Enhance the ways you advocate for others with our research and materials
If you are a financial practitioner, educator or other professional who helps consumers plan and manage their money, these materials will help you strengthen your professional practice.
Resources to share with the people you serve
We have guides to help people understand and plan for big financial goals, answers to hundreds of financial questions, and more.
Comparison shopping: Explore Credit Cards
Comparison shopping is a key financial skill. The Explore Credit Cards tool helps people put this skill into practice.
Select the card features you want and see apples-to-apples comparisons from our data set of hundreds of cards—no registration required and no paid promotions.
Explore Credit Cards toolStrengthen your outreach and engagement
See research and best practices for coaching
See financial coaching reportsPromote behavior change with money motivations
Use five principles for effective financial educationToolkit: How you can apply the principles
Learn about the principlesIncorporate the building blocks of financial capability for children and youth
Learn about the building blocks Teach the building blocksHelp front line staff increase financial empowerment
Learn more about Your Money, Your GoalsWatch webinars and build your knowledge of money issues
Browse webinars on YouTubeTenant background checks: Help people understand their rights
The CFPB has worked with other federal agencies to gather information that helps people understand tenant background checks, also called resident or tenant screening reports.
You can share this information with the people you serve, so that they can spot problems and get help.
Review tenants’ rights and protections and where to find helpHelping groups in special situations
Share these resources with people or groups you work with to help them improve their financial understanding and well-being.
Helping people through your profession or organization
Tools and materials you can use to strengthen your professional programs and offerings.
Worksheets and fact sheets
Use our brochures, handouts, and worksheets to create a budget, learn about your rights, send money abroad, save at tax time, and more.
Browse worksheets and fact sheets