Core Initiatives

  1. To empower Americans to achieve their life goals through the prudent and informed management of their financial resources.
  2. To help instill in all Americans the commitment to save toward the realization of their financial goals and their future financial security.
  3. To assist consumers in understanding and actively participating in the management of their investments.
  4. To better prepare all Americans for their retirement years.
  5. To encourage in the nation's young people an understanding of personal financial planning and the acquisition of sound money management skills.
  6. To effect the financial education of individuals in special circumstances, and to support the development and delivery of programs and materials related to their unique needs.
  7. To expand the financial literacy body of knowledge through research in support of developing a discipline that prepares educators and other intermediaries to improve the financial well-being of the public.
  8. To support proactive research of consumer, social, and business trends; underlying assumptions; attitudes; root causes; and related facets of financial well-being whose outcomes achieve innovative and actionable financial education solutions.
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