ChFEBC Course Outline

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

A new applicant for the ChFEBC℠ designation must meet the following criteria:

3 years of financial services experience

AND

State Insurance License


AND - Hold one of the following Securities Licenses:

  • Series 6
  • Series 66
  • Series 7
  • Series 24

           OR be registered as a Registered Investment Advisor or an Investment Advisor Representative

If an applicant does not meet the criteria above there is an alternative way to qualify.

In addition to 3 years of financial services experience, candidate must hold one of the following:

  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Analyst (CFA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Masters Degree in Business, Finance or Economics
  • Attorney's License (JD)
  • Certified Public Accountant (CPA)

If you are in a Human Resources capacity, with the Federal Government, you may obtain the designation without meeting the requirements above.

Continuing Education Requirements

Acceptable CE credits will come from CE courses that are created by Snow Federal Seminars & ChFEBC℠, Inc. or course approved by the Certified Financial Planning® Board of Standards

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℠ 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. Practical Application Guide
Includes case analysis, fact finding training with the federal employees, role playing, coverage of important federal employee benefits forms,

C: Final Exam
Once you have completed the modules and tests from each module, you can notify Federal Seminars & ChFEBC℠ , Inc., for instructions for taking your final exam. This is a rigorous closed-book exam that you must complete in 90 minutes. If you receive an 75% or above grade, you will then become “certified” and be able to use the ChFEBC℠ logo on your business 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. Scripts plus confidential questionnaire.
  4. Seminar power point presentation & scripts
  5. Power Point Seminar Presentation
  6. Practical Application Manual plus case studies
  7. Federal Employee Handbook
  8. Final Exam administered upon completion of the modules.

Time frame to complete the independent study course: Approximately 8 days, studying a few hours per day, or 24 to 25 hours of study time.

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