ChFEBC sm Course Outline

Below is a simplified outline of the ChFEBC sm course and the requirements to become certified.

The ChFEBC Designation requires at least 3 years prior experience in the field to be considered

The course provides you with comprehensive training on federal employee benefits plus marketing and sales training materials to help you prospect and close sales to federal and postal employees.

You can view the current listings on the online directory of ChFEBC sm here.

For a more complete course outline and pricing, click here.



BRIEF COURSE OUTLINE

A. Federal Employee Benefits

Module I: CSRS/CSRS offset Sections

Module II: FERS and CSRS Transferees

Module III: Special Provisions FERS (law enforcement, fire fighters, air traffic controllers, reservists)

Module IV: Federal Employee Group Life Insurance (FEGLI), Thrift Savings Plan (a 401k-type plan)

Module V: Social Security

Other modules include additional information on federal employee benefits.

B. Sales Training
Includes video, training on benefits calculator software, case analyses, fact finding training with the federal employees, role playing, coverage of important federal employee benefits forms,

C: Marketing Manual
Includes information on how to market to federal employees, including specifics on ethics issues in government agencies.

D: Final Exam
Once you have completed the modules and tests from each module, you can notify FEBSI for instructions for taking your final exam. This is a rigorous closed-book ON LINE exam that takes approximately 3 hours. If you receive an 80% or above grade, you will then become “certified” and be able to use the ChFEBC sm logo on your busienss cards, brochures, web site, or other promotional materials.

Yearly re-certification:
Federal Benefits change on a yearly (calendar year) basis, so re-certification, if desired, is based on a calendar year.

Materials provided:
NOTE: TIME SENSITIVE; these become outdated and end of each year. If course is not completed within year of purchase, an additional fee will be required for new updates.

1. Certification Modules outline.

2. Self study manual.

3. Colored fact finding flip chart, scripts plus confidential questionnaire.

4. Marketing Manual plus Marketing Seminar power point presentation & scripts

5. Power Point Seminar Presentation

6. Sales Training Manual plus case studies

7. Federal Employee Handbook

8. Final Exam (online only) administered upon completion of the modules.

Time frame to complete the independent study course: Approximately 8 days.

ALL MATERIALS ARE COPYRIGHTED.

For a more detailed course outline and information on costs, click here