Resources for financial educators

We help you help the people you serve. For adult financial educators, the tools here show our latest thinking on consumer financial behavior and effective financial education practices.

Upcoming webinar

Join us for a free webinar on Thursday, July 27, from 2–3 p.m. ET, to learn about the results of an international survey of student financial literacy. The OECD Programme for International Student Assessment (PISA) examines how 15-year-olds around the world performed, on average, on financial literacy questions. The webinar will also share practical implications of the results and tips on how financial educators can use this new information in their own work.

Resources for financial educators

See the whole inventory of materials that you can access, download, and use for free. Or .

Understanding the financial education field

Get to know the landscape of the financial education field and the challenges other financial educators are facing.

Understanding consumers

Gain insights into consumer behaviors, motivations, perceptions, and attitudes. Understand the challenges facing consumers in the financial products and services marketplace.

Tools for financial educators

Review a few tools and techniques to improve your effectiveness and service to consumers.

Webinar archive

Each webinar is added to the archive a few weeks after its presentation date.

Tools and resources for servicemembers and veterans
May 2017
| Read the transcript
Credit scores and reports
April 2017
| Read the transcript
Managing spending
March 2017
| Read the transcript
Debt collection resources
February 2017
| Read the transcript
Light-touch financial education on credit card debt
January 2017
| Read the transcript
Libraries as a financial education resource
December 2016
| Read the transcript
Helping youth to build financial capability
November 2016
| Read the transcript
Financial coaching
October 2016
| Read the transcript
Financial education programs serving immigrant communities
September 2016
| Read the transcript
Miss April Financial Education Exchange National Conference
September 2016
Federal financial education resources
July 2016
| Read the transcript
Take control of your auto loan
June 2016
| Read the transcript
Financial rules to live by
May 2016
| Read the transcript
Evidence-based insights: tips for strengthening financial education curriculum
April 2016
| Read the transcript
Money as You Grow
March 2016
| Read the transcript
Financial caregivers tools and resources
February 2016
| Read the transcript
Measuring financial well-being
January 2016
| Read the transcript
Planning for Retirement
December 2015
| Read the transcript
Owning a Home
November 2015
| Read the transcript
Tax time savings
September 2015
| Read the transcript
Your Money, Your Goals toolkit
August 2015
| Read the transcript
Consumer complaints
July 2015
| Read the transcript
Credit reports
June 2015
| Read the transcript
Financial well-being
May 2015
| Read the transcript

Videos

We’ve created a portfolio of ideas for helping with common money management challenges. Two challenges are described in the short videos below.

Nearly half of American households are unprepared for financial emergencies, so even small financial shocks can lead to large financial setbacks.

Many American households live paycheck-to-paycheck, so managing expenses better can free them to pay attention to long-term goals.