Become the Federal Benefits Specialist Advisors Trust
Federal Blueprint Advisor Academy is a four-stage advisor-development ecosystem: Learn the federal benefits craft, Implement with optional coaching, Grow with optional leads & digital launch, and Operate with optional CRM technology. Start with the Academy — add only what fits your practice.
Federal Blueprint
ADVISOR-DEVELOPMENT ECOSYSTEM
Learn Primary
Develop specialized knowledge
Implement Optional
Add coaching & implementation support
Grow Optional
Optional marketing & lead support
Operate Optional
Optional CRM technology
Start with the Academy. Coaching, leads, digital launch, and CRM are optional — add only what your practice needs.
Explore the AcademyOne Academy. Four Ways to Accelerate.
The Academy is the foundation. Coaching, leads, and CRM are optional ways to support implementation and practice growth — you never have to buy all of it.
Develop specialized knowledge
Build authoritative expertise serving federal employees through the 10-class Academy certification.
Add coaching & implementation support
For advisors who want additional guidance, add instructor-led live coaching and implementation support.
Optional marketing & lead support
Optional growth services — Advisor Digital Launch and leads — help you grow faster.
Optional CRM technology
Optional CRM helps you manage leads, communication, appointments, and your practice.
You do not have to purchase every product. The Academy is the primary offering. Coaching, Advisor Digital Launch, leads, and CRM are all optional — combine them only if they fit your goals and stage.
2,900,000+
Federal & Postal Employees
$915+ Billion
Thrift Savings Plan (TSP) Assets
110,000+
Annual Federal Retirements
< 3%
Advisors Credentialed in FERS/CSRS
Choose Your Academy Path
The Academy is our primary offering. Each tier adds coaching, leads, and implementation support — you only choose the level of support you want. There is no obligation to add CRM or marketing services.
FBAA Core
The foundational certification for serving federal employees.
Self-paced mastery of the full 10-Class Federal Curriculum, study guides, worksheets, and the FBAA designation exam.
What's included:
- Full 10-Class Federal Curriculum
- Study guides & client worksheets
- FBAA Designation exam
- On-demand video access
FBAA + Coaching
The Academy plus live coaching and implementation guidance.
Everything in FBAA Core, plus instructor-led live coaching sessions to apply what you learn to real federal cases.
What's included:
- Everything in FBAA Core
- Instructor-led live coaching sessions
- Implementation guidance on real cases
- FBAA Designation exam
Joint-Work Accelerator
The full Academy plus 30 leads and 90-Day Implementation Support.
Everything in FBAA + Coaching, plus Includes 30 Leads (10 leads per month for 3 months) and 90-Day Implementation Support.
What's included:
- Everything in FBAA + Coaching
- Includes 30 Leads (10 leads per month for 3 months)
- 90-Day Implementation Support
- FBAA Designation exam
Only the Academy is required. Coaching, leads, joint-work, Advisor Digital Launch ($995), and CRM ($197–$497/mo) are optional ways to accelerate implementation and practice growth. Many advisors start with FBAA Core and add services as their federal practice grows.
Compare the Federal CRM Tiers
CRM is an optional part of the ecosystem — you do not need it to complete the Academy. Each tier builds on the last; pick the level that matches your practice size.
Federal CRM
Essential lead and client management for individual federal benefit producers.
Included In This Tier:
- Client & Lead Management
- Automated Follow-Up Sequences
- Email & Text Messaging Pipelines
- Pipeline Tracking & Stage Milestones
- Secure & Compliant Data Encryption
- Pre-built Federal Retirement Funnels
- Standard Document Storage (SF-50 / LES)
Practice CRM
Advanced automation, calendars, and team collaboration for expanding advisory practices.
Included In This Tier:
- Everything in Federal CRM
- Advanced Automation & Drip Campaigns
- Team Collaboration & Task Assignment
- Comprehensive Reporting & Analytics
- Calendar & Appointment Booking Tools
- Automated Meeting Reminders (SMS/Email)
- Direct Round-Robin Lead Distribution
Practice CRM Pro
Enterprise-grade intelligence, AI assistance, multi-location support, and VIP priority.
Included In This Tier:
- Everything in Practice CRM
- Advanced Workflows & AI Intelligence Tools
- Multi-Location & Sub-Agency Support
- Custom Executive Reporting & Dashboards
- Priority 24/7 Dedicated Support
- Custom API & Webhook Integrations
- Dedicated Account Success Concierge
Built for Advisors Who Want a Federal Specialty
Federal Blueprint Advisor Academy is designed primarily for independent and non-captive financial advisors who want to develop real expertise serving federal employees — not just collect another designation.
Independent & non-captive advisors
RIAs, IARs, and independent producers who own their client relationships and want to develop a true federal benefits specialty.
Established practices adding a niche
Advisors with an existing book who want to differentiate and add a defensible, high-margin federal employee vertical.
Life & annuity producers
Licensed agents who want to move beyond product sales into comprehensive federal retirement planning.
Compliance-minded professionals
Advisors who want OPM-aware training and materials that respect federal ethics and anti-solicitation rules.
This is a strong fit if…
- You want to stop competing on price and win clients through specialized expertise
- You already serve — or live near — federal employees, military, or postal workers
- You want a credential that signals authority on FERS, CSRS, TSP, FEGLI & FEHB
- You'd like optional lead, joint-work, and CRM support — without being forced to buy it
Want Leads & Implementation Support? Add the Accelerator.
The Academy is the foundation. For advisors who want leads and implementation support, the Joint-Work Accelerator ($6,495) adds Includes 30 Leads (10 leads per month for 3 months) and 90-Day Implementation Support — on top of the full Academy & coaching.
Includes 30 Leads (10 per month for 3 months)
10 leads per month for 3 months, included with the Accelerator.
90-Day Implementation Support
90 days of implementation support following the Academy.
Full Academy + Coaching Included
The complete 10-class curriculum, live coaching, and FBAA designation exam — all included.
Calculate Your Federal Rollover Potential
See how converting a handful of federal employee leads through the Accelerator could alter your practice revenue. Illustrative only — not a guarantee of results.
Total Closed Cases
5 New Clients
Total AUM / Rollover Pipeline
$2,425,000
Projected 1% Ongoing Advisory Fee Yield
+$24,250 / year
*Illustrative model based on typical FERS career accumulations and standard advisory fee assumptions. Actual results depend on advisor credentials and execution.
Common Questions About the FBAA Ecosystem
Straight answers on what's required, what's optional, and how to choose the right path.
Ready to Become the Go-To Federal Benefits Specialist in Your Region?
Enrollment is reviewed on an application-only basis to ensure territory availability and mentor capacity. Not sure which path fits? Schedule a discovery call — we'll help you decide.
Or call 928-491-6013 to speak with an FBAA Admissions Officer.