Participants can begin 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 new Federal employees in the Federal Employees Retirement System (FERS)
This course provides interactive, self-paced training in Federal benefits for new employees - Federal Employees Retirement System (FERS), Social Security, Thrift Savings Plan, annual and sick leave, flexible spending accounts (FSAs), and insurance. You will learn how to choose the best options to meet your needs and how and when to make elections.
Federal benefits expert, Debbie Mason, a CERTIFIED FINANCIAL PLANNER professional, also provides a step-by-step guide for you to begin a plan for saving and investing to meet your financial and retirement goals. You will learn how to:
You can use calculators within the course to compare tax savings on contributions and withdrawals for original TSP and Roth TSP to help you choose whether to use the TSP, Roth TSP, or both.
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.