Financial Literacy


Request a Financial Presentation Today!

To request a financial literacy presentation, kindly fill out this form and a we will do our best to fill this request.

High School Financial Planning Program

CalCPA offers a free, fully interactive financial literacy program for students in grades 8-12. The program is designed to be relevant and engaging for students and covers six topics: money management, borrowing, earning power, investing, financial services and insurance. The presentations are flexible and can stand alone or be ongoing. CalCPA provides Instructor Materials and Student Guides in partnership with the National Endowment for Financial Education. Materials are available in hard copy and digital formats.
Find out more about the High School Financial Planning Program.

Dollars & Sense

CalCPA’s Dollars & Sense program consists of CPA-led workshops hosted by legislators, community groups, schools and businesses to help improve Californians’ financial literacy. These workshops provide tips on how to better manage your money, improve savings and investment strategies, save on taxes, and more.

Learn more about Dollars & Sense.

Financial Smarts for Teachers

CalCPA, the California Jump$tart Coalition and the California Council on Economic Education collaborated on a financial literacy program designed specifically to help teachers manage their finances. Studies consistently show that teachers who feel more confident about their own personal financial planning skills feel more confident bringing financial literacy into their classrooms. The lessons cover seven topics: financial planning, saving & investing, credit, retirement, home ownership, risk management and taxes.

Read more and request a Financial Smarts for Teachers presentation.

Disaster Recovery

CalCPA members provide free financial counseling services to victims of California disasters. Volunteers are available to assist victims with filing insurance claims, filing casualty losses on their income tax returns, cash flow planning and other services. CalCPA also provides free resource guides to help victims navigate the financial recovery process.

Learn more about financially preparing for and recovering from a disaster.

Financial Empowerment Podcasts

Financial Empowerment is a service of CalCPA Institute. Monthly podcasts help consumers make sense of today’s complex financial issues. Podcasts are approximately fifteen minutes in length.

Listen to the latest Financial Empowerment podcast.

Questions and topic suggestions should be submitted to

Get involved as a CalCPA Financial Literacy Volunteer Today

Interested in improving the financial lives of Californians? Sign up to be a financial literacy volunteer today. Just sign in to your CalCPA member profile and select “financial literacy” as an interest to be added to the volunteer list. When there is a financial literacy need in your local chapter, you will be notified with an opportunity to volunteer. 

Financial Literacy Volunteer Resources

Resources are available to support CalCPA financial literacy volunteers as they deliver financial education to the public. Some of these resources include polling tools, online budgeting tools and topic specific power points.

Learn more about the volunteer resources.

Financial literacy volunteers, please submit your event flier request here. Please allow 10 business days for your request to be completed.