Participants develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.
This course is self-paced and need not be taken all at one time. Completion time depends on previous knowledge and time spent viewing in-depth resources and writing a personal financial plan.
1 course
Customized for those in the Hi-36 retirement system - those who entered service or after September 8, 1980, but before August 1, 1986 OR entered on or after August 1, 1986 and did not choose Career Status Bonus and REDUX retirement.
Interactive, self-paced, training in the Thrift Savings Plan (TSP), retirement, and financial planning for military members with 10-25 years to retirement. Don’t procrastinate — it will be hard to catch up. Expand priorities to meet changing family needs. Learn how to manage money for short-term goals and invest with a long-term strategy. Maximize contributions to your retirement savings so they can grow before you need them.
Certified Financial Planner Board of Standards Inc. owns the certification mark above which it awards to individuals who successfully complete initial and ongoing certification requirements.