Money Circle Toolkit and Training Webinar: August 29 | Compendium

Consumer Financial Protection Bureau (CFPB) is pleased to announce that the Money Circle Toolkit has been released and is available to the public on the CFPB’s website. The Bureau invites educators to join them for Introducing the Money Circle Toolkit, a training webinar on how to use the Toolkit, on Thursday, August 29, 2019, at 2:00 pm EDT.

The Money Circle Toolkit is a new financial education tool that helps people understand how family and friends influence their financial decisions. It features three interactive exercises for educators to use to begin client conversations that help people stay on track for their financial goals. Based on empirical research on families and money, human-centered design, and extensive user testing with educators, the Money Circle Toolkit contributes an important new tool to the evidence-based practice of financial education.

Educators are invited to download the Money Circle Toolkit.

The Bureau will demonstrate how to use the Toolkit with clients during a FinEx training webinar on Thursday, August 29, 2019, from 2:00 pm until 3:30 pm, EDT. This free webinar will be presented by Dr. Sue Kerbel of the CFPB, and Dr. Anna Jefferson of Abt Associates, and will feature a Q&A session with financial educators who pilot-tested the Toolkit with their clients.

Webinar details

To hear the audio:
Dial in number: 888-455-1968
Participant passcode: 1805599

To view the slide presentation click here:

If the slide presentation link does not work, try this:
Click here:
Conference number: PWXW9446066
Audience passcode: 1805599

Note: link will be activated 10 minutes prior to the webinar.

Learn more about adult financial education and financial well-being, here.

submitted by:
Janneke Ratcliffe
Assistant Director, Office of Financial Education
Consumer Financial Protection Bureau

Note:  In addition to the Money Circle, tools, worksheets, handouts, and audio recordings are available by topic and by audience. Check them out here.  Audiences include the justice system involved with resources such as Focus on Reentry, and Protecting Credit while in the Criminal Justice System; and other audiences such as young adults, immigrants and people with disabilities.