Voluntary Benefits Management Specialist (VBMS)
Tailored for HR, finance, and benefits professionals to fit your schedule and elevate your personal brand.
Who This is For
HR and Finance Leaders
Cut costs. Keep control. Deliver better outcomes.
Brokers & Consultants
Practical voluntary benefits training that wins and retains clients.
Third-Party Administrators
Deliver stronger voluntary benefits oversight to your groups.
Compliance Officers
Control costs and ensure fiduciary and regulatory benefit alignment.
What You’ll Get
Video lessons with interactive knowledge checks
Voluntary Benefits Management Specialist (VBMS)
Workbooks & training guide
Industry-specific reports
Real-world case studies
Learn at your pace, from anywhere
See Why Hundreds Trust this PBM Training
German American Insurance
“I have thoroughly enjoyed and benefited from the PBM training. As you can see below by my signature, I have other designations. I can honestly say this was, by far, the most challenging certification course I’ve taken. I know I still have much more to learn, but this class has set me in the right direction.”
Grant Rappleye
Employee Benefits Consultant
InterWest Insurance Services, LLC
Workforce Benefit Solutions
Real Skills. Your Schedule. No Long-Term Obligation.
Individual Certification
$2750
- On-demand video lessons
- Downloadable workbooks
- Comprehensive training guide
- Real-world industry reports
- Certificate of Completion
- Free updates year round
- Self-paced format
Team Certification
$4500
- 2 registrations ($1000 savings)
- On-demand video lessons
- Downloadable workbooks
- Comprehensive training guide
- Real-world industry reports
- Certificate of Completion
- Free updates year round
FAQs
The Voluntary Benefits Management Specialist (VBMS) program is a professional training and certification track designed to equip HR leaders, brokers and consultants, compliance officers, and third-party administrators with the skills to evaluate, implement, and manage voluntary benefits programs with confidence and credibility.
Yes, upon achieving a course grade of 85% or better, you earn VBMS®.
You have twelve months to complete the program.
Yes, up to 20 credit hours for L&H, HRCI, SHRM, CME, and CPE.
Yes, for every two enrollees you save $1000.
You would purchase three licenses at the team rate and one at the individual rate. It might be beneficial to purchase four two seat licenses ($4000 discount) in this case.
There are 8 courses in total not including the final exam and capstone.
- Foundations of Voluntary and Retirement Benefits
- Plan Types and Funding Models
- ERISA, DOL, and Fiduciary Duty
- Plan Design, Enrollment Strategies, and Behavioral Economics
- Carrier Selection, Pricing Models, and Contract Negotiation
- Non-Qualified Deferred Compensation and Executive Benefits
- Technology, Data Integration, and Benefit Administration
- Consultative Selling, Stewardship, and Ethics in Voluntary Benefits
You have 12 months to complete the entire program, yet it can be completed successfully in as little as three months.