Introduction to Touchpoint Curriculum TC 1 Agenda What Is Touchpoint Curriculum? Policy Financial Literacy Best Practices Road to Financial Readiness Learning Objectives Touchpoint Toolbox Training Initiation and Completion Directive Type
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Presentation Transcript
01
Introduction to Touchpoint
Curriculum TC
1<br>
02
Agenda What Is Touchpoint Curriculum?
Policy
Financial Literacy Best Practices
Road to Financial Readiness
Learning Objectives
Touchpoint Toolbox
Training Initiation and Completion<br>
03
Directive Type Memorandum DTM19-009 Financial Readiness Common Military Training (CMT) Requirements
Provide Service members the knowledge, skills, and behavior standards to manage their financial affairs
August 13, 2019 DTM 19-009<br>
04
First Duty Station
PCS Moves
Promotion
Vesting in the TSP
Entitlement for Continuation Pay
Disabling Condition
Divorce
Birth and Adoption
Marriage
Leadership Training
Pre- and Post-Deployment Road to Financial Readiness What Are the Touchpoints?<br>
05
Know the individuals receiving services
Provide actionable, relevant, and timely information
Improve key financial skills
Build on motivation
Make it easy to make good decisions and follow through 5 Principles for Financial Literacy<br>
06
Learning Objectives Terminal Learning Objectives (TLOs) are organized into six major categories:
Basic Finance
Consumer Protections
Major Purchases
Planning for the Future
Compensation, Benefits and Entitlements
Saving and Investing DTM 19-009, pages 10 - 11<br>
07
Terminal Learning Objective
(TLO) Matrix Basic Finance Consumer Protections Major Purchase Initial Entry Training First Duty Station Permanent Change of Station Promotion Vesting in TSP Entitlement to Continuation Pay Major Life Events Leadership Training Pre-and Post- Deployment Transition<br>
08
Terminal Learning Objective
(TLO) Matrix Planning for the Future Compensation, Benefits, and Entitlements Saving and Investing Notes: Permanent Change of Station applies to Service members in paygrades
E-1 to E-4 and O-1 to O-3.
Promotion applies to Service members in paygrade E-1 to E-5 and O-1 to O-4
Major Life Events includes, at a minimum, marriage, birth of first child, divorce, and disabling sickness or condition.
Transition includes separation, transition between Active and Reserve Components, and retirement. Initial Entry Training First Duty Station Permanent Change of Station Promotion Vesting in TSP Entitlement to Continuation Pay Major Life Events Leadership Training Pre-and Post- Deployment Transition<br>
Touchpoint Toolbox One on One
Checklist and Handouts
Classroom
Checklists and Handouts
PowerPoint (PPT) Training Slides and Instructor Guide (IG)
Videos and Video Discussion Guides (VDG)
Online Training
Navy e-Learning, MyNavy Portal Financial Readiness, or your service-specific e-Learning site<br>
11
One on One: Touchpoint Checklists and Handouts TC 3 Permanent Change of Station (PCS) Counselee Checklist<br>
12
Classroom Instruction: PowerPoint and Instructor Guide<br>
13
Classroom Instruction: Video and Video Discussion Guides TC 6 Continuation Pay Video Discussion Guide<br>
14
Option 4: Navy e-Learning or MyNavy Financial Literacy Application<br>
15
Office of Financial Readiness — Navy:
https://finred.usalearning.gov/
CFS Touchpoint DVD: https://www.personalfinanceformilitarylife.org/product/financial-literacy-touchpoint-videos-and-resources-navy-edition-april-2020/ Where Is My Touchpoint Toolbox?<br>
16
Training Initiation and Completion for Navy NSIPS Message directs Sailor to CFS, PFM, or FFSC for assistance
Remind Sailor to keep email updated in NSIPS. This is also how they will receive notification to apply for Continuation Pay.
CFS or PFM delivers Touchpoint Curriculum or refers Sailor to online learning.
Sailor provides verification of completed training to command for FLTMPS entry.<br>
17
Checklist and Handouts
Financial Education and Support
Command Financial Specialists (CFS)
Personal Financial Managers (PFM)
Installation Family Support Center or Health, Safety, Work-Life (HSWL) Regional Practice
Relief Societies
Military OneSource or CG SUPRT
Financial Literacy Mobile Apps
MyNavy Financial Literacy
Sen$e Resources<br>
18
Questions? The appearance of U.S. Department of Defense (DoD) visual information does not imply or constitute DoD endorsement.<br>
19
Touchpoint Toolbox Demos: 0830-1000 Small Group Preparation Team A: (30 min) TC 6 Entitlement to Continuation Pay – PPT/IG or Video/VDG
Team B: (90 min) TC 3 PCS – PPT/IG with Counselee Checklist
Team C: (30 min) TC 4 Promotion – PPT and IG or Video/VDG
Team D: (30 min) TC 11 Leadership — 1-1 Counseling Role Play (without eFPW)
Team E: (90 min) TC 12A Pre-Deployment Preparation
PPT/IG with Checklists/Handouts
Teams F and G: (60 min each) Present one Major Life Event (TC 7-10). One team uses PPT/IG or Video/VDG. Other team presents via counseling role play.<br>
