eLearning for Business, Local Government,
Schools, Tax-Exempts

Support Financial Wellness at Work

Employer Solutions

Provide cost-effective, professional, financial literacy and retirement planning mobile training for your employees anytime and anywhere. Customized for HR teams in U.S. government and military, schools, and organizations seeking scalable financial education solutions.

Our programs help employees build confidence in budgeting, investing, retirement planning, and long-term financial decision-making. Courses are always current for tax laws, returns, tax-smart plan rules. Participants can create personal financial plans tailored to their goals with guides provided by Debbie Mason, a Certified Financial Planner™ professional.

View Catalog Request Information Why Dmason Financial?
U.S. Government Employees
Retirement Systems

Non-Federal Courses — Customized for these Savings Plans

For-Profit Companies & Sole Proprietors

401(k) Enterprise Individual 401(k) SEP IRA SIMPLE IRA

Government, Education, & Non-Profits

403(b) Healthcare & Academic 457(b) State & Local Gov 401(a) Agencies
Employer Solutions

Provide Financial Literacy and Retirement Training

Critical financial skills taught by professionals

Flexible access with self-paced online learning modules

  • ✔ Workplace financial literacy training
  • ✔ Retirement readiness education
  • ✔ 401(k), 403(b) & IRA tax benefits
  • ✔ Tax planning strategies
  • ✔ Investments and allocation for goals
  • ✔ Title 5 retirements (CSRS, FERS)
Federal Employee
Business, Schools, Local Government catalog

Business, Schools, Local Government eLearning Catalog

General Financial Literacy

Build Your Rainy Day Fund Course 224 — All employees
Be Money Smart: Take Charge Now Course 225 — All employees
Learn How to Buy

Early & Mid-Career Planning

Tax-Smart Retirement Saving and Retirement Planning Course 202

Late-Career Planning

Tax-Smart Retirement Saving and Retirement Planning Course 201

Retirement-Ready (Less Than One Year)

Tax-Smart Investment & Cash Flow Planning Course 240 — Near-retirees
Program options

Flexible delivery models for organizations of all sizes

Buy individual courses or course packages to deliver on a Learning Management System (LMS).

Employee Access

Individual course licenses.

Host on your LMS

SCORM and 508 compliant.

Software as a Service

Scalable access on our server.

Trusted Financial Education

Critical Financial Skills Taught by Professionals

Our courses are authored, updated, and fully maintained by active industry experts.

CFP® Expert Instructor

Expert Instruction

Courses authored by benefits expert,
Debbie Mason, a Certified Financial Planner™ professional.

eLearning
Experts

Enterprise Engineering

Interactive, self-paced financial course modules built to be fully SCORM and Section 508-compliant.

Sustainable Solution

Always Current

Always kept perfectly current with the latest tax laws, annual return rates, and tax-smart planning guidelines.

Self-Paced Navigation

Universal Accessibility

Self-paced and accessible 24/7 through internet browsers on any mobile, lalptop, or desktop device.

What our students & clients say

"I recommend everyone should take a course like this in the first 5 years of employment..."

— Mid-Career Professional

"The calculator that builds as the user progresses through the course is EXCELLENT."

— HR Training Coordinator

"This is a very good planning tool for any employee at any stage of their career..."

— Benefits Administrator

Contact us directly to explore bulk licensing rates for government entities or corporate employee initiatives.

Get in Touch

View eLearning Solutions for: U.S. Government | U.S. Military | Business, Local Government, Schools, Tax-Exempts