Be Money Smart — Take Charge Now

Gain financial independence

  • Plan steps to manage cash flow.
  • Manage credit and debt.
  • Manage risk with insurance.
  • Evaluate assets and liabilities.
  • Increase savings.
  • Build savings with tax-smart retirement savings accounts:
    Federal: Thrift Savings Plan (TSP) and IRAs
    Non-Federal: 403(b)s, 457(b)s, 401(a)s, 401(k)s, and IRAs
  • Improve financial records.
  • Plan your actions with a step-by-step guide by Debbie Mason, a
    CERTIFIED FINANCIAL PLANNER™ professional.

The course is self-paced. Completion time will depend on previous knowledge and time spent viewing in-depth resources and writing a personal financial plan.


Customized for
Federal
U.S. Federal Government and Military with a Thrift Savings Plan (TSP)
Non-Federal
Large/Small Businesses, Sole Proprietors, Local Government, Schools, Tax-Exempt Organizations with 401(k)s, Simplified Employee Pension (SEP) IRAs, SIMPLE IRAs, 403(b), 457(b), and 401(a) plans.
Reviews
Course is something every employee should do. The online course makes each person look at their own circumstances and be able to plan their own financial situation.
I think as an early career professional this course was really important to have. It provides more information to the questions I've been having about planning for retirement (and other life events i.e., children, house, etc.). Well done and would highly recommend to be a required course for all employees.

More Courses

Grow Savings

Plan Retirement

Orient Employees

Plan TSP Strategy


Sustainable — Always current
for tax laws, returns, plan rules

Self-paced elearning anytime, anywhere
— no need for seminars


Interested in a mobile training solution? Contact Us


Flexible Online Delivery

  • Internet-based
  • SCORM and 508 compliant
  • Deliver on any Learning Management System (LMS)

Procurement

  • Purchase card or order
  • Through prime contractor partnerships
  • Contact us to get started

Company Info

Woman-owned small business (WOSB)
Duns #145199332 — CAGE #3ZQX7
NAICS codes:  611420, 511210, 541511, 541612, 611430, 611710, 518210