OCC - Office of Comptroller of Currency
10/02/2025 | Press release | Distributed by Public on 10/02/2025 10:18
Financial Literacy Digest: Fall 2025
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
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.
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For more resources, visit the OCC's Financial Literacy Resource Directory, which contains resources published in previous Financial Literacy Digests.
OCC Community Affairs: Learn More
OCC - Office of Comptroller of Currency published this content on October 02, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on October 02, 2025 at 16:19 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]