Personal Financial Counseling

PFC Program Overview

The Personal Financial Counselor (PFC) Program provides financial readiness support directly to Military Service members and their families. PFCs support total force readiness by equipping Soldiers, Sailors, Airmen and Marines with the tools, education and counseling to achieve financial well-being through the setting and attainment of personal financial goals, which in turn increases force readiness by satisfying a core aspect of holistic troop welfare.

Personal financial counselors are highly trained professionals who understand the military lifestyle. They hold a minimum of a bachelor’s degree or have a combination of education and experience that equips the individual to serve as a financial counselor, and national financial certification (accredited financial counselor, or AFC®; chartered financial consultant, or ChFC®; or certified financial planner, or CFP®).

Job Description

•  This position will provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.

•  Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

•  PFCs work closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.