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.
For those who entered service after January 1, 2018 OR those who switched from Legacy to BRS.
Flexible access with self-paced online learning modules
Buy individual courses or course packages to deliver on a Learning Management System (LMS).
Individual course licenses.
SCORM and 508 compliant.
Scalable access on our server.
Our courses are authored, updated, and fully maintained by active industry experts.
Expert Instruction
Courses authored by benefits expert,
Debbie Mason, a Certified Financial Planner™ professional.
Enterprise Engineering
Interactive, self-paced financial course modules built to be fully SCORM and Section 508-compliant.
Always Current
Always kept perfectly current with the latest tax laws, annual return rates, and tax-smart planning guidelines.
Universal Accessibility
Self-paced and accessible 24/7 through internet browsers on any mobile, lalptop, or desktop device.
"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
