3 Ethics
Retirement Track:
7 LIfe/Health
4 Ethics
Combined:
21 Life/Health
7 Ethics

Minnesota

Health Track:
14 General
Retirement Track:
7 General
Combined:
21 General

Health Track:
17 General
Retirement Track:
11 General
Combined:
28 General

Mississippi

 

Missouri

Health Track:
12 Life/Health
Retirement Track:
5 Life/Health
Combined:
17 Life/Health
Health Track:
14 Life & Health
3 Ethics
Retirement Track:
7 Life & Health
4 Ethics
Combined:
21 Life & Health
7 Ethics

Montana

 

Nebraska

 

Nevada

 

New Hampshire

Health Track:
12 General
2 Ethics
Retirement Track:
5 General
2 Ethics
Combined:
17 General
4 Ethics
Health Track:
14 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
21 General
7 Ethics

New Jersey

Health Track:
12 LH
2 Ethics
Retirement Track:
5 LH
2 Ethics
Combined:
17 LH
4 Ethics

Health Track:
14 General
3 Ethics

Retirement Track:
7 General
4 Ethics
Combined:
21 General
7 Ethics

New Mexico

 

New York

Health Track:
14 LB, LC, LSB, LAH
Retirement Track:
7 LB, LC, LSB, LAH
Combined:
21 LB, LC, LSB, LAH
Health Track:
15.0 LB, LC, LSB, LAH
Retirement Track:
11.0 LB, LC, LSB, LAH
Combined:
26.0 LB, LC, LSB, LAH

North Carolina

Health Track:
12 General
2 Ethics
Retirement Track:
5 General
2 Ethics
Combined:
17 General
2 Ethics
Health Track:
14 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
21 General
7 Ethics

North Dakota

 

Ohio

Health Track:
12 General
2 Ethics
Retirement Track:
5 General
2 Ethics
Combined:
17 General
4 Ethics
Health Track:
14 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
21 General
7 Ethics

Oklahoma

 

Oregon

Health Track:
12 LH
2 Ethics
Retirement Track:
5 LH
2 Ethics
Combined:
17 LH
4 Ethics
Health Track:
14 LH
3 Ethics
Retirement Track:
7 LH
4 Ethics
Combined:
21 LH
7 Ethics

Pennsylvania

Health Track:
14 General
Retirement Track:
7 General
Combined:
21 General
Health Track:
17 General
Retirement Track:
11 General
Combined:
28 General

Rhode Island

 

South Carolina

Health Track:
12 Life, Accident/Health
2 Ethics
Retirement Track:
5 Life, Accident/Health
2 Ethics
Combined:
17 Life, Accident/Health
4 Ethics
Health Track:
14 Life, Accident/Health
3 Ethics
Retirement Track:
7 Life, Accident/Health
4 Ethics
Combined:
21 Life, Accident/Health
7 Ethics

South Dakota

 

Tennessee

Health Track:
12 Life/Health
2 Ethics
Retirement Track:
5 Life/Health
2 Ethics
Combined:
17 Life/Health
4 Ethics
Health Track:
14 LA&H/Annuities/Variable
3 Ethics
Retirement Track:
7 LA&H/Annuities/Variable
4 Ethics
Combined:
21 LA&H/Annuities/Variable
7 Ethics

Texas

Health Track:
12 General
2 Ethics
Retirement Track
5 Life/Accident & Health
2 Ethics
Combined:
12 General
5 Life/Accident & Health
4 Ethics
Health Track:
12 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
19 General
7 Ethics

Utah

 

Vermont

 

Virginia

Health Track:
12 Life & Health
2 Ethics
Retirement Track:
7 Life & Health
Combined:
19 Life & Health
2 Ethics
Health Track:
14 Life & Health
3 Ethics
Retirement Track:
7 Life & Health
4 Ethics
Combined:
21 Life & Health
7 Ethics

Washington

Health Track:
12 Life/Health
2 Ethics
Retirement Track:
5 LH
2 Ethics
Combined:
17 Life/Health
4 Ethics
Health Track:
17 total credits, including 3 Ethics
Retirement Track:
11 total credits, including 4 Ethics
Combined:
28 total credits, including 7 Ethics

West Virginia

Health Track:
12 General
2 Ethics
Retirement Track:
5 General
2 Ethics
Combined:
17 General
4 Ethics 

Health Track:
12 General
3 Ethics
Retirement Track:
7 General
4 Ethics
Combined:
19 General
7 Ethics

Wisconsin

Health Track:
12 Life/Health
2 Ethics
Retirement Track:
2 Life/Health
3 Life
2 Ethics
Combined:
14 Life/Health
3 Life
4 Ethics
Health Track:
14 Life/Health
3 Ethics
Retirement Track:
7 Life/Health
4 Ethics
Combined:
21 Life/Health
7 Ethics

Wyoming

 

updated 4/8/2013
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