At no additional cost, members of the Benefits Plan of the Presbyterian Church (U.S.A.) can access e-learning opportunities on a variety of topics that support wholeness.

These modules address a variety of topics promoting the four dimensions of well-being: spiritual, health, financial, and vocational.

Retirement Conversations

Retirement Conversations is an on-demand educational course that addresses key concerns related to retirement transitions. This online content is intended to be a launching point for more in-depth live engagement and focused discussion.

For more online learning opportunities, explore our webinar offerings

E-Learning offerings

The following e-learning content is available through our benefits management website Benefits Connect in the Learning Library (login required). Visit the library often to check out new offerings. 

Popular offerings include:

  Let's Talk Investments

The Let's Talk Investments course explains basic investment concepts and educates you about researching various investment products. You will learn about risk tolerance and risk capacity, diversification asset allocation, common investment products, taxation of investments, and the advantages of using investments for charitable giving. You will also learn how to research stocks, mutual funds, and exchange-traded funds to learn more about investments you are considering, whether recommended to you by an adviser or as an investment option in your 403(b), 403(b)(9), 401(k), or IRA.

  Clergy Tax: Stay Informed

The Clergy Tax course explains tax laws that are unique to ministers, such as dual tax status, reporting self-employment income, and housing allowance. The course also addresses tax laws that are applicable to all taxpayers — such as imputed income, business expenses, and accountable reimbursement plans with a focus on clergy and churches — and provides guidance on how best to minimize taxation in these areas. The course provides housing allowance and quarterly estimated tax worksheets, a sample accountable reimbursement policy, resources to help file a clergy tax return, and criteria to consider when selecting a tax preparer.

  Personal Financial Planning series

Available as standalone courses or combined in one learning path

The Personal Financial Planning series equips you to create personal financial statements and goals; develop a budget and calculate financial ratios; establish an emergency fund and understand debt-reduction strategies; determine how much to save and invest for goals; understand the importance of FICO ratings and how to improve your scores; and understand different retirement savings vehicles and how to maximize retirement savings. This series is available in English, Spanish, and Korean.

  Terms of Call series

The Terms of Call series addresses topics such as understanding and determining effective salary; explaining A Theology of Benefits for medical, retirement, and death and disability coverages; saving for retirement in the Retirement Savings Plan of the PC(USA); understanding the tax rules and qualifying expenses for a clergy housing allowance; learning the advantages of accountable reimbursement plans; explaining the various tax-advantaged accounts available; and describing categories to consider when negotiating time away. This series is available in English, Spanish, and Korean.

Access modules

Members and employers who have a user ID and password for Benefits Connect, our benefits management website, can access the e-learning modules through the portal.

  1. Log in to Benefits Connect and scroll down to the Recommended for Me section.
  2. Select the Board University tile and click Log in to Board University.
  3. After clicking on the link, you will automatically be directed to our e-learning site. All modules can be accessed through the Learning Library.

If you are eligible for e-learning opportunities from the Board of Pensions and do not have access to Benefits Connect, you can request access by completing this form. Those eligible include spouses, members employed by an organization affiliated with the PC(USA) or Korean Presbyterian Church Abroad (KPCA), seminary students, and others.

Contact us

If you have questions about eligibility for or accessing Benefits Connect, call the Board of Pensions at 800-PRESPLAN (800-773-7752) (TTY: 711). 

If you have any issues accessing the e-learning modules, email the Education team. You will receive a response within 48 hours.