Financial Literacy

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Financial Literacy : Helping Americans Understand Their Personal Finances

It is a duty of the nation's Certified Public Accountants to promote financial literacy by helping Americans understand their personal finances and develop money management skills. Financial education is a lifelong endeavor—from children learning about the value of money to adults understanding how to reach a secure retirement.

360 Degrees of Financial Literacy is a consumer-oriented Web site supporting a multi-faceted effort spearheaded by the AICPA with the support of state CPA societies. The program encourages CPAs to take a broad leadership role in volunteering to educate the American public, from school children to retirees, on financial topics that apply specifically to their particular stage of life. The concept of 360 degrees involves a comprehensive, life-stage approach to financial education. The overriding message is that financial education is a lifelong endeavor, from a child putting pennies in a piggy bank to adults reaching a secure retirement. You will find information about a variety of initiatives that you can be part of to enhance the financial literacy of your clients and people in your communities.

In addition to the consumer site, be sure to visit the CPA Resource Center that features what you need as a professional to get involved in this exciting project. The Center includes links for free CPE as well as a registration page for the volunteer database, helpful Mobilization Kits and other useful resources you need to get started. Learn More

View the following video clips on Financial Literacy from the 2008 Advance PFP Conference:

Financial Literacy Luncheon Presentation - an update on 360 Financial Literacy Program

Financial Literacy - featuring Michael Goodman, CPA/PFS and Robert Baldwin, CPA/PFS

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Financial Literacy Helping Americans Understand Their Personal Finances

Video: The AICPA promotes financial literacy by helping Americans understand their personal finances and develop money management skills. Access links to various resources that assist with financial literacy education.
Published on May 03, 2013

AICPA-Harris Interactive Financial Planning Poll Results

Survey: In an effort to understand the general public's attitudes about personal finances, the AICPA teamed with Harris Interactive in a recent survey of U.S. adults. These statistics will enable PFP Section members to better understand the actions that consumers have taken as they prepare for the future.
Published on May 05, 2010

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