Online Training for U.S. Military

Financial Literacy and Retirement Planning

  • 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

  • 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
  • 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. Military Online Courses
Be Money Smart — Take Charge Now
  • 125 - for all military members
TSP, Retirement, and Financial Planning
  • 111 — for Early-Career in High-36
  • 130 — for Early-Career in Blended Retirement
  • 113 — for Mid-Career in High-36
  • 131 — for Mid-Career in Blended Retirement
  • 115 — for Late-Career in High-36
  • 132 — for Late-Career in Blended Retirement
Ready to Retire? Tax-Smart Investment and Cash Flow Planning
  • 140 — for military members retiring in less than one year
Plan Your Saving Strategy with the New TSP
  • 120 — for all military members
Customized for Military Retirement Systems
Blended Retirement (BRS)

For those who entered after January 1, 2018 OR those who switched from Legacy to BRS.


For those who entered or after September 8, 1980, but before August 1, 1986 OR entered on or after August 1, 1986 and did not choose Career Status Bonus and REDUX retirement.

Adopt it and use it for employees. It’s a 24/7 way to educate employees on retirement and financial planning
The calculator that builds as the user progresses through the course is EXCELLENT.
Great course; great reference material. Appreciated the opportunity to have access to the information and work through my own specific situation on my own timelines (as opposed to getting all the info at once in a classroom setting and no time to work through my own situation).

Learn More About the Courses

Be Money Smart

Grow Savings

Plan Retirement

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)


  • 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