FSR / CFPB Financial Literacy Initiative



The Financial Services Roundtable (FSR) and the Consumer Financial Protection Bureau (CFPB) joined forces in January 2015 to create a public-private initiative to promote and encourage financial education across the country.

FSR works together with the CFPB to facilitate the understanding and sharing of information about financial education strategies, with a focus on encouraging financial education in K-12 schools, in the workplace, and in preventing the financial exploitation of older Americans.

This page houses resources for consumers highlighting related financial education initiatives and offerings from FSR member companies and from the CFPB. The CFPB is not affiliated with offerings from FSR member companies.

Click on the icons below to learn more about financial literacy programs from the CFPB and FSR member companies.


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Resources: Financial Literacy Tools


CFPB: Financial Education Research

This report provides a conceptual framework for defining and measuring success in financial education by delivering a proposed definition of financial well-being, and insight into the factors that contribute to it. This framework is grounded in the existing literature, expert opinion, and the experiences and voice of the consumer garnered through in-depth, one-on-one interviews with working-age and older consumers.

CFPB: Brochures and fact sheets

The CFPB has FREE financial education brochures, bookmarks, fact sheets, fliers, worksheets, and posters that can be downloaded and distributed in the community.

People’s United Bank

People’s United Bank provides online financial calculators, budgeting tools, and investment resources to assist individuals in reaching their financial goals. Tools and resources include saving, budgeting, mortgage, credit line, small business, college and retirement planning, bond investing, and option trading.

Visa Inc.’s Practical Money Skills for Life Resources

Practical Money Skills

Voya Retirement Research

Retirement Ready Index media kit, includes infographics that you can download: