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THE MONEY GAME 1.0: Financial Freedom & Independence

What’s your relationship with money, and how can you succeed at the money game? This multifaceted class uses principles that are the foundation of financial freedom and independence. Topics include debt management and elimination, investment principles, common investment vehicles, strategies for increasing net worth, money mindset, etc.

Competencies Developed:

This course strengthens core U.S. Office of Personnel Management (OPM) competencies, including:

  • Financial Management – Budgeting, debt reduction, savings, and investment strategies.
  • Decision Making – Evaluating financial options to align with goals.
  • Problem Solving – Addressing personal finance challenges.
  • Self-Management – Practicing discipline and accountability in money matters.
  • Resilience – Building financial stability to reduce stress and safeguard focus.
  • Integrity/Honesty – Managing resources ethically and responsibly.

Course Objectives:

Build and maintain a realistic budget that aligns spending with values and goals.
Apply compound interest principles to plan long-term savings and investments.
Implement a debt elimination strategy to improve financial health.
Select appropriate retirement and investment accounts (Roth vs. Traditional) for their situation.
Protect and improve credit scores through proactive financial habits.
Prepare for emergencies and major life expenses with a sustainable plan.

Course Length and Type :

Half-day or full-day session options available

Class Size:

8-35

Delivery:

In-person or virtual

Format: Interactive workshop with practical exercises and real-world scenarios.

Target Audience: This course is ideal for federal, state, and local government employees—whether early in their career, mid-career, or preparing for retirement—who want to take control of their financial future. It is especially relevant for employees in positions requiring security clearances, as it provides the training necessary to maintain personal financial stability and reduce risks that could jeopardize clearance eligibility.