Public employees retire under uniquely complex systems. Federal employees navigate FERS and CSRS, the TSP, Social Security coordination, FEHB, PSHB and Medicare, survivor and court-order rules, and strict paperwork deadlines. State and local employees face a patchwork of pension systems with their own rules. Most advisors are never trained in these areas.
ChPEA℠ helps identify professionals who have demonstrated specialized knowledge of public-sector retirement systems.
A structured curriculum covering the full public-employee retirement landscape, providing professionals with focused knowledge of the systems, benefits, and considerations relevant to public-sector employees.
A 100-question final examination with an 80% passing standard provides a defined measure of knowledge and competency in public-sector retirement planning.
Ongoing continuing education supports continued professional development, including an annual update covering figures and information that change each year.
A published code of ethics, complaint process, and public registry support ethical practice, professional accountability, and transparent verification of an individual's current designation status.
Available now. Ten comprehensive modules covering key areas of federal retirement planning, including FERS, CSRS and CSRS Offset, TSP, Social Security, FEHB/Medicare, survivor and divorce planning, career transitions, and special-provisions retirement for law enforcement, firefighters, air traffic controllers, and CBP.