3420G MCI PDF

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The subject course provides instruction on the different aspects of personal financial planning. This course provides a broad foundation for the student to learn the basics of financial planning; to include developing a spending plan, managing credit, saving and investing, basic retirement planning, insurance, and much more.

This course is intended for instructional purposes only and should not be considered advice for investment purposes. Neither the Marine Corps nor the Marine Corps Institute are liable for any loss due to information contained in this course.

In addition, only a licensed to practice attorney is able to give legal advice and draft legal instruments. Finally, many financial issues are dynamic, due to changes in applicable laws, regulations, orders, etc.

Conduct additional research on your own, as necessary. This course is designed for the Marine, private through major, in any MOS. Comments and recommendations on the contents of the course are invited and will aid in subsequent course revisions. Please complete the course evaluation questionnaire at the end of the final examination. Return the questionnaire and the examination booklet to your proctor. Table of Contents.

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