Advisor/Consultant Membership

Advisor/Consultant Membership

Consultants, Brokers and Advisors play an important part in the Canadian benefits and pension industry. You guide plan design, vendor decision-making and a great deal more.


The Canadian Pension & Benefits Institute (CPBI) combines the educational, networking and marketing opportunities that our industry’s intermediaries require. We are a unique partner that can help you grow your business. 


5 reasons why you should work with the Canadian Pension & Benefits Institute:


Thought leadership opportunities.
Consultants and advisors have long played a central role in CPBI’s educational programming. As leading experts in the benefits, retirement savings and pension investment fields, intermediaries are well positioned to add value and raise their profile in partnership with CPBI.



Complimentary CE credits.
CPBI is the one-stop-shop for your continuing education credit needs. Our accredited content is professionally developed and availble to CPBI members at no charge via the new website section "FREE ONLINE LEARNING".



Build your network and visibility as a CPBI volunteer.
Since 1960, CPBI has brought together volunteers from a variety of levels in Canada’s benefits and pension industry. We are guided by a diverse group of professionals across the country. Come shape the future of CPBI!



A diverse range of plan sponsor and insurance company professionals want to learn from you.
Grow your visibility as a subject-matter expert with the audiences you need to reach. CPBI delivers networking opportunities all year-round.



Sponsorship opportunities with National and Regional reach.
CPBI is an outstanding marketing partner with unmatched reach. A sponsorship investment in CPBI is both customizable and affordable, with a measurable return-on-investment. Work with us via the National Partnership Program. Work with us in one or more of our eight Regions. We can help you grow your business, however you choose.



For general Membership questions, check out our CPBI Membership FAQ!

If the FAQ doesn't give you the information you need, please do not hesitate to contact us!

Telephone: 1 888-788-3185 - select option 1, then ext.4
Email us: [email protected] 


Work with CPBI Today!

To create your membership, click on BECOME A MEMBER, select the Member: $325 + taxes option from the list and under ADDITIONAL DETAILS, click on Provider, select Consultant and then select what Specialty you work in.




Discounted & Exclusive Members' Events


Save on all CPBI events:

  • between $20 to $50 for regular events
  • between $125 to 300$ for training sessions
  • up to $500 for Regional/National conferences

Get access to exclusive members-only events

Upcoming Events


Stay up-to-date on the latest industry trends, best practices and issues. 

The National Webinar Series is FREE for all CPBI Members.

Missed one? Access past webinars in the Video on demand section. 

 All Upcoming Webinars

Content Library Access

Free access to an array of industry resources, including:

  • Past FORUM presentations and recordings 
  • Past CPBI regional event presentations and recordings 
  • Industry white papers
  • And more...

View the Library

Professional Advantages


Preferential rates are offered to CPBI members for the HRPA Pension Certificate Program and HRPA Benefits Certificate program.
Upon completion of all 8 modules, participants will receive a co-branded Human Resources Professionals Association and Canadian Pension and Benefits Institute Certificate (digital format) of Continuing Professional Development (CPD).
Certificate Programs qualify for CE credits for Life Licensed individuals (Ontario only).
Currently offered by the CPBI Ontario Region. For more info please email [email protected]
For more information, click here (log in required). 

CPBI-CEBS Partnership

CPBI members benefit from a preferred exam rate of $505 ($35 discount!)
For more information, click here (log in required).


CPBI-Humber Partnership

Preferential rates are offered to CPBI members for the HUMBER Pension Plan Administration Certificate program.
(Discount is applicable  for Humber programs organized in conjunction with CPBI)
Upon successful completion, graduates will receive a co-branded Humber College-CPBI diploma.   
For more information, click here(log in required). 

Continuing Education Credits

The CPBI's educational programming is designed with the needs of industry professionals in mind. Our approach is practical: attendees leave with information they can effectively apply in their workplaces. Many of the CPBI's programs are rated for provincial licensing education credits. See our upcoming CPBI activites!

Additional Benefits

Job Posting Service

CPBI members get $50 discount on each post made on the CPBI website

On top of that, members can choose to receive job email alerts in their inbox from any regions in Canada. Be the first to know about new career opportunity!

Submit a Job Posting


Rewards Program

With our Perkopolis rewards program, benefit from a variety of discounts on hotels, car rental, shows and more! 

Log in and save here.

Members Benefits

UPS offers CPBI Members some of the most competitive rates on shipping services through its UPS Members Benefit Program.

Click here to see how to create your account and start saving!

Start and end your trip at Park’N Fly, Canada’s leading airport parking company.
CPBI Members have now access to prefered rate for using this service.

Click here to learn more

CPBI members receive a FREE full year subscription with Pension & Benefits Monitor magazine!

Get Involved!

Give back and help shape Canada's pension, benefits and investment communities by volunteering as a CPBI committee member and/or as a speaker at one of our events. Contact your regional council or national office for details.

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