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Resources for employers

We provide free tools and tips to help organizations improve the financial well-being of their workers. 

People make important personal money decisions in the workplace. At the same time, they are often coping with money stresses. Improving the financial well-being of workers can help organizations function better.

Share resources with your workforce

Consumer tools

Find answers to common questions, planning tools for major decisions, and tips for day-to-day money management—at no cost.

Savings resources

Having savings on hand for emergencies is important for financial well-being. Share our tools to help people save up for goals, and weather shocks and surprises

Order publications

Order and download free booklets, placemats, and worksheets on a full range of money topics to hand out to your workers.

Download banners

Use our banner images to link from your internal e-mails, newsletters, or intranet to CFPB online resources.

Build a financial wellness program

Start here to build a foundation for a culture of financial well-being.

Understand the basics

Get to know the definition of financial well-being and how organizations are incorporating it into their programs.

Webinar: Financial well-being in the workplace

Eight steps to launch a workplace financial wellness program

Workplace financial wellness: a resource guide

Focus on five principles to help your financial education program deliver results

Effective education can move people from good intentions to actions. Our principles can help.

Using the five principles of effective financial education in your workplace

Ways to help your workforce save

Measure financial well-being in the workplace

With just 10 rigorously tested and validated questions, you can measure financial well-being in your workforce. Use the financial well-being scale to compare groups and observe changes over time.

Try the questionnaire yourself

Getting started with measuring financial well-being: a toolkit

Measuring and scoring financial well-being

Explore the research

The CFPB conducts a number of studies focused on financial education and workplace wellness. Use these resources to help you understand how your workplace can be part of improving financial well-being nationwide.

Financial well-being in America

This report presents an overview of financial well-being in the United States.

Pathways to financial well-being

This study explores the link between financial skills and financial well-being.