Grow your practice by learning the system 3 million federal employees actually live inside.
FedEd Academy™ trains financial advisors to understand FERS, the Thrift Savings Plan, FEHB, FEGLI, Social Security coordination, and the special provisions that shape federal careers — so you can advise this stable, high-income client base with real depth.
- 11
- CFP® CE credits
- 15+
- Years teaching
- 38k+
- Feds educated
Three ways to learn
Pick the program that fits where you are.
Every program covers the same federal-benefits curriculum. They differ in pace, price, and how much hands-on guidance you get.
FedEd Pro
Live virtual or in-person
- 3 × 4.5-hour virtual sessions, or 2 full in-person days
- 11 hours of CFP® CE credits
- Workbook, study guide, marketing manual
- Federal Gap Calculator + resource library
11
CFP® CE credits included
New — self-paced
FedEd Academy
Watch on your schedule
- Pre-recorded core curriculum
- Watch anywhere, anytime
- Lower price point
- Ideal first step into the federal market
For firms + teams
FedEd Custom
Private engagement
- Custom-scheduled for your team
- Virtual or on-site delivery
- 3-person minimum
- Co-branded with your firm
The curriculum
What you'll actually learn.
Federal employees live inside a benefits system that almost no civilian-side advisor was trained for. We fix that.
01
Federal pensions
- FERS annuity computation
- FERS supplement
- Survivor benefit elections
- COLAs and retirement timing
02
Thrift Savings Plan
- Fund mix and lifecycle funds
- Roth vs. traditional contributions
- Withdrawal sequencing
- Rollovers in and out, RMDs
03
Insurance benefits
- FEGLI options and conversions
- FEHB plan selection
- Long-term care alternatives
- Private term as a replacement strategy
04
Medicare & Social Security
- FEHB and Medicare coordination
- Filing-age tradeoffs
- Spousal and survivor strategies
- Government Pension Offset and WEP
05
Special provisions
- Law enforcement (LEO)
- Firefighters (FF)
- Air traffic controllers (ATC)
- Customs & Border Protection (CBPO)
06
Prospecting & practice
- How to find federal clients
- Working with agencies and HR offices
- Compliance considerations
- Marketing manual + scripts included
The opportunity
The largest, most stable client base in America — and almost no one is trained to serve them.
The federal government employs 2.79 million civilians. A generation is approaching retirement as the workforce restructures. They need advisors who understand FERS, TSP, FEHB, and the special provisions that shape federal careers — not advisors who learned “close enough” from a CFP® textbook.
Read the full opportunity brief2.79M
Civilian federal employees
$1.0T+
In TSP assets
600k+
Eligible to retire now
$95k
Median federal salary
Your instructors
Built by practitioners. Taught by people who've worked this market.
Founder & Lead Instructor
Shawn McCoy
37 years in financial services. 15 years teaching federal employees about their benefits — over 38,000 of them through workshops nationwide. Started at MetLife serving federal clients. Held Series 7, 63, 24, and 65 licenses.
Full bio
Federal Benefits Specialist & Instructor
Cassie Graves
Founder of Fed Options. Started in insurance in 2008, specializing in federal employee benefits since 2014, and expanded into full advisor support in 2020. Brings deep field experience helping federal employees navigate FERS, FEGLI, and the decisions that define their retirement.
Full bioReady to serve the federal market?
Reserve your seat in an upcoming FedEd Pro class, or schedule a 15-minute call to find the right program for your practice.