scope:

PURPOSE.

This Instruction provides policy to Commanding officers (COs), Officers-in-Charge (OICS) and their staffs on the use of non-governmental financial education and materials and presenters to educate and inform both civilian and uniformed members of the workforce. Specific guidance is provided for considering whether to use non-governmental financial educational material, and whether to permit a non-governmental organization to make financial education presentations to a group. It clarifies that non-governmental organizations, or individuals may not provide individual financial counseling unless authorized by another authority such as CG SUPRT. Furthermore, guidance is provided on how an organization may be come a designated qualified organization.