PFMP Workshops & Registration

Scroll down to see class descriptions and pre-work. Register for workshops by clicking the “Register for a Workshop” button below to be taken to the online form, or call (808) 257-7783/1232. Dates for classes are in the calendar on this page or, on each form, you will find a selection of dates through the end of the year. Class sizes are limited, so register early. All classes are held in the Education Center, Bldg. 220, Classroom G, unless otherwise noted.

The Financial Counselors/Educators with the MCCS PFM Program (Bldg 220) offer many financial education classes/workshops. Times/locations vary monthly, to try and meet different work schedules.

Classes are offered for individuals, couples, spouses, and children. All military, family members, DOD civilians/contractors are welcome to attend our classes.

The PFM staff is available to come to commands/units and provide financial education. Individual confidential counseling is also available. Here are the classes that are being offered:



Car Buying Strategies
What you should know before purchasing a car such as knowing what you can afford, planning for the various expenditures of a car, and learning to get the best deal on the purchase, such as knowing the difference between Invoice, MSRP, and Adjusted Market Value.

Command Financial Specialist Forum
Quarterly forum in accordance with OPNAVINST 1740.5B/MCO 1700.37. Command Financial Specialists meet and share ideas about their respective programs. Guest speakers provide up-to-date information on financial issues. We discuss trends, what we have seen during the quarter, and decide if we need to train throughout all commands on these current issues. Senior Leadership invited/encouraged to attend.

Command Financial Specialist Training (CFST)
5-Day Course offered to Marine/Navy command-sponsored service members who will be assigned this collateral duty. In accordance with MCO 1700.37, members attending class must be E6 and above with a minimum of one year left on their PRD. To register, call 257-7783/1232.

Command Financial Specialist (CFS) Refresher Training
This one-day training is required every three years for trained Command Financial Specialists to review and sharpen skills learned in the CFS training which include the financial planning worksheet, solution-focused financial counseling, and developing your CFS program. Learn new presentation skills and techniques as well as discuss current financial topics. Open to all trained Command Financial Specialists.

Corporal for Financial Fitness Workshop
The Corporal for Financial Fitness (CFF) will be a trained Corporal who will provide peer-to-peer influence.  As a CFF, you will support the installation PFMP staff and CFS by performing outreach to target Marines in the ranks of E1-E4 to increase the awareness of the authorized services and programs available to young Marines and why financial fitness is part of mission readiness.  If you are interested in becoming a CFF, please contact your Command Financial Specialist (CFS) or PFMP for a list of qualifications.  Also, to become a CFF, you must be designated in writing by your Commanding Officer.  Class size is limited to 25 participants; reservations are required due to limited seating.

Financial Planning for Retirement
This financial class will focus on the long term planning for retirement, how to calculate what you will need to live that life of financial freedom at retirement age. Start planning now so you can retire without the worries.

Home Buying
(Classroom E)
Great opportunity to gain a strong foundation for home purchase decisions. Workshop focuses on the intricacies of VA home loans, other mortgage options, what to do before investing in a home and details of the purchase process.

Managing Money and Credit
Learn the basic skills and techniques for managing your money and budgeting; gain an awareness of credit cards and loans, the ins and outs of credit reports and credit scores and learn how to plan savings goals to secure your financial future.

Million Dollar Marine/Spouse
This two-day class is designed to provide the “complete financial picture”. Attendees will learn about the importance of a spending plan, budgeting techniques, credit management, savings and investment options, Thrift Savings Plan (TSP), insurance, pay and allowances, consumer rip-offs/awareness tips, how to obtain a loan, credit scores, credit reports, and new/used car purchasing techniques.

Money Skills for Kids (Ages 8-12)
Offers ideas for money-making projects and teaches basic principles of money management as well as techniques to inspire and motivate kids at an early age to be savers/wise consumers.

Money Skills for Teens (Ages 13-15)
Offers basic money management, credit management, exercises in the real cost of a vehicle, apartment, food, etc.

Raising Financially Fit Kids (Class for Parents)
This workshop for parents will cover some of the ideas concerning money management and your child, throughout the different stages of their life. To give an allowance or not. When and how to begin regular savings, chores, debit cards for kids, etc.

Saving and Investing Basics
Learn the basic skills and techniques of managing and budgeting your money, where to begin, and how to shop for investments. Teaches the difference in Stocks, Bonds, Roth and Traditional IRAs, CDs, and Money Market Accounts. Class will also cover the Thrift Savings Plan, which funds are available, how to complete an interfund transfer, what the returns have been historically for the TSP funds to include the risks associated with each of the funds, designation of beneficiary, etc. Gain the knowledge about where and what your money is invested in, and then sit back and watch your money grow.

Personal Readiness Seminar
3rd Wednesday of every month (Classroom E)
This class will ensure Marines receive basic personal financial education within 90 days of arrival at their first permanent duty station. Topics include introduction to Personal & Professional Development, income overview (MyPay & LES), savings and investing, living expenses (wants vs. needs), legal rights and consumer awareness, and SMART goals. Sailors are welcome to attend.

Pre Work
In order to prepare for the upcoming Personal Readiness Seminar we need you to create a sign-in, register and bring a copy of the registration to class for the two websites listed below. Note: Remember to keep a copy of your assessment and your login ID and password for both Kuder and E-Benefits.

This assessments contains scientifically validated career assessments to measure interests, skills, and work values. Choosing a college major, training program, or a career that fits your personality is a vital step toward success and job satisfaction. You can also use Kuder Journey to store personal information, networking contacts, research organizations, search for employment, financial aid, and educational resources.

On E-Benefits you can access your transcripts, military training, apprenticeship and military skills translator information.

As part of the credit for attendance to this class, a copy of confirmation of registration is required. Please contact us if you have any questions or concerns.

Preparing for the Holidays Financially
Learn how to develop a holiday spending plan with a gift list and an overall survival plan that will assist you in enjoying a less stressful holiday season.

Military Saves Week
Military Saves Week is an annual opportunity for installations and organizations to promote good savings behavior and a chance for service members and their families to assess their own saving status. The Personal Financial Management Program and the Education Center presents: Military Saves Week – Set a Goal. Make a Plan. Save Automatically.

Talking Money with Your Honey
Financial class for couples, offered in the evenings. Class will discuss the differences in thinking about money situations, exercises for couples to see if you really know what your spouse’s spending habits are. Attendees will work with their spouse to come up with short and long-term goals, planning out a budget together, and coming up with savings and investment goals. Registration is required.

Thrift Savings Plan (TSP)
Get the latest detailed information on the Thrift Savings Plan (TSP) and how TSP can contribute to financial retirement security.

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