Military Program Partners

The FINRA Investor Education Foundation has worked with many partners to develop the military program. Each of these partners is dedicated to financial education. Learn who they are.
  • AFCPE®, the Association for Financial Counseling and Planning Education®, is a nonprofit, professional organization dedicated to educating, training, and certifying financial counselors and educators. The Association's vision is to be recognized internationally as the leading provider of professional development opportunities for financial educators, counselors, and researchers to improve the economic well-being of individuals and families worldwide.

    Since 2006, in partnership with AFCPE®, the FINRA Foundation has provided online professional development programming tailored to the needs of military financial educators, especially those seeking to maintain their AFC® credential.  AFCPE®, the FINRA Foundation, and the National Military Family Association also collaborated to create the FINRA Foundation Military Spouse Fellowship Program, providing military spouses with the education necessary to serve as financial counselors. It is unique in that it not only helps military spouses achieve career goals and aspirations by enhancing job-related marketability, it also benefits military family members by enhancing their personal financial management skills.

  • The Association of Military Banks of America (AMBA) was founded in 1959. AMBA is a not for profit association of banks operating on military installations, banks not located on military installations but serving military customers, and military banking facilities designated by the U. S. Treasury. The association's membership includes both community banks and large multinational financial institutions, all of which are insured by the Federal Deposit Insurance Corporation.

  • The BBB Military & Veterans Initiative helps military service members, veterans, and their families protect their assets, plan for the future, and prosper in a trusted marketplace. BBB receives tens of thousands of business complaints each year from military consumers, and that number has been rising year over year as unethical businesses target and pressure these consumers into unfair deals. They offer financial literacy trainings and tips, fraud alerts, and scam prevention programming in collaboration with their network of BBB facilitators across North America and their partners, including the FINRA Foundation.

  • Blue Star Families was founded by military spouses in 2009 to empower families to thrive as they serve. They are committed to strengthening military families by connecting them with their neighbors—individuals and organizations—to create vibrant communities of mutual support. BSF believes we're all stronger when we take care of one another.

    Their research is raising the nation's awareness of the unique challenges of military family life. With the help of neighbors across the country, Blue Star Families is overcoming the isolation and alienation of frequent moves, deployments, and reduced support from the government. Their innovative programs are solving specific challenges for military families, including fighting economic insecurity with resources that foster spouse career development, creating family strength with rich family programming, and providing critical peer support for caregivers, whose numbers are only increasing.

  • The Consumer Federation of America (CFA) is an association of nonprofit consumer organizations that was established in 1968 to advance the consumer interest through research, advocacy, and education. Today, nearly 300 of these groups participate in the federation and govern it through their representatives on the organization’s Board of Directors.

    Military Saves, a component of the nonprofit America Saves, seeks to motivate, support, and encourage military families to save money, reduce debt, and build wealth. The research-based campaign coordinated by the CFA, uses the principles of behavioral economics and social marketing to change behavior. Military Saves encourages the entire military community to take the Military Saves pledge and for organizations to promote savings year-round, and especially during Military Saves Month in April. They also work with government agencies, defense credit unions, military banks, and other nonprofit organizations to promote savings and debt reduction.

  • The financial well-being of Service members and their families is an essential component of mission readiness. Financial decisions impact lifestyle, retirement, and security clearances, along with deployability and ability to focus on the mission. In an effort to enhance the financial health of the Force using all available resources, the DoD established the Financial Readiness Network. The Network leverages Federal and non-federal subject matter experts and their resources to augment the financial readiness resources offered by the DoD. Intended outcomes include individual development and sustainment of financial readiness skills to meet challenges of the military lifecycle.

    View FINRA Investor Education Foundation's Statement of Support and more on DoD's Financial Readiness Network.

  • The Military Family Advisory Network is a nonprofit dedicated to building a community of military and veteran families at home and abroad who are well-informed about the resources designed to serve them, equipped with tools for success, connected to leaders who serve the military family community and embraced by the public.

    The MFAN’s MilCents, an online social learning financial education program, introduces military families to trusted financial resources and provides a moderated social platform where military and veteran families can engage with subject matter experts and other participants. MFAN teamed up with the FINRA Foundation to develop and launch a new section of the program focused on smart investing. Lessons include, among others, how investing works, working with a professional, and core information on the Thrift Savings Plan (TSP).

  • NEFE is the country's only independent, nonprofit foundation committed to educating Americans about personal finance and empowering them to make positive and sound decisions to reach their financial goals.

    NEFE partnered with the FINRA Investor Education Foundation and the National Military Family Association to provide personal finance and investing education to military families through the development of a publication titled Military Families: Money & Mobility. This 80-page booklet is intended to help military families address the myriad financial decisions prompted by frequent moves or deployments. For more information about this and other NEFE initiatives, including those developed specifically for the military community, please visit

  • The SEC protects investors, promotes fairness in the securities markets, and shares information about companies and investment professionals to help investors make informed decisions and invest with confidence. The SEC’s Office of Investor Education and Advocacy provides a variety of services and tools to address the problems and questions you may face as an investor. They cannot tell you what investments to make, but we can help you to invest wisely and avoid fraud. The SEC Military Service Member’s Initiative conducts proactive outreach to educate service members about savings and investment, investment fees and expenses, retirement programs specific to educators and service members, and the red flags of investment fraud.

  • According to FINRA Foundation’s National Financial Capability Study – Military Survey – Executive Summary (2010), “Financial problems also can have a direct impact on military readiness. Military personnel, who experience serious financial problems can lose their security clearance, face criminal sanctions or be discharged from the military”. The Coast Guard’s PFMP is responsible for ensuring the necessary financial information and resources are available to Coast Guard personnel and their family members to prevent these situations and others from happening.