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 FERS employees in FERS Special (includes Firefighters, Law Enforcement Officers, Air Traffic Controllers, Military Reserve Technicians, members of Congress, and Congressional employees.)
Interactive, self-paced, training in the Thrift Savings Plan (TSP), retirement, and financial planning for employees 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.