Financial Literacy Digest: Fall 2025

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Collection: Financial Literacy Digests

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The Office of the Comptroller of the Currency's (OCC) Financial Literacy Digest is a quarterly e-newsletter that lists events, initiatives, and other resources offered by the OCC and other government agencies and organizations. (View disclaimer)

Now in Session: Financial Literacy Education
New Resources and Initiatives

Now in Session: Financial Literacy Education

Throughout the year, organizations convene to discuss developments in financial literacy. This digest highlights opportunities to learn more about personal finance education this fall, as well as other valuable resources offered by financial literacy education organizations. Listed events link directly to sponsors' websites.

Date(s) & Location	Event
October 6–8; Chicago, Ill.	CFP Board Connections Conference Certified Financial Planner Board
October 7–10; Salt Lake City, Utah	ACP 2025: Annual Conference for Fiduciary Advisors Alliance of Comprehensive Planners
October 13; Arlington, Va.	Elder Fraud Prevention Summit American Bankers Association Foundation
October 16–17; Oxon Hill, Md.	SFEPD 17th Annual Financial Literacy Leadership Conference Society for Financial Education & Professional Development
October 17–18; New Orleans, La.	CEE 64th Financial Literacy & Economic Education Conference Council for Economic Education
October 20–22; Omaha, Neb.	WIFS 2025 Annual Conference Women in Insurance & Financial Services
November 3–4; Chicago, Ill.	NAAIM Outlook Conference National Association of Active Investment Managers
November 3–5; Las Vegas, Nev.	FPA Annual Conference 2025 Financial Planning Association
November 7–9; Boston, Mass.	Jump$tart National Educator Conference Jump$tart Coalition for Personal Financial Literacy
November 17–18; New York City, N.Y.	Strategy Forum 2025 Investments & Wealth Institute
November 18–20; Phoenix-Glendale, Ariz.	2025 AFCPE Symposium Association for Financial Counseling & Professional Education
December 1–3; Atlanta, Ga.	2025 HOPE Global Forum Operation HOPE, Inc.
January 21–23; San Diego, Calif.	AICPA & CIMA Personal Financial Planning Symposium Association of International Certified Professional Accountants and Chartered Institute of Management Accountants

New Resources and Initiatives

Biennial Survey of K-12 Economic & Financial Education
This biennial survey from the Council for Economic Education provides insight into progress in K-12 economic and financial education in the United States. The survey includes data from the 50 states and District of Columbia.

Impersonation Schemes and Relationship Investment Scams ‒ Protect Yourself
These web pages from the U.S. Securities and Exchange Commission describe how fraudsters may impersonate organizations or individuals to lure victims into scams. They also describe how relationship investment scams reach people to trick them into making phony investments.

Interim Update: National Report Card on High School Financial Literacy
This 2025 interim report from the Champlain College Center for Financial Literacy describes data on high school financial literacy programs.

What Matters to Consumers When Assessing Information for Financial Decision-Making?
This study from the FINRA Investor Education Foundation shares consumers' sentiments about their money management decisions, including the factors consumers consider in their decision-making.

For more resources, visit the OCC's Financial Literacy Resource Directory, which contains resources published in previous Financial Literacy Digests.

Visit the Financial Literacy Resource Directory

OCC Community Affairs: Learn More

See other OCC Community Affairs publications.
Have a financial literacy event worth noting? Rolling out a new financial education initiative or product? Contact OCC Community Affairs.

Disclaimer

The information in the Financial Literacy Digest was obtained from publicly available sources. Inclusion of a non-OCC event, activity, product, or hyperlink in this newsletter does not constitute an endorsement by the OCC. The OCC does not exercise editorial control over any of the information in non-OCC websites and cannot guarantee the accuracy of the information.