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This course gives you the tools to better support the unique financial challenges and opportunities of military service members, veterans, and their families.

Preparing you to more effectively serve the military community!

This course includes:

  • Military pay and benefits
  • Military retirement plans
  • Money and relationships
  • Housing

 

  • Investing
  • Life insurance
  • Estate and funeral planning

 

Are you eligible to take Military Essentials for free?

Military Essentials is free to any personal finance professional who completes FINRA Foundation’s annual PFM webinars. These professional development webinars are only open to financial professionals who currently work for the Department of Defense and/or the Department of Homeland Security, as well as all FINRA Foundation Military Spouse Fellows. If you meet this criteria and are interested in attending these webinars, please sign up for our PFM Webinar Interest List below and we will send you an email when registration opens.

Military Essentials

Program Cost: $349*

*Special pricing available for groups of 10 or more.
** AFCPE Members save 10%. Become a Member.

Course is pre-approved for 5 CEUs for AFCPE® and CERTIFIED FINANCIAL PLANNER (CFP®) Certified Professionals.

AFCPE®‘s Refund Policy 

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Become an AFCPE Member and save!

AFCPE® Members save 10% on all Essentials Courses. 

This course was developed in partnership with FINRA Investor Education Foundation. 

About FINRA Foundation

The FINRA Investor Education Foundation provides investors with high-quality, easily accessible information and tools to better understand the markets and the basic principles of saving and investing. In 2006, the Foundation launched a multifaceted program to expand the saving and investing knowledge of military service members and their spouses, including a free, unbiased resource, saveandinvest.org/military. A proud collaborator in the Department of Defense Financial Readiness Campaign, the Foundation also presents financial education forums at military installations worldwide.

FINRA Foundation offers additional resources for Military Financial Educators here.

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