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CFPB Financial Education Exchange (CFPB FinEx)

CFPB FinEx is a place where financial educators, practitioners, counselors, researchers, and others can share information and best practices, learn from one another, advance their work, and see what CFPB is doing to help consumers.

Explore our training webinars to help you improve your practice, as well as our tools and resources that you can share with clients.

Financial Aid 101

August 18, 2022 at 3:00 pm ET to 4:00 pm ET

The Consumer Financial Protection Bureau (CFPB) will be joined by the U.S. Department of Education to explore “Financial Aid 101” and share resources to help students and educators create a plan to pay for college. This presentation will provide a timeline to help students and families navigate the paying for college process and managing student loan debt. Learn about classroom resources that can help you guide groups through the process of learning to use federal agency tools. The Consumer Financial Protection Bureau is a U.S. government agency that makes sure banks, lenders, and other financial companies treat you fairly.

To join the webinar:

To register: https://cfpbgov.webex.com/cfpbgov/j.php?RGID=rdf35aa17c7030e40f04ec066f5f4a4de

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.

Webinar archive

Date

Description

Action

February 2, 2022 

Unpacking the Black wealth gap, part 2 

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December 16, 2021 

Protecting against and recovering from identity theft and scams 

Watch Read transcript Download slides

December 1, 2021

Help your students map their money journey 

Watch Read transcript Download slides

October 21, 2021

Tips to help your clients get smart about credit – Fair Lending 


Tips to help your clients get smart about credit – Credit Building 

Watch Read transcript Download slides  


Watch Read transcript Download slides

September 23, 2021 

Making ends meet: the early impact of COVID-19 on consumer finances  

Watch Read transcript Download slides

August 18, 2021 

Helping clients who are experiencing housing insecurity 

Watch Read transcript
Download slides (CFPB & Treasury | HUD )

May 20, 2021 

New resources for older Americans 

Watch Read transcript Download slides

April 29, 2021

Money Smart for Young People

Watch Read transcript  Download slides

April 7, 2021

Building and maintaining your credit during the coronavirus pandemic

Watch Read transcript  Download slides

March 31, 2021

Understanding the women’s wealth gap

Watch Read transcript  Download slides

March 25, 2021

Strategies for paying for college

Watch Read transcript  Download slides

Feb. 25, 2021

Resources for working with servicemembers and veterans

Watch Read transcript  Download slides

Feb. 23, 2021

Unpacking the Black Wealth Gap - Historical Lessons of Credit Discrimination 

Watch Read transcript  Download Slides

Dec. 17, 2020

Identity theft and coronavirus scams

Watch Read transcript  Download slides

Nov. 12, 2020

Managing Someone Else’s Money: Help for financial caregivers

Watch Read transcript Download slides

May 19, 2020 Multi-lingual Resources Webinar

Watch     Read transcript

April 9, 2020

Dealing with financial stress and anxiety during COVID-19

Watch Read transcript Download slides

Sept. 24, 2019

Youth Financial Education Research Priorities 

Watch     Read transcript
Download slides

Aug. 29, 2019

Money Circle Toolkit

Watch     Read transcript
Download slides

Aug. 22, 2019

Student Debt

Watch     Read transcript
Download slides

Jul. 31, 2019

Misadventures of Money Management (MiMM) 

Watch     Read transcript
Download slides

June 27, 2019

Disaster Preparedness and Liquid Savings

Watch   Read transcript  Download slides

May 16, 2019

Avoiding Wire Fraud in the Mortgage Closing Process

Watch     Read transcript

Apr. 23, 2019

Your Money, Your Goals – Part Four

Watch     Read transcript

Apr. 18, 2019

Financial Education Resources for Community Colleges as Rural Hubs (Students)

Watch     Read transcript

Apr. 16, 2019

Your Money, Your Goals Part III

Watch   Read transcript  Download slides

Apr. 11, 2019

Measuring Financial
Well-Being: Certified Financial Planners

Watch   Read transcript

Self-Scored Assessment

Apr. 9, 2019

Your Money, Your Goals Part II

Watch   Read transcript  Download slides

Apr. 2, 2019

Your Money, Your Goals Part I

Watch   Read transcript  Download slides

Mar. 21, 2019

Financial Education Resources for Veterans

Watch   Read transcript

Mar. 21, 2019

Key Personal Strategies for Serving Youth in Foster Care

Watch   Read transcript  Download slides

Mar. 14, 2019

Financial Success After Prison

Watch   Read transcript  Download slides

Feb. 21, 2019

Financial Education Resources for Young People (Students)

Watch   Read transcript

Feb. 21, 2019

Teaching Youth Financial Capability

Watch   Read transcript  Download slides

Jan. 31, 2019

Financial Well-Being Toolkit

Watch   Read transcript  Download slides

Jan. 17, 2019

Financial Education Resources for Community Colleges (Students)

Watch   Read transcript

Jan. 10, 2019

Credit Reports II

Watch   Read transcript  Download slides

Dec. 17, 2018

Credit Reports I

Watch   Read transcript  Download slides

Dec. 13, 2018

Paying Bills

Watch   Read transcript  Download slides

Nov. 29, 2018

Webinar on scams with OSA and OA

Watch   Read transcript  Download slides

Nov. 20, 2018

Measuring Financial Well-Being: Step-by-Step
Implementation for Employers

Watch   Read transcript

October 2018

Credit Freezes, Credit Scores and Identify Theft Webinar

Watch   Read transcript  Download slides

September 2018

Financial Well-Being pathways report and skill scale release

Watch   Read transcript  Download slides

August 2018

N/A

N/A

July 2018

Virtual currencies basics

Watch     Read transcript

May 2018

Your Money, Your Goals resources

Watch     Read transcript

April 2018

Measuring youth financial capability

Watch     Read transcript

February 2018

Fraud prevention for older adults

Watch     Read transcript

October 2017

Financial well-being national survey results

Watch     Read transcript

September 2017

Disaster recovery and preparedness

Watch     Read transcript

August 2017

Workplace financial wellness

Watch    Read transcript

July 2017

Youth financial literacy and savings behavior

Watch    Read transcript

June 2017

Principles for effective financial education

Watch    Read transcript

May 2017

Tools and resources for servicemembers and veterans

Watch    Read transcript

April 2017

Credit scores and reports

Watch    Read transcript

March 2017

Managing spending

Watch    Read transcript

February 2017

Debt collection resources

Watch    Read transcript

January 2017

Light-touch financial education on credit card debt

Watch    Read transcript

December 2016

Libraries as a financial education resource

Watch    Read transcript

November 2016

Helping youth to build financial capability

Watch    Read transcript

October 2016

Financial coaching

Watch    Read transcript

September 2016

Financial education programs serving immigrant communities

Watch     Read transcript

September 2016

CFPB Financial Education Exchange National Conference

Watch

July 2016

Federal financial education resources

Watch    Read transcript

June 2016

Take control of your auto loan

Watch    Read transcript

May 2016

Financial rules to live by

Watch    Read transcript

April 2016

Evidence-based insights: tips for strengthening financial education curriculum

Watch    Read transcript

March 2016

Money as You Grow

Watch    Read transcript

February 2016

Financial caregivers tools and resources

Watch    Read transcript

January 2016

Measuring financial well-being

Watch    Read transcript

November 2015

Owning a Home

Watch    Read transcript

September 2015

Tax time savings

Watch    Read transcript

August 2015

Your Money, Your Goals toolkit

Watch    Read transcript

July 2015

Consumer complaints

Watch    Read transcript

June 2015

Credit reports

Watch    Read transcript

May 2015

Financial well-being

Watch    Read transcript

Some of the recordings contain sound fluctuations that occurred when the files were converted to alternate file formats for publishing. We have attached a transcript for each recording that can be used in conjunction with viewing the presentation or as a quick way to obtain the content of the webinar in the event that you find the sound fluctuations too distracting. We apologize for any inconvenience this may cause and are continuing to seek ways to improve the sound quality of these recordings.