Inspections / IGMC / M&RA (MF)
Personal Financial Management Program
All levels of command Air, Ground, Logistics, and Installations with 75 or more assigned personnel. 7 items across the program.
- Effective
- Feb 02, 2026
- Verified
- Sep 23, 2026
- Applies to
- All levels of command Air, Ground, Logistics, and Installations with 75 or more assigned personnel
- Items
- 7
- Subsections
- 1
How to use this checklist
Run subsection by subsection. For each item, the parsed references show the originating policy. The evidence cue points to the artifact a Marine inspector expects to see. Capture findings in your own evidence binder.
- 0101
Does the unit have the appropriate number of command appointed Command Financial Specialists (CFSs)?
- 0102
Has the CFS completed the approved CFS course and the CFS refresher course every three years?
- 0103
Have all Marines attended the Personal Readiness Seminar (PRS) within three months of arrival when the command is their first permanent duty station or Reserve Training Center?
- 0104
Does the CFS complete the personal finance screening checklist prior to overseas/special duty assignments/independent duty orders for members of the command?
- 0105
Can the CFS demonstrate that referrals are made to authorized providers of counseling and education?
ReferencesMCO 1700.37, pg. 4, par 3.a.(2)(j), - 0106
Does the CFS update PFMP staff with overall financial trends or metrics in the commands?
ReferencesMCO 1700.37, pg. 2-2, encl (2), par 2.h - 0107
Does the CFS make themselves readily available to speak at Welcome Aboard briefs, Command Team trainings, Transition events, and both pre-deployment and post-deployment briefings?
ReferencesMCO 1700.37, pg.4, par 3.b.(9)(b)1