The 10-Class Federal Advisory Certification
The Academy is our primary offering — the foundation of the FBAA ecosystem. Master FERS, CSRS, TSP, FEGLI, and FEHB across 10 classes and graduate with the Federal Blueprint Advisor Academy (FBAA) Designation. Then optionally add coaching, leads, and CRM as your practice grows.
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.
The 10-Class Federal Curriculum
Included in every Academy option — FBAA Core, FBAA + Coaching, and the Joint-Work Accelerator.
Course Outline
Study Guide & Worksheets Included
Every attendee receives printable discovery questionnaires, pension worksheets, and client-facing slides.
Class 1: Federal Retirement Landscape & System Differences (CSRS vs. FERS)
Understand the structural differences between Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS). High-3 salary formulas, computation factors, and special retirement categories (LEO, ATC, Firefighters).
Key Competencies Taught in Class 1:
FBAA Certification Exam Focus Area
Pension Creditable Service & Annuity Computations
Want this combined with leads & implementation support?
The Joint-Work Accelerator bundles the Academy, coaching, 30 leads & 90-Day Implementation Support.
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
Choosing Your Academy Option
Answers on what's included, what's optional, and how to pick the right tier.
Earn the FBAA Designation Upon Program Completion
Passing the comprehensive final exam grants authorization to market yourself with the FBAA (Federal Blueprint Advisor Academy) credential across your digital profiles, marketing materials, and agency presentations.
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.