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.

Tools and resources to use with the people you serve

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We've gathered our tools, worksheets, and handouts by topic. You can use these resources with the people you serve. You can also download the inventory  of materials that are available.

Resources for financial educators

Financial well-being

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.

Financial coaching

We’ve identified implications for financial education practitioners and how they can incorporate elements into their client work. The CFPB also provides the services of 60 certified financial coaches nationwide to veterans and economically vulnerable consumers in transition.

Webinar training

View our growing library of webinars or read the transcripts. Each webinar is added to the archive a few weeks after its presentation date.