Save & Invest

The Office of the Comptroller of the Currency (OCC)'s Financial Literacy Update is a bimonthly e-newsletter that reports financial literacy events, new initiatives, and related resources of the OCC and other government agencies and organizations.

This directory provides information on financial literacy resources, issues and events that are important to bankers, organizations, and consumers of all ages. The directory includes descriptions and contact information for a sampling of organizations that have undertaken financial literacy initiatives as a primary mission, government programs, fact sheets, newsletters, conference materials, publications, and links to Web sites.

We’re here to support the teachers, administrators, and community leaders who help students build financial knowledge, skills, and habits. The tools and resources listed here show recommended policies and practices for K–12 financial education.

Worksheet to help consumers create their own customized financial rule of thumb for meeting savings goals.

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.

How to file a complaint against your credit union. National Credit Union Administration's Consumer Assistance Center.

This report describes the results of a CFPB-commissioned a study to rigorously evaluate the impact of financial coaching. The study found that access to financial coaching resulted in measurable gains in three areas: money management; objective financial health metrics like savings, debt levels, and credit score; and subjective feelings of financial confidence and financial well-being.

This digest has tips for financial educators to help consumers modify common financial guidance rules to fit their own resources, circumstances, and aspirations. 

An essential part of the mission of the Consumer Financial Protection Bureau is to empower consumers to take more control over their financial lives. That’s why we’ve made financial education a critical component of our work.The Bureau’s strategy to improve financial literacy has two key aspects. Fundamental to this strategy is identifying financial education approaches that provide youth with opportunities to develop the knowledge, skills, habits, and capabilities that will serve them as adults. The report highlights some of these efforts.

This report describes the results of focus groups with consumers on common financial guidelines. The CPFB learned that many consumers are aware of and interested in financial guidelines or rules of thumb. However, many consumers also face difficulties in acting on these rules, and were interested in customizing rules for their own situations – what we call “financial rules to live by.”