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 employees in the Federal Employees Retirement System (FERS) - employees hired after January 1, 1987 OR those who switched from CSRS to FERS
Interactive, self-paced, training in the Thrift Savings Plan (TSP), retirement, and financial planning for employees with more than 25 years to retirement. Get off to the right start. Establish sound money management skills. Invest early to put money and time to work. Time is on your side if you start now – small investments have time to grow.
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.