Long-term trends have converged with recent events to convince forward-looking government leaders worldwide that financial literacy is essential. Now leaders in developed, emerging and developing economies alike are discovering consumer financial education is a valuable policy tool to achieve their nations’ critical economic and social policy objectives. Our government and multilateral clients call upon us to use financial literacy to help countries advance toward the following national goals:

Representative Gov’t / Multilateral Clients

Flags outside government buildingGovernment Building

Worked with the Center for Enterprise Development (CFED) to help the CFPB determine the link between financial knowledge and Americans’ financial well being, so that metrics can be developed to better assess the impact of future policies and programs.

Developed a national financial literacy survey, advised on program evaluation and conducted financial education professional development to central bank staff as part of a World Bank technical assistance initiative.

Developed a national financial literacy strategy and formed a national stakeholder group for central bank as part of a financial inclusion technical assistance program of the Asian Development Bank.

Completed a ten-month engagement for Treasury and the rest of the federal Financial Literacy and Education Commission (FLEC) to design and develop web-based financial literacy tools for consumers and researchers. The tools were part of the recent update to the US government’s financial literacy website, MyMoney.gov, which was re-launched in May of 2013.

Advised on development of a national financial literacy strategy and on a related regulatory matter. Also carried out a national diagnostic review of Indonesian financial literacy on behalf of the World Bank.

Worked with the central bank to develop a national financial literacy website for Azeri consumers as part of a World Bank financial sector modernization project.

Advised the Higher Education Quality Council of Ontario through the presentation of financial education strategies to assist under-represented groups gain greater access to postsecondary education in Canada.

Part of a research consortium established in 2009 (along with RAND, the Wharton School, Dartmouth College and other institutions) and focused on financial education and retirement savings behavior. The consortium was originally funded by the US Social Security Administration as part of a multi-year, multi-million dollar investment to help Americans better save for retirement.

Advised staff of the central bank and Turkey’s Capital Markets Board through the presentation of research and analysis on financial literacy’s role in economic stability.

Designed a curriculum to teach couples how to communicate about money for a US Department of Health and Human Services grantee. The goal of the grant was to increase family stability in low income households.