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

Course participants have access to Essentials courses for 12 months from their date of registration.

Preparing you to more effectively serve the military community!

This course includes:

  • Military pay and benefits
  • Military retirement plans
  • Money and relationships
  • Military education benefits
  • Military taxes


  • Transitioning from the military
  • Housing
  • Investing
  • Life insurance
  • Estate and funeral planning



Military Essentials

Program Cost: $359*

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

Course is pre-approved for 12 CEUs for AFCPE® and 5 CEUs for CERTIFIED FINANCIAL PLANNER (CFP®) Certified Professionals.

AFCPE®‘s Refund & Transfer Policy 

If you have questions, please email the AFCPE Education Team.

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Uncertain? Start with Membership and save 10% on any Essentials Course. Explore Membership

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, 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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