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 Civil Service Retirement System (CSRS) - employees hired before January 1, 1987.
Interactive, self-paced, training in the Thrift Savings Plan (TSP), retirement, and financial planning for employees with less than 10 years to retirement.
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.