MCO 1700.37 governs the operation of the Marine Corps Personal Financial Management Program and its financial readiness services.
View MCO 1700.37 on armypubs.army.mil
MCO 1700.37 covers financial education, training, coaching, counseling, and information and referral for Marines and their families. It requires a Continuum of Learning for Personal Finance, confidentiality in services, and defined qualifications and functions for CFSs and CFFs.
Mission. PFMP will provide financial counseling, education, training, and information and referral to Marines and their families in order to increase their financial readiness. (paragraph 2)
In accordance with reference (a) the PFMP will implement a Continuum of Learning for Personal Finance. Areas of instruction include, but are not limited to: money management, financial planning, transition/retirement and estate planning, military protections such as Service Members Civil Relief Act and Military Lending Act, security clearances and the financial relationship, and other financial management tools. (paragraph 3)
The mandatory financial education, referred to as the Continuum of Learning for Personal Finance, as required by reference (a) and optional workshops and training through the PFMP will increase the financial literacy of Marines and their family members. (paragraph 1)
Information regarding individuals seeking services must be treated with confidentiality. Ensure careful and sensitive handling of personal information per references (e) and (r). PFMs shall not establish or maintain individual client files in the course of providing PFMP services. (paragraph 2)
Per reference (a) military members in the rank of E-6, and above shall be appointed a CFS upon approval of the application and completion of the CFS Course as designated on enclosure (6). (paragraph 1)