Frequently Asked Questions (FAQs)

General Course Questions

1. What is Federal Pension Training?

Federal Pension Training is an online course designed to help financial advisors understand and navigate the federal retirement system. It provides in-depth training on FERS, TSP, FEGLI, Social Security, and federal annuities, helping advisors confidently guide federal employees through retirement planning. The course also includes real-world case studies, sales strategies, and tools to enhance your success in the federal marketplace.

2. Who is this course for?

This training is for financial professionals who want to learn about the federal pension system and be able to work confidently with federal employees, offering them valuable retirement solutions.

3. Is this course self-paced?

Yes, the course is fully self-paced, allowing you to complete it at your own convenience. You can start and stop as needed, and your progress is saved automatically.

4. What will I learn in the course?

The training covers everything advisors need to know about helping federal employees maximize their retirement benefits. This includes:

Understanding FERS & CSRS pension calculations
TSP rollover opportunities and investment strategies
FEGLI life insurance alternatives and cost comparisons
Social Security integration with federal retirement benefits
Effective sales strategies for working with federal employees
How to structure and present appointments to increase client engagement

The course provides practical tools, appointment scripts, and client handouts to help advisors effectively serve federal employees and grow their business.

5. Do I get a certification after completing the course?

Yes, upon successful completion of the course and exam, you will receive a Federal Pension Training Certification, demonstrating your expertise in federal retirement planning.

Pricing & Access

6. How much does the course cost?

The pricing is listed on the enrollment page. There are no hidden fees, and all updates to the course are included in your purchase.

7. How long do I have access to the course?

Once purchased, you have full access to the site. After completing the course, you will be charged a $79/month subscription fee to retain access to the site in its entirety, including our Resources Page and the FPT AI Assistant. You may cancel anytime.

8. What payment methods do you accept?

We accept all major credit cards through our secure payment system powered by Stripe.

9. Do you offer refunds?

Due to the digital nature of the course, all sales are final. However, we are confident in the value provided and offer a preview of course content before purchase.

Course Experience & Support

10. Can I access the course on my phone or tablet?

Yes, the course is fully mobile-friendly and can be accessed on any device with an internet connection.

11. What if I have technical issues?

If you experience any issues, please contact our support team at support@federalpensiontraining.com for assistance. Our team is available to help with login issues, payment questions, or any technical difficulties you may encounter.

12. Can I ask questions during the course?

Yes! You can use the FPT AI Assistant for any questions you may have, or you can email support@federalpensiontraining.com for additional help. Our support team is available to assist with course content, pension-related inquiries, and any concerns about implementation in your practice.

13. How do I reset my password if I forget it?

Click on the "Forgot Password" link on the login page and follow the instructions to reset your password.

14. Can I retake the certification exam if I don’t pass?

Yes, you can retake the exam if needed. Your progress is saved, and you can review the material before attempting it again.