PERSONAL FINANCIAL MANAGEMENT
Personal Financial Management

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Blended Retirement System (BRS) Informational Course - Kinser
Camp Kinser Bldg #: 1220
20190905900A.M.
Blended Retirement System (BRS) Informational Course, Shields
All Installations Bldg #: 6300
20190917830A.M.
Money Management Workshop, Courtney
Camp Courtney Bldg #: 4425
20190823830A.M.
Money Management Workshop, Foster
Camp Foster Bldg #: 445
20190924830A.M.
Money Management Workshop, Hansen
Camp Hansen Bldg #: 2339
20190918830A.M.
Money Management Workshop, Schwab ED CTR
Camp Schwab Bldg #: 3429
20190925830A.M.
Money Management Workshop, Schwab ED. CTR.
Camp Schwab Bldg #: 3429
20190829830A.M.
Saving and Investing, Hansen
Camp Hansen Bldg #: 2339
201908281300P.M.
Saving and Investing, Schwab ED. CTR. 8
Camp Schwab Bldg #: 3429
20190925100P.M.

ProgramInformation

The Personal Financial Management (PFM) Program provides financial education, training and counseling geared to increase the financial literacy of Marines, Sailors and their families. Our PFM training curriculum includes workshops on Money Management, Investing, Estate Planning, TSP, Home Buying and much more.

 

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CFS MANUAL


CFS Handouts 


CFS Homework Checklist

60-Second Financial Wellness Assessment for Opt-In Eligible

2019 eFPW

Financial Planning Worksheet

2018 Financial Notes 

CFS Sign-in Roster Template

Financial Education Action Points



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Saving Calculator

Loan Calculator

401(K) and IRA Minimum Required Distribution Calculator 

Choose to Save

The Financial Industry Regulatory Authority (FINRA) Tools and Calculators webpage has a multitude of Resource Tools, Calculators, Analyzers and Quizzes and Games available (some of which are included above) to assist individuals in effectively managing their finances.

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Credit Card Act

Equal Credit Opportunity Act

Fair Credit Reporting Act

Fair Debt Collection Practices Act

Annual Credit Report

Consumer Credit Counseling

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 PREMARITAL 

  Premarital Financial Questions

 Deployment

  Remaining Financially Fit During Deployment

  Deployment Spending Checklist

  Savings Deposit Program

  Financial Toolkit

 Retirement

  Retirement Calculator 

  Survivors Benefit Plan 

  Social Security

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 Housing and Urban Development - HUD

 VA Home Loan

 Making Home Affordable

 Rural Housing  Assistance


 Troubled Asset Relief Program

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Home Loans

  VA Home Loans

 

 Home Loan Modification Programs

  Making Home Affordable 

  Troubled Asset Relief Program

 

 Student Loans

  Loan Forgiveness

  National Student Loan Database

 

 Consumer Loan Awareness

  Military Lending Act

  Service Members Civil Relief Act

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 Military Saves Web Page

  Save and Invest Military Center

  Take the Saver Pledge

  Thrift Savings Plan

  Okinawa Cola Savings Scenario

  COLA Calculator

  Salute To Smart Investing

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