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Financial education for adults

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.

Using the CFPB Consumer Complaint Database to support financial practitioners work


Please
register to join us for a free CFPB FinEx webinar on Thursday, November 17, 2022 at 2:00-3:00 pm ET

Did you know that CFPB maintains a public database of consumer complaints that people have submitted to the CFPB about problems with financial products and services?  You can use the Consumer Complaint Database to view trends, see maps, and read complaints, about financial products and services. You can also see how companies respond to consumer complaints.

Attend this free webinar to learn how the CFPB complaint process works and how you can use this public database to inform the financial education services you provide.

Advanced registration is required. You can register for the webinar here by entering your name, email, title, and organization.

Reasonable Accommodations: If you will require a reasonable accommodation to attend this event, please contact CFPB_ReasonableAccommodations@cfpb.gov 72 hours prior to the start of this event.

We periodically host webinars on topics of interest to financial practitioners. Please enter your email address to receive email notifications for upcoming webinars.


Click here to see CFPB FinEx past webinars.

Tools and resources to use with the people you serve

Explore resources

We've gathered our tools, worksheets, handouts, and audio recordings by topic. You can use these resources with the people you serve. You can also download the inventory of materials that are available.

Resources for financial educators

Financial well-being

Following a rigorous research effort, the CFPB defined financial well-being and developed and tested a scale to measure it. Then, we conducted a national survey to measure financial well-being in America. Explore the resources below to find out more.

Five principles of effective financial education

The five principles build on insights about how people make financial decisions, marshalled from many fields of study, and on what we have learned about consumers’ own experiences in the financial marketplace.

Money motivations

Bridging the gap between a person’s intentions and their behavior can be a challenge for financial education practitioners. Our tools can help you understand and harness emotions and relationships that influence money decisions.

Webinar training

View our growing library of webinars or read the transcripts. Each webinar is added to the archive a few weeks after its presentation date.