Online Training for U.S. Government

Federally-Mandated Financial Literacy
and Retirement Planning Training

Our online training provides all financial literacy and retirement training required by the Thrift Savings Plan Open Elections Act of 2004 (Public Law 108-469).
  • Training is accessible and can be launched on any SCORM-compliant Learning Manangement System (LMS).
  • Content is updated as needed to reflect changes in federal benefits, Thrift Savings Plan (TSP), tax laws, and investment rates of return.
  • We provide licenses to our commercial off-the-shelf (COTS) training materials.

Critical financial skills taught by professionals

  • Title 5 retirements (CSRS, FERS)
  • Tax benefits of retirement plans — Thrift Savings Plan (TSP), Roth TSP, IRA, Roth IRA
  • Money management and cash flow
  • Budgeting to manage spending
  • Managing credit and debt
  • How to invest and allocate investments for short-, intermediate-, and long-term goals
  • Health (FEHB), life (FEGLI), and long term care (FLTCIP) insurance
  • Child education
  • Estate and elder care planning
  • Tax planning strategies
  • Social security and Medicare
  • Stealth taxes
  • Retirement account withdrawals
  • Safe retirement spending rate
  • Ways to bequeath assets efficiently to heirs
U.S. Government Online Courses
Be Money Smart — Take Charge Now
  • 125 — for all U.S. government employees
Early Career TSP, Retirement, and Financial Planning
  • 106 — for FERS employees
  • 107 — for FERS Special employees
Mid-Career TSP, Retirement, and Financial Planning
  • 109 — for FERS employees
  • 110 — for FERS Special employees
Late-Career TSP, Retirement, and Financial Planning
  • 103 — for FERS employees
  • 104 — for FERS Special employees
  • 101 — for CSRS employees
  • 102 — for CSRS Special employees
Ready to Retire? Tax-Smart Investment and Cash Flow Planning
  • 140 — for employees retiring in less than one year
Plan Your TSP Saving Strategy
  • 120 — for all U.S. government employees
New Employee Orientation
  • 121 — for FERS employees
  • 122 — for FERS Special employees
Customized for Government Retirement Systems
Federal Employees Retirement (FERS)
  • FERS
  • FERS Special (includes Firefighters, Law Enforcement Officers, Air Traffic Controllers, Military Reserve Technicians, members of Congress, and Congressional employees).
Civil Service Retirement (CSRS)
  • CSRS
  • CSRS Special for Law Enforcement and Firefighters
Reviews
Adopt it and use it for employees. It’s a 24/7 way to educate employees on retirement and financial planning
For the yearly financial plan report, reports can be pulled from the LMS to show how many employees have accessed these tools. It’s a good way for agencies to meet this requirement under the TSP Open Elections Act of 2005 (Public Law 108-469).
I always love the comprehensive nature of your courses! - They absolutely help our employees and they help the agency meet their financial literacy requirements since our agency is so widely dispersed into rural or forest areas.

Learn More About the Courses

Be Money Smart

Grow Savings

Plan Retirement

Orient Employees


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