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Certified Federal Retirement Specialist

About The CFRS

For years, federal employees relied on local Human Resource personnel within their agencies to assist with completing OPM retirement forms on a one-on-one basis. However, many federal agencies have discontinued this service, and eventually, all local retirement specialists will no longer be available to provide this crucial support. The retirement forms can be complex, requiring the completion of numerous documents for OPM to process retirement applications. Incomplete or incorrect forms can lead to significant delays in receiving retirement compensation. We are here to help. Our Certified Federal Retirement Specialist (CFRS) is trained to guide you through your fetirement benefits, ensuring that you have a full understanding of what your retirement options are, so you can enjoy a smooth transition into retirement.

Expertise and Support

Our Federal Benefit Professionals undergo extensive training to become Certified Federal Retirement Specialists (CFRS). They are required to stay up-to-date on the ever-changing Federal Government Benefits Programs. They have extensive knowledge about FERS, Special Provisions (LEO, FF, ATC, CBPO, MRT). If you have questions about your TSP, FEGLI, Social Security, or other aspects of your retirement benefits, we can help!

Our Mission

To ensure professionals master the federal benefit topics crucial to federal employees who deserve the financially secure retirement they’ve worked hard to earn. We educate and certify professionals who work with federal employees. The CFRS designation applies to professionals who demonstrate their competence and knowledge of federal employee retirement systems and related benefits. We strive to build a network of qualified professionals who can serve the retirement needs of federal employees.

Commitment to Excellence

In order to obtain and maintain the CFRS certification, individuals are required to demonstrate a commitment to high standards, continuing education, professional ethics, and trust. This sets the CFRS credential holder apart from other practitioners working with federal employees.

Core Values

The Most Accurate Information Available: Updated with the latest changes to federal law.

Ethics: Following an established code of ethics and professional conduct which advocates for the best interest of federal employees.

Professionalism: Increasing professionalism by expanding knowledge in the complexities of the f ederal employee retirement systems and related benefits.

Accountability: Holding professionals who earn the CFRS designation to the highest ethical standards.

Comprehensive Training

The CFRS Designation Course is designed to provide the most comprehensive training and continuing education in federal benefits available to qualified professionals. The course curriculum is based on rigorous research of the most current information available under the U.S. Office of Personnel Management (OPM.gov) guidelines and regulations. Additionally, our faculty continuously updates course topics with the latest changes to federal benefit legislation that arise from year to year.

Specialized Education with a Focus on Ethics

Crafted by the nation’s top experts in federal retirement benefits, each faculty member is a certified professional dedicated to providing a thorough and comprehensive education with an emphasis on stringent ethical standards. The CFRS Designation Course and Certification signify our graduates have achieved an exceptional level of professional expertise that federal employees recognize, value, and trust. The course provides a comprehensive understanding of the intricacies of Federal benefit programs based on rigorous research of the most current information available under the Office of Personnel Management (OPM.gov) guidelines and regulations.

Personalized Support

Not only do we train our professionals in all aspects of Federal Employee benefits, but we also teach them how to apply that specialized knowledge in a way that allows each professional to consult and provide personal assistance and insight to a Federal Employee’s individual situation. This approach provides the Federal Employee with a more personalized educational experience that addresses their specific needs, allowing them to make educated decisions about how to best approach their retirement with confidence.

For personalized support and expert guidance in navigating your federal retirement benefits, contact us today.

Become a CFRS


    Qualifications*

    To secure approval to attend the Federal Retirement Consultant Course, you must meet two of the following requirements:

    Industry Experience*

    Why are we asking? There are many insurance carrier's, RIA's, IMO's, and BD's that only work with certain accredited and/or professional designations. We also work with RIAs/IMOs/BDs that use marketing credits to cover the cost of your classroom fees. If not applicable, please type in N/A.