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.
Guide to filing income taxes in 2024
Discover free or low-cost ways to file income taxes and credits your clients may be eligible for. Understand refund anticipation checks and refund advance loans.
Resources for financial educators
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.
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.
View our growing library of webinars or read the transcripts. Each webinar is added to the archive a few weeks after its presentation date.