Financial Education
Press Releases
- New Research Shows Most American Households Do Financial Planning, But the Extent of This Planning Varies Greatly, 09/18/2013. (PDF)
- New Report: Middle Class Americans Acknowledge Past Financial Mistakes, 09/18/12. (PDF)
- Many Families Struggle to Make Ends Meet, But Those With a Financial Plan Feel and Do Better, 07/23/12. (PDF)
Testimony & Comments
- Stephen Brobeck Testimony on Improving Financial Literacy before House Financial Services Committee, 04/15/08. (PDF)
- Testimony of CFA's Stephen Brobeck before the Senate Committee on Homeland Security and Governmental Affairs Subcommittee of Government Management, the Federal Workforce, and the District of Columbia Regarding the Federal Government's Role in Empowering Americans to Make Informed Financial Decisions, 04/30/07. (PDF)
- Testimony of Stephen Brobeck before the Senate Banking, Housing & Urban Affairs Committee Regarding the Role & Limits of Financial Education, 05/24/06. (PDF)
Studies
- New Research Shows Most American Households Do Financial Planning, But the Extent of This Planning Varies Greatly, 09/18/2013. (PDF)
- The Financial Status and Decision-Making of the American Middle Class 09/18/12. (PDF)
- 2012 Household Financial Planning Survey, 07/23/12. (PDF)
- Household Financial Planning Survey Documents, 07/23/12. (PDF)