This purchase includes:

All ASPPA credentialed examinations, including CBS™, are delivered through an online proctoring examination system. One exam attempt is provided with this purchase.

Since this exam is included in the CBS™ Package purchase, candidates will not be immediately enrolled in their exam. This is to ensure sufficient time to complete the study modules.

Once ready to enroll in the exam, candidates should complete the ARA Online Examination Request form. The link is located in Learning Activities.

Candidates will then receive instructions via email to access their exam within the three business days following their enrollment request. Candidates will have three full months following the month of their enrollment to complete their examination.

This skills-focused program equips retirement plan professionals, especially in client-facing roles, with the knowledge needed to work with cash balance plans on a daily basis. Learners will be equipped with the information necessary to interpret and enforce standard requirements of cash balance plans. Case studies help users understand and retain knowledge. The material is relevant and applicable in their day-to-day jobs, helping them “work smarter.” The courses contain supplemental material and additional resources and incorporate knowledge checks and quizzes. The material is offered entirely online – with a self-paced format — using enhanced technology.

The educational materials will expire 180 days after date of purchase.