Deliver the Financial Planning for Transition course in accordance with Army curriculum.
Provide one-on-one financial counseling sessions.
Guide Soldiers in developing realistic post-transition budgets and financial plans.
Review and provide feedback on Criterion-Based Post-Transition Financial Plans.
Educate clients on budgeting, debt management, retirement planning, and separation-related financial risks.
Document counseling services in required systems.
Safeguard Personally Identifiable Information (PII).

National financial counseling certification (AFC®, CFP®, ChFC®, or DoD-recognized equivalent)
Bachelor’s degree in finance, financial planning, business, counseling, or related field (or equivalent experience)
Minimum two years of experience providing financial counseling or financial education
Ability to obtain and maintain Tier 1 background investigation (CAC eligibility)

Accredited Financial Counselor

Key skills