Reports

The 2023 Financial Literacy Annual Report describes the CFPB’s financial literacy activities and strategy to improve the financial literacy of consumers.

The 2022 Financial Literacy Annual Report of the Consumer Financial Protection Bureau (CFPB) is required under Section 1013 of the Dodd-Frank Wall Street Reform and Consumer Protection Act.

The 2021 Financial Literacy Annual Report details the CFPB’s financial literacy strategy and activities to improve the financial literacy of consumers. Overall, this report describes the CFPB’s efforts in a broad range of financial literacy areas relevant to consumers’ financial lives.

This guide identifies promising practices and common challenges in providing remote financial coaching services.

This report presents results and lessons learned from the CFPB’s Financial Coaching Initiative. The CFPB placed financial coaches in 60 community-based organizations across the country. The program reached over 23,000 veterans and economically vulnerable consumers. The report provides guidance on how to implement a coaching program across a range of diverse communities and organizations.

The 2020 Financial Literacy Annual Report of the Consumer Financial Protection Bureau details the Bureau’s financial literacy activities and strategy to improve the financial literacy of consumers. Overall, this report describes the Bureau’s efforts in a broad range of financial literacy areas relevant to consumers’ financial lives.

The 2019 Financial Literacy Annual Report of the Consumer Financial Protection Bureau details the Bureau's financial literacy activities and strategy to improve the financial literacy of consumers. Overall, this report describes the Bureau's efforts in a broad range of financial literacy areas relevant to consumers' financial lives.

A large study exploring tax-time saving found that early messaging and small incentives were effective at encouraging some customers to save using a savings feature on their prepaid card.

This report provides an overview of the 2017 Financial Coaching Symposium, including lessons learned and next steps for the field to consider.

These two reports summarize the findings of a rigorous evaluation of financial coaching and discuss the implications for financial education practitioners.