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Journal of Financial Counseling and Planning, v20 n1 p84-95 2009

Twenty-nine scholars from public and private universities, non-profit organizations, and the federal government participated in a National Research Symposium on Financial Literacy and Education in October 2008 in Washington, DC. The purpose was to identify critical research questions that could inform outcomes-based financial education, relevant public policy, and effective practice leading to personal and family financial literacy. Following the symposium, the U.S. Department of the Treasury released a comprehensive report. This paper summarizes the key findings and recommendations from the report and how researchers can use this information to extend the breadth and depth of research in the area of financial literacy and education. (Contains 1 endnote and 1 figure.)

Descriptors: Federal Government, Outcome Based Education, Money Management, Research, Consumer Education, Consumer Economics, Risk, Public Policy, Conferences (Gatherings), Socialization

Association for Financial Counseling and Planning Education. 1500 West Third Avenue Suite 223, Columbus, OH 43212. Tel: 614-485-9650; Fax: 614-485-9621; Web site:

Autor: Schuchardt, Jane; Hanna, Sherman D.; Hira, Tahira K.; Lyons, Angela C.; Palmer, Lance; Xiao, Jing Jian


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