Save & Invest

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.

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.

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. 

Research paper on findings regarding consumer spending and financial management. Partner paper to worksheet and "Managing Spending: Ideas for Financial Educators" released by the Consumer Finance Protection Bureau (CFPB).

CFPB recently talked with consumers and found that many of them aspire to manage their spending better. We heard that people would like to use budgets and plans, but these tools can be hard to use in guiding spending decisions in the moment. Over 90 percent of the consumers CFPB talked with were interested in tools that could tell them how much money would be left in their budget if they bought something. These consumers said that spending feedback tools could help them curb impulse spending, manage spending on special occasions, and reduce uncertainty about their financial situation.