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Financial Literacy Update

March / April

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.

Financial Literacy Update provides brief descriptions and web links for events in chronological order. It lists new initiatives and resources (with web links) in alphabetical order. We welcome your feedback.

Have an upcoming financial literacy event, new tool, or product? Please e-mail us at Online versions of Financial Literacy Update are available at


Financial Coaching Fundamentals and Specialty Training on the Web
March-April 2019 (Nationwide)
Change Machine offers regularly scheduled web-based training on financial coaching. The presentations cover financial security fundamentals and specialized topics.

Next Gen Personal Finance FinCamp
March-April 2019 (Nationwide)

Next Gen Personal Finance (NGPF) offers these one-day, professional development workshops for personal finance educators. There is no cost to attend.

Teacher Workshops in Southeastern U.S.
March-April 2019

The Federal Reserve Bank of Atlanta sponsors numerous teacher workshops and events in Alabama, Florida, Georgia, Louisiana, Mississippi, and Tennessee. These events cover a variety of financial capability and economics topics.

Financial Literacy Seminar Series in D.C.
March-May 2019 (Washington, D.C.)

The Board of Governors of the Federal Reserve System and the Global Financial Literacy Excellence Center (GFLEC) at George Washington University sponsor this initiative bringing together academics, practitioners, policymakers, and other experts to present and discuss cutting-edge research in financial literacy. The seminars are open to the public.

National Consumer Protection Week
March 3-9, 2019 (Nationwide)

The Federal Trade Commission (FTC), other federal agencies, and nonprofit organizations sponsor this event. The event, the website, and a blog help people understand their consumer rights and make well-informed decisions about money.

NCRC Annual Conference
March 11-13, 2019 (Washington, D.C.)

The National Community Reinvestment Coalition’s annual conference brings together community nonprofits, policymakers, government officials, small businesses, banks, and academia to discuss creating a just economy. NCRC’s National Neighbors Silver initiative will also include the sixth annual Age-Friendly Banking Convening.

Real World Camp
March 14-April 25, 2019 (N.D.)

The North Dakota Jump$tart Coalition sponsors this free event for students in grades 5 through 8 in Jamestown, Minot, Bismarck, Williston, and Fargo. Students find out what it takes to be “grown up” financially for a day.

Fintech for Social Impact
March 19, 2019 (Boston, Mass.)

The Federal Reserve Bank of Boston hosts this event to discuss financial technology (fintech) and its ability to address financial security for Americans.

Annual Conference on Financial Education 
March 25-27, 2019 (Denver, Colo.) 

The Institute for Financial Literacy hosts its Annual Conference on Financial Education. The conference offers professional development and networking opportunities for those involved in financial literacy education.

Building the Best Webinars 
March 28, 2019 (Nationwide)

The Association for Financial Counseling and Planning Education (AFCPE) hosts this webinar that teaches—and models—different strategies to make webinars fun, engaging, and effective.

Dinner With an Economist
March 28, 2019 (Little Rock, Ark.)

The Little Rock Branch of the Federal Reserve Bank of St. Louis invites professors and high school teachers and their students to this event. An economist will discuss consumer debt in the U.S. The event is free, but registration is required.

Teach Children to Save Twitter Chat
March 28, 2019 (Nationwide)

The American Bankers Foundation will guest host the Wide Breads weekly Twitter chat to share the best resources that instill smart money practices

Money Smart Week
March 30-April 6, 2019 (Nationwide)

Money Smart Week is a public awareness campaign designed to help consumers better manage their personal finances. Hundreds of organizations across the country—including businesses, financial institutions, schools, libraries, nonprofit groups, government agencies, and the media—come together to stress the importance of financial literacy.

Money Wi$er Personal Finance for Colorado Teachers
April-June 2019

The Colorado Office of the Attorney General in partnership with the Colorado Jump$tart Coalition, the Colorado Department of Education, and Economic Literacy Colorado sponsors these workshops. The goal of these workshops is to help teachers acquire the knowledge and develop the skills they need to deliver personal finance to their students.

Teach Children to Save Day 2019
April 12, 2019 (Nationwide)

Teach Children to Save, a program sponsored by the American Bankers Association (ABA) Foundation, brings together students and bankers to promote savings education. The foundation invites bank volunteers to visit classrooms and share information with students about fundamental money skills.

Coaching Essentials
April 16-17, 2019 (Calistoga, Calif.)

The AFCPE hosts this webinar on the philosophy and principles of coaching.

Financial Freedom for Prisoners: Reducing Recidivism
April 24, 2019 (Nationwide)

The AFCPE hosts this webinar that looks at the importance of providing financial education to the prison population, as well as practical ways to effectively work with prisoners.

10th Annual Fostering Financial Education in Maine Schools Conference
May 9-10, 2019 (Augusta, Maine)

The Maine Jump$tart Coalition sponsors this conference.

EMERGE Financial Health Forum
May 14-16, 2019 (Scottsdale, Ariz.)

The Center for Financial Services Innovation (CFSI) sponsors this conference on consumer financial health that brings together innovators to explore “Trust, Tech, and Transparency.”

Classroom Connections: A Personal Finance Workshop for Granite State Teachers
May 15, 2019 (Merrimack, N.H.)

The New Hampshire Jump$tart Coalition sponsors this conference.

2019 National Bank On Conference
May 29, 2019 (Washington, D.C.)

The Cities for Financial Empowerment (CFE) Fund sponsors this conference that brings together key stakeholders from multiple sectors across the country to discuss innovations in safe and affordable financial products, strategies for banking access connectivity, and measuring banking access success.

Operation HOPE Global Forum
May 29-31, 2019 (Atlanta, Ga.)

Operation HOPE sponsors this sixth annual global forum where leaders outline a vision for the future of the modern global economy. Meet with heads of state and C-suite and community leaders from the public and private sector from around the world for three days of discussions, networking, and turning ideas into action.

The Best of Personal Finance Teaching Tools
May 30, 2019 (St. Louis, Mo.)

The Federal Reserve Bank of St. Louis sponsors this one-day event for teachers. The event is free, but registration is required.

$tart $mart Teacher Summit
June 20-22, 2019 (Salt Lake City, Utah) 

The Utah Jump$tart Coalition sponsors this summit where educators will receive in-depth training on a variety of financial and economic literacy topics. 

Keys to Financial Success
July 9-13, 2019 (Philadelphia, Pa.)

The Federal Reserve Bank of Philadelphia sponsors this five-day professional development program acquainting high school educators with the Keys to Financial Success personal finance course.

Making Sense of Money and Banking
July 22-26, 2019 (Philadelphia, Pa.)

The Federal Reserve Bank of Philadelphia sponsors this five-day professional development program that includes a session on the history of central banking. Emphasis is placed on active- and collaborative-learning teaching methods and curriculums for teaching money and banking in the K-12 classroom.

Coaching Essentials
August 8 and 22, 2019 (Nationwide)

The AFCPE hosts this webinar on the philosophy and principles of coaching.

Council for Economic Education’s Annual Financial Literacy & Economic Education Conference
October 4-5, 2019 (Los Angeles, Calif.)

The Council for Economic Education conference is a nationwide gathering of educators. The conference features a diverse selection of presentations, workshops, and events to enable educators to raise the level of economics and financial literacy among K‒12 students.


2019 ABLE National Resource Center Ambassadors
The National Disability Institute manages the ABLE National Resource Center to provide information about the Achieving a Better Life Experience (ABLE) accounts for persons with disabilities. The ABLE Ambassadors are national spokespersons who provide a human face to the ABLE program. The Ambassadors will share their knowledge and successes using their ABLE accounts and motivate others to take advantage of the benefits of being an ABLE account owner.

2019 High School Student Scholarship Contest
The Utah Jump$tart Coalition sponsors this contest for Utah high school seniors who produce creative, informative YouTube videos about keeping college debt to a minimum. Six students can win a $1,250 scholarship. Applications are due by March 15, 2019.

Bank On Startup Grant
The CFE Fund’s Bank On Startup Grant supports new or newly re-launched Bank On coalitions in laying the foundation and developing the necessary infrastructure for coalition success. These capacity-building grants support local coalitions in the adoption of the Bank On National Standards and in launching or re-launching local Bank On initiatives. The CFE Fund will make grants of up to $5,000 on a rolling basis.

Foundation for Financial Planning Grant Opportunity
The Foundation for Financial Planning is accepting grant applications from nonprofit organizations whose programs link pro bono financial planners to people in need. The programs should include one-on-one engagements between pro bono clients and planners, and they should be scalable, replicable, and sustainable. The grants range from $5,000 to $40,000, and applications may be submitted through April 30, 2019.

LifeSmarts Online Consumer Challenge
The National Consumers League hosts LifeSmarts, an online competition open to all students in grades 6–12. This September, LifeSmarts celebrates 25 years of empowering teens to become smart, savvy consumers. Each month, LifeSmarts focuses on a different category important to teen consumers: personal finance, health and safety, consumer rights, technology, and the environment. Students compete online and in person throughout the year to win scholarships and prizes. Experts in LifeSmarts subject areas are also needed to serve as judges and officials at the state and national competitions.

National Personal Finance Challenge
The Council for Economic Education sponsors this financial literacy competition in which middle and high school students showcase their knowledge of important personal finance topics for a chance to win prizes.

Request Banker-Led Financial Education Sessions
Community organizations, educators, faith-based ministries, senior centers, and other groups can connect with a banker and request free presentations from any of the ABA Foundation’s financial literacy programs, including Get Smart About Credit, Safe Banking for Seniors, and Teach Children to Save. Visit to connect with a banker. Bankers can opt in to participate by visiting to register for each of the programs.

Save Your Refund 2019
The nonprofit Commonwealth teams up with the America Saves campaign to sponsor the nationwide Save Your Refund sweepstakes to encourage saving at tax time. For the 2018 tax filing season, tax filers age 18 and older who receive a federal tax refund and save part of that refund using Internal Revenue Service Form 8888 can enter the sweepstakes to win prizes.

Virtual Financial Education Volunteer Opportunity: InvestWrite Student Essay Judge
The SIFMA Foundation sponsors this writing competition that complements the Stock Market Game and integrates critical thinking and language arts components to reinforce the financial decision-making skills students learn in the classroom. Students submit essays that are graded by a volunteer corps of financial professionals. People interested in being a judge should visit the website for more information.


2018 Financial Literacy Annual Report
The Consumer Financial Protection Bureau (CFPB) has released its latest report on financial literacy.

2019 Prosperity Now Scorecard
The Prosperity Now Scorecard is a comprehensive resource featuring data on family financial health and policy recommendations to help put all U.S. households on a path to prosperity.

AARP-Small Business Administration Webinars
The AARP and the U.S. Small Business Administration (SBA) host new webinars and republish previous webinars to educate people who want to start businesses or expand existing ones.

Commonwealth’s Suite of Financial Entertainment Games
Commonwealth offers this suite of financial entertainment games to turn learning financial concepts into fun and engaging activities that lead to real-world action.

Consumer Education Placemats
The CFPB has created this resource to help older adults protect themselves from fake charity scams. The placemat is part of a series of consumer education placemats that meal service providers can share with meal deliveries or at group meal sites. The placemats are free to order in bulk.
This Federal Trade Commission (FTC) website contains free resources about credit, debt, identity theft, and avoiding scams, as well as budgeting, opening a bank account, shopping for prepaid cards, and managing money in general. The website is available in Spanish at

Consumer Sentinel
The FTC manages this website where consumers can register complaints that help the agency detect patterns of fraud and abuse.

The 2019-20 Free Application for Federal Student Aid (FAFSA) form launched on October 1, 2018. This year, students can fill out the FAFSA form using the new myStudentAid app and the redesigned website. Please encourage students to spend time on their phones! In addition to the new app, the website was redesigned so the site’s pages fit the screen size and shape of any device, including desktop or laptop computers and mobile devices.

FDIC Consumer News: Tax Season and Your Refund Options
This edition of the FDIC’s Consumer News newsletter provides tips to ensure tax refunds arrive as quickly and safely as possible, as well as some ideas on how to get the most out of the refund.

FDIC Insurance Deposit Education Materials
The FDIC has made significant improvements to its deposit insurance education materials. The changes are designed to allow the public to quickly access basic information while still offering the traditional in-depth and comprehensive deposit insurance information.

Financial Well-Being of Older Adults
The CFPB offers this report that describes the distribution of financial well-being scores for adults ages 62 and older in the United States, and the relationship between financial well-being and age.
This FTC website is the federal government’s one-stop resource to help people report and recover from identity theft. It is available in Spanish at
The National Credit Union Administration’s (NCUA) official consumer protection website,, and its financial literacy microsite, Pocket Cents, offer educational information, resources, and articles designed to help individuals make smarter financial decisions and better choices with their money.
This U.S. Department of the Treasury site is a one-stop shop for Americans looking for financial education information and resources from across the federal government. The website highlights MyMoney Five, a research clearinghouse with information and games focused on youth and a section on disaster recovery tools.

OCC Financial Literacy Resource Directory
The OCC offers numerous resources important to bankers, organizations, and consumers of all ages. Visitors to the website can browse by topic or perform keyword searches, which enables more efficient information searches within the directory.

Office of Servicemember Affairs—Annual Report
The CFPB Office of Servicemember Affairs monitors and analyzes complaints from servicemembers, veterans, and their families (collectively referred to as “servicemembers” in this report). Complaints submitted by servicemembers serve as a key initial indicator of emerging issues and continuing trends in the financial marketplace. This report provides data and analysis around the most common complaints submitted by servicemembers, and highlights emerging issues and continuing trends facing servicemembers in the financial marketplace.

Online Lesson Plans and Resources
The Federal Reserve Bank of Philadelphia offers these resources from the Federal Reserve System, including free, downloaded lesson plans for various grade levels for educators’ use. Some of the more popular publications are also available in PDF.

Ramp It Up
Commonwealth offers this college readiness app that helps high school students develop baseline financial capability to help them make decisions related to paying for college.

Safe Banking for Seniors En Espanol
The ABA Foundation’s Safe Banking for Seniors comprehensive collection of resources to help protect older adults from financial exploitation are now available in Spanish. Bankers can visit to access the materials free.

SEC Alerts and Bulletins
The U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy provides numerous news alerts and bulletins for individual investors. Learning how to invest wisely and safely can assist investors in reaching their financial and retirement goals. These reports help inform investors about fraud and other information relevant to investing in stocks, bonds, mutual funds, and other securities.

Tax Resources for 2019
Next Gen Personal Finance offers these resources for the 2019 tax filing season.

Youth Financial Education Website
The CFPB offers this site that features free activities high school teachers can use to easily incorporate financial capability activities into their classrooms, no matter the subject they teach.