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PFM Desk and How-To Guides

Desk Guide

The Desk Guide serves as a companion to the Work and Family Life Program Desk Guide, the Financial Service Provider How-to Guide, Command Financial Specialist (CFS) curriculum and the CNIC learning management system (LMS) PFM program webinars. Designed as a quick-reference document providing critical job and program information, it also serves as a benchmark for the planning, implementation, management and evaluation of PFM services at Fleet and Family Support Centers (FFSC). 

How-To Guide

The Financial Service Provider How-To Guide is a universal joint-service resource designed to assist with basic PFM/CFS tasks, like ordering a credit report, reporting identity theft, changing your TSP contributions and more. It outlines standard operating procedures, references and best practices to ensure PFMs are prepared to deliver the best service possible.

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