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We are pleased to present the Personal Financial Management (PFM) and Command Financial Specialist (CFS) Video and Resources materials updated as of April 2020. This disc contains the tools you need to meet DoD’s Financial Literacy Touchpoint requirements. Delivering the right financial training at the right time helps ensure that our Fleet, Forces, and Families understand the financial implications and considerations for many of the milestones that will occur in the personal and professional lives.
Here’s what you’ll find inside:
1) Navy Specific Financial Literacy Touchpoint Checklists and Handouts
2) Navy Specific Touchpoint Video Courses and accompanying Universal Video Discussion Guides
3) Universal Financial Services Provider How-to-Guide
4) Feb 2020 electronic Financial Planning Worksheet (eFPW)
5) CFS Leadership Forum Slides: To introduce others to the Touchpoint Checklists and resources
These tools teach the same story but let you tell it different ways, depending on your audience, your time allotted, or your particular teaching style. They can be mixed or matched to provide the best learning experience. We hope this new content empowers you in your role as a PFM or CFS.
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