FedEd Elite
August 3–5, 2027
Tue–Thu · Dates subject to confirmation
Advisor training in FERS, CSRS, TSP, FEGLI and FEHB — the educational pathway to the Registered Federal Benefits Specialist℠ (RFBS℠) designation.
The curriculum
What you'll learn.
Federal employees live inside a benefits system that almost no civilian-side advisor was trained for. This program fixes 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
Who it's for
Advisors who want to serve the federal market.
FedEd Academy™ is built for financial advisors, insurance professionals and planners — CFP®, CLU, ChFC or none — who want to serve federal employees with depth and credibility, and who are working toward the RFBS℠ designation.
Training a team? See private firm training.
What's included
- The full RFBS℠ pathway curriculum
- CFP® CE credit (the FedEd Elite program includes 11 CFP® CE credits)
- Workbook and study guide
- Marketing manual and prospecting scripts
- Federal Gap Calculator and digital resource library
- Access to the FedEd advisor network
FedEd Elite is offered as three half-day virtual sessions, or two full in-person days. Format, location and pricing for this date are confirmed at registration.
Register
Reserve your seat for August 3–5, 2027.
Submit the form to request your seat. We'll confirm by email with details and next steps.
FedEd Academy™ is an independent educational program of Federal Employee Benefits Advocates, LLC. It is not affiliated with, and is not endorsed by, the U.S. government or any federal agency.