ChFEBC sm Course OutlineBelow 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.
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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
C: Marketing Manual
D: Final Exam
Yearly re-certification:
Materials provided: 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.
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