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Office of Financial Education – Community Financial Access Pilot

Financial Education Resources

This list provides summaries and links to financial education resources that may be useful to Community 

Financial Access Pilot sites and other community initiatives serving general audiences. Please review the 

information to make a determination as to whether the resources are appropriate for your community.

U.S. Government Resources

These resources are generally provided free (or for a nominal fee) and without copyright restrictions. 

U.S. Financial Literacy and Education Commission: www.MyMoney.gov

A free resource providing links to U.S. Government financial education resources on a wide range of topics. 

Taking Ownership of the Future: the National Strategy for Financial Literacy is also available on this webpage.

Federal Reserve Bank of Dallas: Building Wealth: A Beginner's Guide to Securing Your Financial 

Future

This curriculum helps individuals and families develop a plan for building personal wealth; it addresses setting 

financial goals, seeking guidance, budgeting, saving and investing, and managing debt.

http://www.dallasfed.org/ca/wealth/index.cfm

Department of the Treasury, Bureau of the Public Debt: Money Math: Lessons for Life

Money Math is a four-lesson curriculum supplement for middle school math classes; it includes a teacher's 

guide with lesson plans, reproducible activity pages, and teaching tips.

http://www.treas.gov/offices/domestic-finance/financial-institution/fin-education/council/lessonsforlife.shtml

Federal Deposit Insurance Corporation: Money Smart

Money Smart is a training program to help adults outside the financial mainstream enhance their money skills 

and create positive banking relationships. It helps adults enhance their money management skills, understand 

basic financial services offered by the financial mainstream and build their financial confidence to use banking 

services effectively. The Money Smart curriculum is comprised of comprehensive instructor-led modules 

covering basic financial topics including an introduction to bank services, tips on obtaining credit and buying a 

home. A Money Smart for Young Adults program is also available as is a self-study computer-based instruction 

version. http://www.fdic.gov/consumers/consumer/moneysmart/overview.html

Federal Reserve Bank of Atlanta: Personal Finance Curriculum

As part of the Federal Reserve Bank of Atlanta’s community relations program, a personal finance curriculum 

for middle-school students is available online.

http://www.frbatlanta.org/invoke.cfm?objectid=83FD4974-9AF0-11D5-898400508BB89A83&method=display

U.S. Department of Agriculture, Cooperative State Research, Education, and Extension Service: 

Financial Security in Later Life

This initiative seeks to help people improve personal finance behaviors leading to financial security in later life, 

enhance the capacity of local educators and their partners to deliver effective programs, and increase economic 
OFE/CFAP 10/08

vitality and quality of life for families and communities. The webpage also includes links to other consumer 

financial education resources. http://www.csrees.usda.gov/nea/economics/fsll/cons_tools.html

Office of the Comptroller of the Currency: Financial Literacy Resource Directory

The Office of the Comptroller of the Currency encourages bank participation in financial literacy initiatives. 

Involvement in these programs helps banks develop new customers while enhancing their visibility in the 

communities they serve. Bank participation in financial literacy programs also may receive positive 

consideration under the Community Reinvestment Act. A Financial Literacy Resource Directory is available.

http://www.occ.treas.gov/cdd/finlitresdir.htm

Office of Thrift Supervision 

The Office of Thrift Supervision provides information on topics of general financial literacy including mortgage 

counseling and foreclosure prevention, as well as information on topics related to banking.

http://www.ots.treas.gov/?p=ConsumerResources

Federal Reserve: Personal Financial Education

The Federal Reserve provides economic literacy materials to help students and the public better understand the 

U.S. economy and the role of the Federal Reserve. Each of the twelve Federal Reserve Banks supports this 

objective through a wide variety of education partnerships, publications, learning tools, and student challenge 

contests. Links to Financial Education resources offered through each of the twelve Federal Reserve banks are 

available through the Personal Financial Education website.

http://www.federalreserveeducation.org/FRED/?CFID=1150252&CFTOKEN=68450660

Other Resources

These resources are not provided by the U.S. Government, and are not endorsed by the U.S. Department of the 

Treasury. Some of these may charge a fee for resources.

National Financial Education Network Database for State and Local Governments

The Web site was developed by the National Association of Government Defined Contribution Administrators

in consultation with the Financial Literacy and Education Commission's National Financial Education Network, 

and provides links to financial education resources of state and local government entities.

www.flecnationalnetwork.org

Financial Education Clearinghouse

The National Endowment for Financial Education hosts the Financial Education Clearinghouse to support the 

delivery of community-level financial literacy programs especially aimed at certain segments of society, 

including the newly employed, young workers, individuals moving from welfare to work, and immigrants. The 

Clearinghouse is a listing of classroom and self-help educational materials. These resources have been used 

successfully for a variety of diverse populations with special needs, such as cultural sensitivity, low income, low 

literacy, and challenging life circumstances. http://www.nefe.org/tabid/89/Default.aspx

Jump$tart Coalition for Personal Financial Literacy 

Jump$tart provides an on-line clearinghouse of personal financial education materials. Many, but not all, are 

geared toward youth. http://www.jumpstart.org/search.cfm

For More Information and Assistance

U.S. Department of Treasury Office of Financial Education Technical Assistance Center at

(202) 622-9372 or by email at http://www.treas.gov/offices/domestic-finance/financial-institution/fineducation/contacts.shtml.