Become a Certified Advisor in Voluntary Benefits (CAVB)

Tailored for HR, finance, and benefits professionals to fit your schedule and elevate your personal brand.

See Why Hundreds Trust This PBM Training

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Who This is For

HR & Benefits 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.

Pharmacists

Go beyond dispensing. Understand the business side.

What You’ll Get

100+ video lessons

Certified Advisor in Voluntary Benefits (CAVB)

Workbooks & training guide

Industry-specific reports

Real-world case studies

Learn at your pace, from anywhere

See Why Hundreds Trust this PBM Training

Michael Thomas, Pharm.D., CPBS
Michael Thomas, Pharm.D., CPBSClinical Pharmacist
PANTHERx Specialty Pharmacy
“You are one of the best teachers I have encountered and this course should be taught at every pharmacy school.”
Grant Rappleye, CPBS
Grant Rappleye, CPBS Employee Benefits Consultant
InterWest Insurance Services, LLC
“I couldn’t have imagined learning as much as I did over these 8 weeks, especially as it pertains to hidden revenue streams and ambiguous contract language that ultimately drives up costs for the plan sponsor.”
Amanda Johnson, Pharm.D., CPBS
Amanda Johnson, Pharm.D., CPBSAsst. Professor of Clinical Education
UNC Eshelman School of Pharmacy
“Thank you so much for being a great teacher. I learned so much!”
Tony Cochren, CLU, CIC, CRM, CPBS
Tony Cochren, CLU, CIC, CRM, CPBSVice President Employee Benefits
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.”

Joseph Thomas, Pharm.D., CPBS
Joseph Thomas, Pharm.D., CPBS Clinical Advisor
CVS Health

“I can’t express enough how invaluable your class was for me.”

Michael M. Adams, CPBS
Michael M. Adams, CPBSBenefits Advisor
Workforce Benefit Solutions
“I truly thank you for your effort in putting together this class, I learned more than I ever thought I would. I have always found it hard to concentrate in school and you kept me engaged, answered all my questions and I was pumped after each class.”

Real Skills. Your Schedule. No Long-Term Obligation.

Individual Certification

$2750

Team Certification

$4500

FAQs

This self-paced, on-demand program built around the core principles of the Certified Pharmacy Benefits Specialist (CPBS) framework. This program delivers immediate, applicable knowledge without the time or cost of live certification. It gives HR leaders, benefit brokers, TPAs, and pharmacy professionals the practical skills to manage pharmacy benefits with confidence.

Yes, upon achieving a course grade of 85% or better, you earn CMBS®.

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. Feel free to download the syllabus here.

Thousands have already learned the PBM playbook. You can too.