VBMS · VOLUNTARY BENEFITS

Vet the carrier.Defend
the plan. Earn VBMS.

The credential for the person who selects, and holds accountable, the voluntary benefits vendors employees rely on. A self-paced certification in plan design, carrier selection, ongoing vendor oversight, and ERISA compliance, built for HR, brokers, and compliance professionals managing voluntary benefits.

Up to 20 CE credit hours
University AccreditedInc5000
01 / Who this is for

Voluntary doesn’t mean optional oversight.

VBMS is built for the people who choose, price, and defend voluntary benefit vendors, not a generic HR credential.

HR & Benefits Leaders

Cut costs, keep control, and deliver better outcomes for the plan and its members.

Brokers & Consultants

Practical medical benefits training that wins and retains clients.

Third-Party Administrators

Deliver stronger medical oversight to the groups you administer for.

Pharmacists

Go beyond dispensing and understand the business side of the medical plan.

02 /What’s included

Built to be defensible,
not just enrolled.

Curriculum · 8 courses + capstone

01

Foundations of Voluntary and Retirement Benefits

02

Plan Types and Funding Models

03

ERISA, DOL, and Fiduciary Duty

04

Plan Design, Enrollment Strategies, and Behavioral Economics

05

Carrier Selection, Pricing Models, and Contract Negotiation

06

Non-Qualified Deferred Compensation and Executive Benefits

07

Technology, Data Integration, and Benefit Administration

08

Consultative Selling, Stewardship, and Ethics in Voluntary Benefits

+

Final exam & capstone project

03 /Graduates

Real advisors.
Real vendor wins.

Hear from brokers and consultants who used VBMS to win and retain voluntary benefits clients.
04 /Pricing

One rate.
Every update included.

A flat rate covers the full VBMS curriculum. Every option includes lifetime updates and a Certificate of Completion.

Individual Certification

One VBMS seat, self-paced.

$ 1

Team Certification

2 seats, $1,000 savings vs. enrolling separately.

$ 1
05 /Questions

Before you
enroll.

VBMS is a training and certification track built to equip HR leaders, brokers and consultants, compliance officers, and TPAs 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 the CMBS® credential.

You have twelve months to complete the program, though most candidates finish in as little as three months.

Yes, up to 20 CE credit hours across L&H, HRCI, SHRM, and CPE.

Yes. For every two enrollees, you save $1,000 versus enrolling individually.

You would purchase three team-rate licenses and one individual-rate license. Depending on your group size, it can also be worth purchasing an extra two-seat license, for example four two-seat licenses for 8 enrollees would yield a $4,000 total discount.

Eight courses plus a final exam and capstone project, covering plan foundations, funding models, ERISA and DOL fiduciary duty, enrollment strategy and behavioral economics, carrier selection and contract negotiation, executive benefits, technology and administration, and ethics. See the full curriculum above.

Recertification is required every two years and costs as low as $495. To renew, complete one module of your choice from your certification’s curriculum, plus a short ethics course, no need to repeat the full program. Keeping your recertification status current is the student’s responsibility. Questions, or ready to renew? Email info@acobs.org.

Candidates must achieve a minimum score of 85% to earn certification. Two examination attempts are included with initial enrollment and the highest score earned is recorded. Candidates who do not achieve a passing score after the two included attempts may enroll in any subsequent cohort for a $200 examination fee. Enrollment provides access to the full program, including all course materials and instruction, through the cohort’s final examination. The examination fee includes up to two exam attempts for that cohort. Candidates may continue to enroll in future cohorts until they achieve a passing score.

06 /Enroll

See Know more than the
carrier expects you to.

Self-paced, practitioner-built, and built around the real work of choosing, pricing, and overseeing a voluntary benefits vendor.