Resources for financial educators

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.

Upcoming webinar

Join us for a free webinar on Thursday, Jan. 26, from 2–3 p.m. EST, to learn about new CFPB research on promising strategies to help consumers simplify financial choices and reduce credit card debt. Learn about resources on how to help consumers gain control over credit card spending using money “rules to live by.”

Email CFPB_FinEx@consumerfinance.gov to reserve your spot.

Missed a webinar? View past webinars

Resources for financial educators

See the whole inventory of materials that you can access, download, and use for free. Or order CFPB financial education materials .

Understanding the financial education field

Get to know the landscape of the financial education field and the challenges other financial educators are facing.

Understanding consumers

Gain insights into consumer behaviors, motivations, perceptions, and attitudes. Understand the challenges facing consumers in the financial products and services marketplace.

Tools for financial educators

Review a few tools and techniques to improve your effectiveness and service to consumers.

Webinar archive

Each webinar is added to the archive a few weeks after its presentation date.

Helping youth to build financial capability
November 2016
Watch the recording | Read the transcript
Financial coaching
October 2016
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Financial education programs serving immigrant communities
September 2016
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Federal financial education resources
July 2016
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Take control of your auto loan
June 2016
Watch the recording | Read the transcript
Financial rules to live by
May 2016
Watch the recording | Read the transcript
Evidence-based insights: tips for strengthening financial education curriculum
April 2016
Watch the recording | Read the transcript
Money as You Grow
March 2016
Watch the recording | Read the transcript
Financial caregivers tools and resources
February 2016
Watch the recording | Read the transcript
Measuring financial well-being
January 2016
Watch the recording | Read the transcript
Planning for Retirement
December 2015
Watch the recording | Read the transcript
Owning a Home
November 2015
Watch the recording | Read the transcript
Tax time savings
September 2015
Watch the recording | Read the transcript
Your Money, Your Goals toolkit
August 2015
Watch the recording | Read the transcript
Consumer complaints
July 2015
Watch the recording | Read the transcript
Credit reports
June 2015
Watch the recording | Read the transcript
Financial well-being
May 2015
Watch the recording | Read the transcript

Videos

We’ve created a portfolio of ideas for helping with common money management challenges. Two challenges are described in the short videos below.