Navy command financial specialist worksheet

    • 25: Introduction to the Command Financial Specialist Program

      Command Financial Specialist Program INTRODUCTION. The Marine Corps emphasizes the importance of readiness for Marines and family members in many areas of life. One of them is personal financial management (PFM). A key program that assists commands, Marines, and family members with readiness is the Command Financial Specialist Program (CFS).

    • [PDF File]Contents

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      1.2 Command Financial Specialist Training Student Manual Overview of the Command Financial Specialist Training Course Terminal Objectives Upon completion of this course, learners should be able to: H Construct, organize and/or manage a comprehensive, proactive PFM program at the command level as measured by quarterly reporting requirements.

    • [PDF File]Financial Planning Worksheet for Career Transition

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      Financial Planning Worksheet for Career Transition STATEMENT OF NET WORTH ASSETS (Total Value) Cash on hand $ Checking Accounts $ Savings Accounts $ Certificates of Deposit $ Cash Value of Life Insurance $ U.S. Savings Bonds $ Mutual Funds/Money Market $ Stocks/Bonds $ College Funds $ 401(k)/403(b)/TSP $

    • [PDF File]SOP AND INSTRUCTION GUIDE

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      A. OPNAVINST 1740.5D United States Navy Personal Financial Management Program (2016) B. Command Financial Specialist Training Instructor Guide (2009) C. Command Financial Specialist Training Student Manual (2009) D. Solution Focused Financial Counseling in the New Millennium (Fred E. Waddell, 2001) XI. CONTENT OUTLINE AND PRESENTER’S GUIDE:

    • [PDF File]Instructions for filling out your Financial Management Plan (FMP)

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      Additional Homes Worksheet Monthly basic expenses (s = save item) S Current Change Revised - Mortgage balance - 2nd mort./loan balance - Mortgage balance - 2nd mort./loan balance Second home mortgage / rent Home maintenance Heat / fuel Electricity 2nd mortgage / equity loan / line of credit Property tax / association fees Home owners / renters ...

    • [PDF File]DEPARTMENT OF THE NAVY

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      DEPARTMENT OF THE NAVY OFFICE OF THE SECRETARY 1000 NAVY PENTAGON WASHINGTON DC 20350-1000 . SECNAVINST 1740.5B . ASN (M&RA) 26 June 2019 . SECNAV INSTRUCTION 1740.5B . From: Secretary of the Navy . Subj: DEPARTMENT OF THE NAVY RECOVERY COORDINATION PROGRAMS . Ref: (a) DoD Instruction 1300.24 of 1 December 2009 (b) DoD Instruction 6010.24 of 14 ...

    • [PDF File]COMMAND FINANCIAL SPECIALIST (CFS)

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      COMMAND FINANCIAL SPECIALIST (CFS) RECERTIFICATION GUIDANCE OPNAVINST 1740.5D (Enclosure 6, Section 1, Paragraph f) requires that a CFS must successfully complete the CFS Refresher Training every three years, at minimum. For CFSs: To be eligible to take the one-day CFS refresher course instead of the five-day CFS training to maintain

    • [PDF File]Welcome and Administration

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      Command Financial Specialist Student Data Card DATA REQUIRED BY THE PRIVACY ACT OF 1974 AUTHORITY: 5 USC Sec 3301, which allows the Secretary of the Navy to make regulations for the Department of the Navy. One of these regulations, SECNAVINST 1754.1B, establishes the Navy Family Services Center Program.

    • [PDF File]MONTHLY BUDGET WORKSHEET - Navy Federal Credit Union

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      Navy Fedeal now refinances and consolidates federal and private student loans. Learn more at makingcents.navyfederal.org. Planning for the Future ... MONTHLY BUDGET WORKSHEET Author: Navy Federal Credit Union Created Date: 5/14/2018 4:22:04 PM ...

    • [PDF File]COMMANDING OFFICER’S FINANCIAL WORKSHEET - Marine Corps Logistics Command

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      COMMANDING OFFICER’S FINANCIAL WORKSHEET . Disclosure of information on this format is voluntary. Possible adverse affects of nondisclosure could result in a decision being made to assign the subject to a special duty or independent duty assignment without consideration of information, which, if known, might have had a bearing on that decision.

    • [PDF File]DEPARTMENT OF THE NAVY OFFICE OF THE SECRETARY WASHINGTON DC ... - FINRED

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      COMMAND FINANCIAL SPECIALIST (CFS) QUALIFICATIONS, FUNCTIONS, AND TRAINING 1. Qualifications of the Command Financial Specialist (CFS). The CFS shall function as the command’s principal advisor on policies and matters related to PFM. The following qualifications apply: a. Military members in pay grade E6 and above (including

    • [PDF File]Introduction to the Financial Planning Worksheet

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      CFS efforts. This chapter introduces the Financial Planning Worksheet, the main tool used by Command Financial Specialists in counseling/coaching. You will get hands-on intensive instruction on the Financial Planning Worksheet. The ive components of the Financial Planning Worksheet are: Net Worth Statement, Income, Budget or Spending Plan ...

    • [PDF File]Command Financial Specialist Worksheet

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      Command Financial Specialist Worksheet Chaddy adulterated inconclusively. Ruby-red Lindsey sometimes prys his boo astuciously and send so vastly! Infested Samson ... Army, Navy, Air Force, Marines, Coast Guard and National Guard. Prepared financial worksheet within my quality assurance of command decision as it is composed of accountancy have ...

    • [PDF File]DEPARTMENT OF THE NAVY HEADQUARTERS UNITED STATES MARINE CORPS 3000 ...

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      Designation as Command Financial Specialist (6) Sample Command Financial Specialist Letter of Designation (7) Sample Command Financial Specialist Assistant for Personal Finance . Letter of Designation

    • [PDF File]COMMANDING OFFICER’S FINANCIAL WORKSHEET

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      COMMANDING OFFICER’S FINANCIAL WORKSHEET. Disclosure of information on this format is voluntary. Possible adverse affects of nondisclosure could result in a decision being made to assign the subject to a special duty or independent duty assignment without consideration of information, which, if known, might have had a bearing on that decision.

    • Enlisted Advancement Worksheet (EAW) - Navy

      Step 5: Command ESO routes Sailor verified EAW to the ESO for finalization. Step 6: ESO takes corrective action (if required), validates data/status, and electronically signs/finalizes . Step 7: Worksheet data is locked 24 hours after the Exam Date on the EAW and data is sent electronically to the Navy Advancement Center (NAC) to load into NEAS.

    • [PDF File]DEPARTMENT OF THE NAVY OFFICE OF THE C N O 2000 N P W DC 20350-2000 ...

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      dynamic; therefore, it is incumbent upon commands, command financial specialist, and FFSC personal financial management staff to raise awareness of personal financial management concerns and assistance available to Sailors and their families. l. A qualified command financial specialist or FFSC financial educator and counselor must

    • PARTICIPANT GUIDE

      emerging financial issues. This is an excellent forum for networking and continuing financial education that can benefit military members and their families. Command Financial Specialist (CFS) Refresher . Training. Review and sharpen skills learned in Command . Financial Specialist (CFS) Training which include . the financial planning worksheet ...

    • SPECIAL PROGRAM SCREENING NAVPERS 1306/92 (01-2011 ... - MyNavyHR

      1. Has the member been interviewed by the Command Financial Specialist per OPNAVINST 1740.5A, and is the member financially stable? YES. NO2. COMMAND FINANCIAL SPECIALIST'S NAME AND RANK: 3. COMMAND FINANCIAL SPECIALIST SIGNATURE: 4. DATE: 5. This member meets requirement and assignment to Special Programs and is appropriate. YES. NO6.

    • [PDF File]Command Financial Specialist (CFS) Program Overview

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      Command Financial Specialist (CFS) Program Overview: Each CO/OIC is expected to provide financial education and training, information and referral services to command/unit members. Each command with active duty and Selected Reserves (SELRES) personnel, with at least 25 personnel assigned, is strongly encouraged to have a trained CFS to

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