Personal Financial Management Program

Take the Pledge

Marines, Sailors, Spouses, Families, Youth and Civilian employees, join Camp Pendleton in taking the Military Savers’ Pledge and building your Savings Arsenal!

Let us help you reach your financial goal!

Receive goal based text messages with helpful tips, advice and reminders. You will be encouraged, supported, and motivated to save towards your goal. Access to resources and tools you can use to be a successful saver. Make a plan to reduce debt. Paying down high-interest debt is the first step to saving more successfully.

Take the free online pledge today.

Service Members

Service Members:

Challenge your peers, your unit and your family members to take the Military Savers’ Pledge and build their Savings Arsenal!

Military Saves is an opportunity for the military community to focus on the financial readiness of Service members and their families, including the reduction of debt and saving towards personal and family goals.

Command Financial Specialists

Command Financial Specialist (CFS) call today to schedule your units seminar date (760) 725-6638/6098

Challenge your entire command, enlisted and officer to take the Military Savers’ Pledge and Build a Savings Arsenal!

Service members will receive educational resources and training to prepare for decisions regarding the new Blended Retirement System (BRS). Also, how to save for your future, manage debt, Investing, TSP and improve your credit score.

Overview

Money is one of the main reasons service members experience stress on the job and is also one of the top reasons why couples argue. The personal financial management staff are trained and certified Financial Management Educators who can help you and your family members (active duty, retired, DoD and NAF Civilian Personnel) through individual financial counseling sessions and through financial workshops on subjects such as basic money management, budgeting, car buying, consumer awareness, home buying, investment strategies, credit / debt management, retirement planning.

Developing strong money management skills can help you use the money you have today to live the life you want. Plus, when your ship does come in — the great job, the winning lottery ticket or the inheritance from a rich relative — you’ll know how to handle it. The Personal Financial Management Team is here to help you achieve financial success.

Individual Financial Counseling

Financial Educators can provide one-on-one individual financial counseling on a wide array of personal financial topics

Call or email the Personal Financial Management Specialists.

More info:

Contact Via Email – Primary
Contact Via Email – Secondary

(760) 725-6638/6098/6209

Courses for Everyone

Each Friday of the month (call for Holiday schedule (760) 725-6098).
Months that have a 5th Friday are excluded (NO CLASS HELD… PLEASE CHECK YOUR CALENDAR).
Registration is not required… Accommodations for all personnel are available.

ALL CLASSES HELD AT THE PACIFIC MARINE CREDIT UNION BUILDING (PMCU) Bldg 1105 from 9am-noon

MONEY MANAGEMENT – 1st and 3rd Friday

This class will instruct you on how to develop a Budget/Spending Plan, how to Manage Money and Marriage, Debt Management and Car Buying

BASIC INVESTING – 2nd Friday

This class will show you how to invest in all investment securities including Online Investing

CREDIT AND DEBT MANAGEMENT – 4th Friday

Learn how to fix your credit report, understand your debt and how a credit score is calculated.

More info:

Contact Via Email – Primary
Contact Via Email – Secondary

(760) 725-6098/6209

Flier pdf:

2018 Financial Management Classes and calendar

Marine Corps Ordered Courses

THE MARINE CORPS ORDER 1700.37 IS A MANDATE FOR THE PERSONAL FINANCIAL MANAGEMENT PROGRAM

2016 Each Command shall have 1 (One) Unit Command Financial Specialist for every 150 Marines. 2017 each Command shall have 1 (One) Unit Command Financial Specialist for every 75 Marines.

Command Financial Specialist(CFS) Training (Train-The-Trainer):

The CFS at the command level is the first line of defense in the war against financial mismanagement. CFS shall function as the Command’s principal advisor on policies and matters related to Personal Financial Management. CFS may facilitate financial classes through General Military Training and when personal financial assistance is needed… 36 Hours, 5-Day Formal Course

Register (EventBrite url coming soon)

2018 Command Financial Specialist Course

More info:
Contact Via Email – Primary
Contact Via Email – Secondary

(760) 725-6098/6209

Financial NCO

Are you interested in becoming a Financial NCO for your command?

Today’s young Marines may make financial decisions based largely on peer recommendations. The Financial NCO will be a trained Sergeant/Corporal who will provide peer-to-peer influence.

2018 Financial NCO contact info and Course Schedule

More info:

Contact Via Email – Primary
Contact Via Email – Secondary

(760) 725-6098/6209

The Blended Retirement System

The overall training is quite informative and the blended retirement system is the key component towards coming in line with the 21st century corporate model retirement systems that should assist the military regarding enhanced recruitment, retain and maintain the talent that is needed to take the military into the future.
In addition, to effectuate the proper guidance/expertise in regards to presenting this change in the existing retirement model all information should be read by leadership as a precursor to properly informing all military personnel within their perspective commands.

Blended Retirement unit schedule for Oct - Dec, 2018.